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Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of demand management. -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both newUX gaps from classic. We will discuss best practices. -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your Demand Management processes. -
This session will aligning you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like objects, views, financial plans and general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This session will align you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like scheduling, assignments, staffing, views, financial plans and other general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This session will aligning you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the cababilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization! -
This session will align you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the capabilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization! -
Are you using Clarity's roadmap leveraging some of the best and most common practices found across industries? Come to this session to learn about how the roadmap works, out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
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A presentation slide deck from Rego University 2022. This document reviews the best practices for Financial Management in Clarity. - Involve the Finance Team
- Finance will drive financial classifications, resource rates, and capitalization rules
- Keep Things as Simple as Possible
- Streamline financial classifications in both the Estimation and Actuals processes
- Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System
- Clarity may never match general ledger or project accounting module 100%
- Spend Time on the Full Architecture – Current and Future State
- Start With Required Outputs and Work Backward
- Integrate to Avoid Duplicate Entry
- Involve the Finance Team
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A presentation slide deck from Rego University 2022. This document reviews the best practices for project management in Clarity. - Typical PM Activities
- Use Clarity: Get Off of Excel
- Make Information Easier to Access
- Make Flags Easy to Identify
- Simplify & Automate Reporting
- Open Discussion #3
- Work with a Regular Cadence
- Sample Schedule
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A presentation slide deck from Rego University 2022. This document reviews the best practices for resource management in Clarity. - Implementation
- Availability
- Allocation
- Assignment
- Reporting
- Notification
- Data Maintenance
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A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity. - Before Getting Started
- Do’s and Don’ts
- Bells and Whistles to Leverage
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Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
Discover best practices for managing complex Apptio architectures, including custom use cases, key decision points for working within CT projects or creating custom projects, and the importance of focusing on the data layer and model. Gain insights from valuable lessons learned and develop a robust production release strategy that encompasses calculation times, check-ins, rollbacks, and automation. This session will equip you with the knowledge and skills to optimize your Apptio environment and navigate complex architectures with confidence. -
- Introduction to Power BI and its components
- Getting Data
- Mockup – PM and RM Dashboard
- Publishing and Sharing
- Best practices and its limitations
- Tableau Introduction
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Workflow process designed to migrate Blueprints from one environment to another. Can move multiple Blueprints at a time.- The Blueprint migrator is contained with a GEL script
- It can be run using the Execute a Process job
- An administrator would complete the GEL parameters specifying connection parameters of the environment to pull the Blueprints from
- Blueprints will be pulled from the target environment to the environment that executes the GEL script.
- The targeted Blueprints will be referenced by their internal ID (ex:5234001)
- Blueprints will be only be created. Existing Blueprints will not be updated
- All Blueprints will be created in a Draft mode and not flagged as the default Blueprint
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A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity. Reviews the configuraton process. -
A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX. Reviews the process of applying security to specific fields for specific groups. -
A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints. Reviews the configuration process including changes to Details and Modules. -
The Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture. -
The Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture.
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Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent. -
Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent.
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Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience. The document reviews submission of a cost plan for approval, approving or rejecting submitted budgets and Budget Plan facts. -
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs. -
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
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This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
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Join us in this session as we guide you through building a TBM Transformation Journey Map, ensuring strategic alignment between your TBMO and the organization. We'll cover essential steps, such as emphasizing past accomplishments, mapping TBM goals to business objectives, describing deliverables and outcomes, and creating a communication map. Learn how to effectively align your TBM initiatives with key strategic goals and value delivery. -
Learn how to discover business processes and automation patterns, using new technology from ConnectALL to power your Value Stream Management. The key is to understand and map automation patterns that both enables new business and accelerates adoption of ValueOps -
Do you want to know more about building integrations using CA PPM's web services? This session will be a hands-on lab to build a web service-based integration and discuss situations where other web services can be used. -
A Quick Reference Card to assist in the building of Power Filters in CA PPM. A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page. -
A presentation slide deck from Rego University 2022. This course reviewed the value of a strategic roadmap for TBM.- Defining the Value of a Strategic Roadmap
- Roadmapping Methodology
- Best Practices
- TBM Roadmap Examples
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