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A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX. Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security. -
A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme. Reviews accessing the project and assigning the team. -
This tech-trick defines how a URL attribute can be changed to an image in a list view via CSS. -
Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Filterable by OBS structure and Finish Date range. Data labels show percent within baseline vs percent outside baseline. Mouse-over shows Within or Outside label and percent of total projects. Legend shows color coded Within Baseline and Outside Baseline labels. Drilldown: Clicking on a pie slice yields a grid portlet of projects either Within or Outside Baseline. -
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. -
Tight budgets or disbursed teams often necessitate virtual training delivery. Discuss best practices and strategies to increase the effectiveness of your virtual courses. -
A .pdf file that has the slide by slide presentation at 2015 RegoU on basic administration of CA PPM. The agenda covers an administration overview, objects, lookups, OBS/Security, portlets, processes, and support items. -
A quick reference card to assist in the creation of a Financial Summary for an investment. -
A Quick Reference Card to assist in the use of list views in CA PPM. List Views are accessed from the Home menu. -
This video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted.
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