Reports
Allocation compliance for Resource Team under Investment Manager.
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Portlet
View allocation compliance for Project Managers.
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Portlet
View allocation compliance for Resource Managers
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Reports
Displays Allocation compliance for an OBS.
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Portlet
Pie chart displaying resources allocations by percentages
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Reports
Displays allocation compliance for various resources.
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Portlet
The Drilldown displays resource data based on a specific selection from the pie chart.
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Workflow Job
Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
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Training Documents
A Quick Reference Card to assist in allocations to projects.
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Configurations & Apps
Module to allow a project manager to give centrally defined project rights
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Presentation (Information)
Explore how to enable an IT-Centric planning process, and learn how the foundational improvements that are critical for your success.
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Presentation (Information)
Presentation discusses best practices and highlight some companies that have successfully tackled the planning process.
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Presentation (Information)
The Presentation reviews specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization. This session will also review some of the APM tools in the market.
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Portlet
Pie chart representing the cost of applications within a timeframe summarized by goal.
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Portlet
Stacked bar graph displaying application cost by year, summarized by goal.
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Presentation (Information)
RegoU class reviewed specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization.
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Portlet
Bar graph displaying application risk by goal.
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Presentation (Information)
This class shows a proven process and configuration for collecting and maintaining application information.
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Training Documents
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved.
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Workflow Job
This process grants Project Management instance rights to all of the project team members within the program hierarchy.
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Training Documents
A Quick Reference Card to assist in the process of assigning resources to tasks.
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Training Documents
A Quick Reference Card to assist assigning resources using CA PPM’s Gantt.
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Training Documents
A Quick Reference Card that reviews the functionality of the Assignment and Resource Utilization Views.
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Reports
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis.
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Reports
Displays assignments by task for all resources.
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Portlet
Displays assignments by task for all resources.
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Training Documents
A Quick Reference Card to assist in the process of replacing roles with resources on assignments in CA PPM.
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Portlet
This bar-chart portlet displays investments and (if exists) any child projects, which are at risk.
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Training Documents
A quick reference card to assist you when you want to attached a Benefit Plan to a Cost Plan in CA PPM.
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Portlet
The Attributes on Portlets displays the attributes used by a specific portlet.
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Portlet
Provides information on changes made to audited attributes
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Workflow Job
Job that automatically approves ALL timesheets based on the Approve Date specified within the process.
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Presentation (Information)
Now with CA PPM, you can use one Report Bursting process to automatically create unique reports for specific users in dynamic lists.
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Reports
Displays Benefit plan and its associated totals on yearly basis for multiple projects.
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Portlet
Displays yearly benefits for all projects
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Reports
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects.
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Presentation (Information)
Today's webinar will help you master Stage Gates and Phase Gates. We'll show you sample processes, discuss configuration options, and cover the tracking choices you already have available out-of-the-box.
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Presentation (Information)
A 2015 RegoU presentation on configuration and release of content into CA PPM. Best practices from Rego’s experience.
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Presentation (Information)
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Presentation (Information)
This class will show you how other organizations use CA PPM for all initiatives with some exciting new CA/Rego content packs.
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Presentation (Information)
This class will show you how other organizations use CA PPM for all initiatives with some exciting new CA/Rego content packs.
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Presentation (Information)
An introduction to two BI Tools, PowerBI and Tableau.
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Presentation (Information)
Yes - Agile and Waterfall can co-exist and provide significant value to an organization when done properly.
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Technical Trick
Document explaining how to leverage capabilities within CA PPM bubble charts.
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Portlet
This portlet shows the variance between the budgeted cost and the planned cost for projects.
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Portlet
Bar Chart displays average percent variance for all active projects by OBS unit.
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Presentation (Information)
A 2015 RegoU presentation on creation of a CA PPM Roadmap.
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Presentation (Information)
Learn how to assess business conditions and map them to the rich functionality and capability of CA PPM.
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Presentation (Information)
This RegoU session was a hands-on lab to build a web service based integration and discuss situations where other web services can be used.
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Presentation (Information)
This session reviewed the key elements needed to have an effective roadmap that can drive increased maturity and excitement within your organization.
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Presentation (Information)
A RegoU class that delved into building integrations using a flat file placed on an SFTP Server.
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Presentation (Information)
A RegoU presentation that was used in a lab where web service-based integrations were discussed.
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Presentation (Information)
This session was a hands-on lab to build a flat file integration and discuss best practices around error handling.
