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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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 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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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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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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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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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
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 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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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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Technical Trick
Document explaining how to leverage capabilities within Clarity 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 Clarity PPM Roadmap.
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Presentation (Information)
Learn how to assess business conditions and map them to the rich functionality and capability of Clarity 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 Clarity 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 Clarity PPM to make Bulk Role replacements on tasks.
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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)
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.
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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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Portlet
Displays a project's Allocations, Availability, Assignments, and Actuals across projects.
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Portlet
Displays user Allocations, Availability, Assignments, and Actuals across projects.
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Portlet
Displays logged in user's Allocations, Availability, Assignments, and Actuals across projects.
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Reports
Displays Allocations, Availability, Assignments and Actuals of resources in graphical way.
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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.
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Presentation (Information)
A 2019 RegoU presentation that walks you through some use cases where firms have been able to track strategic value, including monetary benefits, non-monetary benefits, and metrics related to them.
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Technical Trick
Change URL attribute to an image in list view.
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Technical Trick
Provides instructions on how to change the Application Logo and Title in Clarity PPM v13.
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Technical Trick
Change what programming language is used by a Jaspersoft Report.
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Training Documents
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience.
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Training Documents
A Quick Reference Guide to using Demand Management in the Clarity New UX, as of version 15.6.1.
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Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
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Reports
This process produces a Microsoft Excel report using CA Clarity PPM portal users as the source of user information.
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Presentation (Information)
Rego's Integration solution flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate Clarity PPM Ideas or Projects.
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Training Video
YouTube Training Video Link - This video shows Project Team Members and Project Managers how to access tasks in the Modern UX of Clarity PPM.
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Training Video
YouTube Training Video Link - Now Portfolio Managers can create and save custom pick lists in the Modern UX Roadmap of Clarity PPM.
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Training Video
YouTube Training Video Link - Modern UX Roadmaps: Create a Global Lookup Attribute
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Training Video
YouTube Training Video Link - Covers the Group By functionality available within Financial Plans in Projects within the Modern UX of Clarity PPM.
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Presentation (Information)
A RegoU presentation around the implementation of Bi-Modal PPM.
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