Training Video
A course recording from Rego University 2021. 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.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. 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.
theBasiX
Presentation (Information)
This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies.
theBasiX
Presentation (Information)
Managed your Clarity PPM project in a friendly card view in Trello. Great for simple Agile projects.
theBasiX
Presentation (Information)
Join PPM experts from Mayo Clinic, Trinity Health, IBC, Rego Consulting, and CA to learn how these companies have successfully used Clarity PPM to deal with change and maximize business contribution.
theBasiX
Workflow Job
This job disables all notifications for all resources.
theWorX
Workflow Job
This job disables all notifications for all resources.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the principles of Lean Portfolio Management.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This course was about understanding TBM and positioning its value with your organization.
theBasiX
Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
theBasiX
Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
theBasiX
Technical Trick
Tips on changing the number of periods in the DWH for reporting purposes.
theBasiX
Workflow Job
Sets all users email IDs to non-working and a second process to set them back
theWorX
Workflow Job
Sets all users email IDs to non-working and a second process to set them back.
theWorX
Technical Trick
Update portfolio settings in Clarity 13.2+ to allow for more values than the system defaults.
theBasiX
Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
theWorX
Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
theWorX
Training Documents
A Quick Reference Card to assist in updating the Resource Calendar in Clarity PPM.
theBasiX
Presentation (Information)
RegoU class reviewed existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan.
theBasiX
Technical Trick
Utilize the XML capabilities of Microsoft Excel to compile and create XOG files.
theBasiX
Portlet
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.
theWorX
Portlet
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.
theWorX
Technical Trick
This technical trick provides instructions on how to make bulk additions or changes of users to On Demand environments.
theBasiX
Portlet
Displays all users logged in.
theBasiX
Portlet
Displays all users logged in.
theBasiX
Portlet
Used to identify user edited views of objects and portlets.
theWorX
Portlet
Used to identify user edited views of objects and portlets.
theWorX
Presentation (Information)
A 2019 RegoU presentation that walked through a step-by-step approach to doing application rationalization within your organization.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that walked through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that review how Clarity PPM can be utilized for Program Management.
theBasiX
Technical Trick
Describes how to use uniform colors for all charts.
theWorX
Training Documents
A Quick Reference Card to assist in the use of list views in Clarity PPM.
theBasiX
Training Documents
Rego’s training material for using Open Workbench with Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Resource Finder in Clarity PPM.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This course reviewed the advantages of using REST APIs in Clarity development.
theBasiX
Technical Trick
Tips on using the Power BI reports in RegoXchange.
theBasiX
Training Documents
A single sheet document, front and back, that provides reminders on how to use the out of the box Clarity Gantt that was made available starting in v13.0.
theBasiX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Training Documents
Provides an overview of the Common Grid components in Clarity PPM’s Modern UX.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Knowledge Store in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of Organizer in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Guide to using the Clarity PPM Resource Finder in the Classic UX. This document reviews replacing resources.
theBasiX
Training Documents
A Quick Reference Guide to using the Clarity PPM Resource Finder in the Classic UX. This document reviews replacing roles.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Risk Subpage in Clarity PPM.
theBasiX
Technical Trick
Use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. Broadcom’s presentation on customer stories in the ValueOps arena.
theBasiX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Portlet
Displays the rates and its associated elements defined within a rate matrix.
theWorX
Portlet
Displays the rates and its associated elements defined within a rate matrix.
theWorX
Technical Trick
Describes how to grant users the ability to see their old timesheets.
theWorX
Workflow Job
Weekly email to a PM at the end of each week showing the items that the PM needs to do.
theWorX
Workflow Job
Weekly email to a PM at the end of each week showing the items that the PM needs to do.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the principles of Scaled Agile Framework.
theBasiX
Training Video
Watch Dave demo a XOG overview in this training and read his instructions beneath the video player.
theBasiX
Presentation (Information)
This session reviewed the new user interface and answer some questions you have like: how to use it, where the data comes from, when to use it, and how to deploy it alongside the “traditional” UI. This class also reviewed the latest and greatest from the 15.x releases.
theBasiX
Presentation (Information)
A recorded webinar demonstration on the enhancements found in Clarity 15.8.1.
theBasiX
Presentation (Information)
A presentation deck that reviews the change associated with Clarity version 16.0
theBasiX
Presentation (Information)
A presentation deck outlining the change in Clarity version 16.0.1.
theBasiX
Presentation (Information)
Review of the changes in the Clarity v 16.0.3 release
theBasiX
Presentation (Information)
Rego’s slide deck on the new features added to Clarity with the release of version 15.9.3.
theBasiX
Presentation (Information)
A link for a recorded webinar - moving to the Modern UX in Clarity.
theBasiX
Training Documents
A course recording from Rego University 2021. Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This course in the Apptio track was about analyzing cost drivers to understand why cost could be changing.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that dove into what Workfront is and how it complements your current Clarity PPM solution.
theBasiX
Training Documents
A Quick Reference Guide to assist in the use of Budget Plans in Clarity’s Modern UX.
theBasiX
Portlet
The portlet is a browser XOG client in the form of an HTML portlet
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