Reports
Displays Issues KPIs across multiple projects.
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Portlet
Gives the ability to see all static lookups in the system and their lookup values.
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Portlet
Gives the ability to see all static lookups in the system and their lookup values.
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Reports
Displays Risks data across multiple projects in a single view.
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Portlet
This portlet provides risk data across multiple projects in one view.
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Portlet
This portlet provides risk data across multiple projects in one view.
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Reports
Displays Risks KPIs across multiple projects.
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Portlet
Shows all skills within the skill hierarchy.
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Portlet
Displays all skills within the skills hierarchy.
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Reports
Displays Skills by Resource and its associated details.
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Reports
Grid report that displays current status report for a project or across multiple projects.
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Portlet
Displays any existing Status Report related to a Project or across multiple projects.
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Portlet
Displays any existing Status Report related to a Project or across multiple projects.
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Reports
All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations.
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Reports
Displays tasks associated with projects.
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Portlet
Used to see tasks across one or multiple projects.
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Portlet
Used to see tasks across one or multiple projects.
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Reports
Displays Task KPIs across multiple projects.
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Training Video
A training video that assists in allocating a resource in Clarity, using the staff module, new UX.
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Training Documents
When assigning a resource, you can add multiple date ranges or segments to distinguish the changes in availability. This example starts within the project on the Team tab with an existing resource.
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Training Video
This video reviews the process of allocating a Team in Clarity’s new UX.
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Training Documents
A Quick Reference Card to assist in the use of the Allocate from Estimates functionality.
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Reports
Area Chart displaying monthly resources allocations by percentages.
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Reports
Pie Chart displaying monthly resources allocations by percentages.
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Reports
Displays Allocation Percent compliance for various resources.
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Reports
Displays Allocation Percent compliance for various resources.
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Reports
Displays Allocation compliance for an OBS.
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Portlet
Column chart displaying resources allocations by percentages.
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Portlet
Display Allocation Compliance by Resource OBS.
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Reports
Displays allocation compliance for various resources.
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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 Project Managers.
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Portlet
View allocation compliance for Resource 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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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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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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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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Portlet
This portlet displays the monthly allocation per resource.
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Portlet
This portlet displays the monthly allocation per resource.
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Training Documents
A Quick Reference Card to assist in allocations to projects.
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Workflow Job
Module to allow a project manager to give centrally defined project rights
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Workflow Job
Process 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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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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Presentation (Information)
A review of the basics around APM. Covering Business Capabilities, Application Scoring, and Best Practices.
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Presentation (Information)
A 2019 RegoU course that reviews 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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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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Presentation (Information)
A 2019 RegoU course that dives into what Apptio is and how it complements your current Clarity PPM solution.
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Training Documents
A Quick Reference Guide to assist in the assigning of a resource to a task in the Classic view of Clarity PPM.
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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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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 Clarity 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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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 Clarity 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 Clarity PPM.
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Portlet
The Attributes on Portlets displays the attributes used by a specific portlet.
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Portlet
Used to identify all attributes that exist on all portlets within the system.
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Portlet
Provides information on changes made to audited attributes
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Portlet
Provides information on changes made to certain fields.
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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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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 Clarity 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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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 Clarity 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 Clarity 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 Clarity 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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Workflow Job
Workflow process designed to migrate Blueprints from one environment to another.
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Technical Trick
Document explaining how to leverage capabilities within Clarity PPM bubble charts.
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Portlet
Bar Chart displays average percent variance for all active projects by OBS unit.
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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
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 Clarity PPM Roadmap.
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