- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
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Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to: -
A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt. Reviews how to open the Project Scheduler and use of the Gantt View. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt. -
Rego’s course materials for managing projects with Clarity PPM. This slide deck is created using Clarity version 15.6 and focuses on the Classic user interface. The course material covers the following:- Project Management Overview
- Managing Projects
- Staff the Team
- Work Breakdown Structure (WBS)
- Resource Assignments to Tasks
- Clarity PPM Autoschedule
- Financial Management
- Risks, Issues, and Change Requests
- Controlling a Project
- Program Management
- Portlets and Reports
- Clarity PPM New UX – Life of the PM Interface
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A presentation slide deck from Rego University 2022. This document reviews the options for managing schedules outside of the Clarity tool.- Introduction to scheduling
- Why use an external scheduler?
- Who uses what?
- Scheduler-Specific Decision Factors
- Discussion: Scheduler Challenges
- Tips to help user adoption
- Is it time to just use Clarity?
- Microsoft Project OOTB or The Rego Connector?
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In Jaspersoft Studio, Static Text and Text Fields can display text with markup instead of plain text. This allows a wide variety of customization to how the text is displayed. This Tech Trick provides Instructions on how to use this feature of Jaspersoft Studio. -
How do I mature my portfolio planning? What is my organization's next steps in maturing our portfolio planning processes, and how can CA PPM or other tools help? This class will review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes. -
A presentation slide deck from Rego University 2022. This course was a review of the power of perception and how to improve on the adoption of Apptio.- The Perception of Apptio
- The Perception of Adoption
- Driving Adoption
- Measuring Success
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Are you struggling with Apptio user engagement and adoption? Do you struggle to get stakeholders to provide data or executives to log in to Apptio? If you've spent time, energy, and funding to develop a great TBM program but are not seeing the engagement you want, this session is for you. We will show you how to drive Apptio adoption and improve stakeholder engagement. -
Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts.
