RegoXchange
  • Expand your training delivery options beyond MS Word and PowerPoint. Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users.
  • The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system.  This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting.
  • The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null.  Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
  • The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null.  Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
  • The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null.  Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
  • By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
  • By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
  • Are you considering moving to CA PPM SaaS? This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies.
  • A presentation slide deck from RegoU 2023.  This course discussed how IBM’s Turbonomic and Apptio’s Cloudability can work together.  Using these two tools will empower your FinOps Organization.
  • The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.
  • The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.
  • The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.
  • What is your elevator speech for continually selling the value of TBM? Reacquaint yourself with key value proposals for TBM and why TBM matters to your organization
  • A presentation slide deck from Rego University 2022.   This document reviews the principles of Lean Portfolio Management. •        What is Lean Portfolio Management (LPM)? •        Artifacts of the LPM •        Roles of the LPM •        Ceremonies of the LPM
  • A presentation slide deck from Rego University 2022.   This course was about understanding TBM and positioning its value with your organization. •       What is TBM •       TBM Value •       A TBM “Transformation” •       TBM Value in Practice
  • The Unlock Projects workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days.  This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
  • The Unlock Projects workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days.  This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
  • The Unlock Projects workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days.  This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
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