Training Documents
A Quick Reference Card to assist in allocations to projects.
theBasiX
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.
theBasiX
Presentation (Information)
Presentation discusses best practices and highlight some companies that have successfully tackled the planning process.
theBasiX
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.
theBasiX
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.
theBasiX
Portlet
Bar graph displaying application risk by goal.
theWorX
Presentation (Information)
This class shows a proven process and configuration for collecting and maintaining application information.
theBasiX
Training Documents
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved.
theBasiX
Workflow Job
This process grants Project Management instance rights to all of the project team members within the program hierarchy.
theWorX
Training Documents
A Quick Reference Card to assist in the process of assigning resources to tasks.
theBasiX
Training Documents
A Quick Reference Card to assist assigning resources using CA PPM’s Gantt.
theBasiX
Training Documents
A Quick Reference Card that reviews the functionality of the Assignment and Resource Utilization Views.
theBasiX
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.
theWorX
Portlet
Displays assignments by task for all resources.
theWorX
Training Documents
A Quick Reference Card to assist in the process of replacing roles with resources on assignments in CA PPM.
theBasiX
Portlet
This bar-chart portlet displays investments and (if exists) any child projects, which are at risk.
theBasiX
Training Documents
A quick reference card to assist you when you want to attached a Benefit Plan to a Cost Plan in CA PPM.
theBasiX
Portlet
The Attributes on Portlets displays the attributes used by a specific portlet.
theWorX
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.
theWorX
Presentation (Information)
Now with CA PPM, you can use one Report Bursting process to automatically create unique reports for specific users in dynamic lists.
theBasiX
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.
theWorX
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.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on configuration and release of content into CA PPM. Best practices from Rego’s experience.
theBasiX
Presentation (Information)
theBasiX
Presentation (Information)
This class will show you how other organizations use CA PPM for all initiatives with some exciting new CA/Rego content packs.
theBasiX
Presentation (Information)
This class will show you how other organizations use CA PPM for all initiatives with some exciting new CA/Rego content packs.
theBasiX
Presentation (Information)
An introduction to two BI Tools, PowerBI and Tableau.
theBasiX
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.
theBasiX
Portlet
This portlet shows the variance between the budgeted cost and the planned cost for projects.
theWorX
Portlet
Bar Chart displays average percent variance for all active projects by OBS unit.
theWorX
Presentation (Information)
A 2015 RegoU presentation on creation of a CA PPM Roadmap.
theBasiX
Presentation (Information)
Learn how to assess business conditions and map them to the rich functionality and capability of CA PPM.
theBasiX
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.
theBasiX
Presentation (Information)
This session reviewed the key elements needed to have an effective roadmap that can drive increased maturity and excitement within your organization.
theBasiX
Presentation (Information)
A RegoU class that delved into building integrations using a flat file placed on an SFTP Server.
theBasiX
Presentation (Information)
A RegoU presentation that was used in a lab where web service-based integrations were discussed.
theBasiX
Presentation (Information)
This session was a hands-on lab to build a flat file integration and discuss best practices around error handling.
theBasiX
Presentation (Information)
Maximize the value of your training delivery by increasing end user engagement with the course content.
theBasiX
Training Documents
A Quick Reference Card to assist in the building of Power Filters in CA PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the advanced functionality of Open Workbench to build, schedule and control a project.
theBasiX
Technical Trick
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks.
theBasiX
Training Documents
A document that outlines and explains best practices for Business Objects in CA PPM.
theBasiX
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.
theBasiX
Presentation (Information)
Use this guide from Rego to help you navigate your transformation.
theBasiX
Presentation (Information)
Rego's Integration solution flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects.
theBasiX
Presentation (Information)
A RegoU presentation around the implementation of Bi-Modal PPM.
theBasiX
Presentation (Information)
A demo of the 15.4.1. dot release, including new Roadmap syncing capability.
theBasiX
Presentation (Information)
A demo on how to use Modern UX functionality for Project Management and Blueprints in CA PPM 15.4.
theBasiX
Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in CA PPM 15.4.
theBasiX
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.
theBasiX
Presentation (Information)
A PowerPoint presentation reviewing the changes you will see when upgrading CA PPM v13.1 to v13.2.
theBasiX
Training Documents
A presentation on how to handle chargebacks in CA PPM
theWorX
Presentation (Information)
A session to explore the things that can be done to help provide value to all CA PPM users.
theBasiX
Presentation (Information)
Learn the best practice for testing, release cadence, prioritization, and migration to higher environments.
theBasiX
Training Documents
This document describes the fields used for earned value calculations.
theBasiX
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.
theBasiX
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.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Deploying financial management within CA PPM has the potential to provide huge benefits for your organization.
theBasiX
Technical Trick
Describes where in the CA PPM application the administrator can view the cache being utilized as well as flush the cache.
theWorX
Technical Trick
Describes where in the CA PPM application the administrator can view the locks that are currently being held and unlock them.
theWorX
Technical Trick
Describes where in the CA PPM application the administrator can view the XML of any portlet page.
theWorX
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.
theWorX
Technical Trick
Provides instructions on how to access the simple XOG client that is available within the CA PPM Application
theBasiX
Presentation (Information)
A RegoU review of the most common interfaced to and from CA PPM.
theBasiX
Presentation (Information)
RegoU presentation reviews some best practices we have seen within our customers to managing a successful backlog of CA PPM work.
theBasiX
Presentation (Information)
Documents and explains the content in the CA PPM PMO Accelerator v3.0 Pack.
theBasiX
Training Documents
Training guide for Portfolio Management
theBasiX
Training Documents
Training guide for Portfolio Management
theBasiX
Training Documents
Training guide for the new Portfolio Management functionality in v13.2
theBasiX
Training Documents
Training guide for Project Management
theBasiX
Training Documents
Training guide for Project Management
theBasiX
Presentation (Information)
Lessons learned on making CA PPM projects more successful.
theBasiX
Training Documents
A short, two page, Functional Overview of the changes to CA PPM in the v14.2 release.
theBasiX
Technical Trick
CA PPM Reporting Capabilities for v15.4+
theBasiX
Technical Trick
You can now directly query your CA PPM SaaS database without the need for VPN.
theBasiX
Presentation (Information)
This class will discuss how other CA PPM users solve issues, discover solutions, and successfully use CA PPM.
theBasiX
Presentation (Information)
This class discussed how other CA PPM users solve issues, discover solutions, and successfully use CA PPM.
theBasiX
Presentation (Information)
A RegoU presentation that reviews the industry best practice and how to support your user base with the optimal team.
theBasiX
Presentation (Information)
Review of functional and technical changes to CA PPM from version 14.2 through 15.4.1.
theWorX
Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise CA PPM to its cloud alternative.
theBasiX
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.
theBasiX
Reports
Displays resource Available, Allocated, ETC & Actual hours in the form of a line chart.
theWorX
Portlet
Displays a project's Allocations, Availability, Assignments, and Actuals across projects.
theWorX
Portlet
Displays user Allocations, Availability, Assignments, and Actuals across projects.
theBasiX
Portlet
Displays logged in user's Allocations, Availability, Assignments, and Actuals across projects.
theWorX
Portlet
Displays capacity and demand by primary application.
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Portlet
This portlet allows users to compare Availability and Allocation for Roles by Application.
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Portlet
Displays all roles/skills in the system along with their amount of availability and allocation
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Portlet
Displays capacity and demand by skill.
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Presentation (Information)
A RegoU presentation where we share some of the most common methods and discuss innovative ways (in light of agile processes) that are being implemented in some of our customers.
theBasiX
Technical Trick
Change URL attribute to an image in list view.
theWorX
