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Are you starting a project/financial management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach. -
What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry? This class will share Rego's observations on industry trends within PPM. -
This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated. -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them. This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.Column Label Description Resource Name Name of the resource Resource ID ID of the resource Type Object or Portlet Portlet Code ID of the portlet Portlet Name Name of the portlet Object Associated Object Object View ID of the modified view on the object Object Code Internal code used by the query pkid Internal code used by the query portlet_dbid Database id of the portlet res_dbid Database id of the resource -
This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS. -
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources. This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.Column Label Description OBS OBS the resource(s) belong to Resource Full Name Resource’s First and Last Name Resource ID Resource’s ID First Name Resource’s First Name Last Name Resource’s Last Name Date Last Logged In Date the Resource last logged in Date Last Time Investment Updated Date the Resource last made an Investment update Resource Active The Resource’s active status Employment Type Resource’s Employment Type Financial Location Resource’s Financial Location Email Resource’s Email Address Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet Created Date Date the resource was added to the system Date of Hire Resource’s Date of Hire Date of Termination Resource’s Date of Termination Financial Department Resource’s Financial Department Home Page Resource’s Home Page Language Default Language of the Resource Primary role Resource’s Primary Role Resource manager Resource’s Manager Track Mode Resource’s Track Mode User Name Resource’s Username -
This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified. Pie chart shows categories of realized benefits in its slices. Available filters:- Portfolio (required)
- Manager
- Stakeholder
- Department
- Category Filter (default to all)
- Goal
- Objective
- Type
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This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date.
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