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Presentation (Information)
Maximize the value of your training delivery by increasing end user engagement with the course content.
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Training Documents
A Quick Reference Card to assist in the building of Power Filters in CA PPM.
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Presentation (Information)
A 2015 RegoU presentation on the advanced functionality of Open Workbench to build, schedule and control a project.
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Technical Trick
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks.
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Training Documents
A document that outlines and explains best practices for Business Objects in CA PPM.
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Presentation (Information)
Transformation is high-stakes and complex, and solid plans tend to go awry after they’re handed off to different units for execution.
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Presentation (Information)
Use this guide from Rego to help you navigate your transformation.
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Presentation (Information)
Rego's Integration solution flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects.
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Presentation (Information)
A RegoU presentation around the implementation of Bi-Modal PPM.
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Presentation (Information)
A demo of the 15.4.1. dot release, including new Roadmap syncing capability.
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Presentation (Information)
A demo on how to use Modern UX functionality for Project Management and Blueprints in CA PPM 15.4.
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Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in CA PPM 15.4.
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Presentation (Information)
See Rego's Integration solution which flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects.
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Presentation (Information)
A PowerPoint presentation reviewing the changes you will see when upgrading CA PPM v13.1 to v13.2.
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Training Documents
A presentation on how to handle chargebacks in CA PPM
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Presentation (Information)
A session to explore the things that can be done to help provide value to all CA PPM users.
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Presentation (Information)
Learn the best practice for testing, release cadence, prioritization, and migration to higher environments.
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Training Documents
This document describes the fields used for earned value calculations.
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Presentation (Information)
A review of common use cases for putting benefits forecasts and realized benefits into CA PPM along with the reporting available out of the box and within RegoXchange.
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Presentation (Information)
RegoU session review of common use cases for putting benefits forecasts and realized benefits into CA PPM along with the reporting available out of the box and within RegoXchange.
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Presentation (Information)
RegoU Presentation from February 2014. Deploying financial management within CA PPM has the potential to provide huge benefits for your organization.
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Technical Trick
Describes where in the CA PPM application the administrator can view the cache being utilized as well as flush the cache.
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Technical Trick
Describes where in the CA PPM application the administrator can view the locks that are currently being held and unlock them.
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Technical Trick
Describes where in the CA PPM application the administrator can view the XML of any portlet page.
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Technical Trick
The CA PPM Hidden Page WSDL document provides an overview of how to access the system documentation page for you CA PPM application from the web.
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Technical Trick
Provides instructions on how to access the simple XOG client that is available within the CA PPM Application
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Presentation (Information)
A RegoU review of the most common interfaced to and from CA PPM.
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Presentation (Information)
RegoU presentation reviews some best practices we have seen within our customers to managing a successful backlog of CA PPM work.
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Presentation (Information)
Documents and explains the content in the CA PPM PMO Accelerator v3.0 Pack.
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Training Documents
Training guide for Portfolio Management
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Training Documents
Training guide for Portfolio Management
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Training Documents
Training guide for the new Portfolio Management functionality in v13.2
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Training Documents
Training guide for Project Management
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Training Documents
Training guide for Project Management
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Presentation (Information)
Lessons learned on making CA PPM projects more successful.
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Training Documents
A short, two page, Functional Overview of the changes to CA PPM in the v14.2 release.
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Technical Trick
CA PPM Reporting Capabilities for v15.4+
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Technical Trick
You can now directly query your CA PPM SaaS database without the need for VPN.
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Presentation (Information)
This class will discuss how other CA PPM users solve issues, discover solutions, and successfully use CA PPM.
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Presentation (Information)
This class discussed how other CA PPM users solve issues, discover solutions, and successfully use CA PPM.
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Presentation (Information)
A RegoU presentation that reviews the industry best practice and how to support your user base with the optimal team.
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Presentation (Information)
Review of functional and technical changes to CA PPM from version 14.2 through 15.4.1.
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Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise CA PPM to its cloud alternative.
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Presentation (Information)
Explore traditional earned value management, but we will also look at alternatives put in place to get some objective measures of health without requiring a detailed EVM.
theBasiX
Presentation (Information)
Explore traditional earned value management, but also look at alternatives put in place to get some objective measures of health without requiring a detailed EVM.
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Reports
Calendar view of Projects, Milestones and Tasks in a Jaspersoft Report.
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Reports
Displays resource Available, Allocated, ETC & Actual hours in the form of a line chart.
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