Training Documents
A sided deck used in Rego Training classes for the use of Blueprints in Clarity’s Modern UX.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creations of Blueprints for Custom Investments in Clarity’s Modern User Experience.
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Training Documents
A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity.
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Training Documents
A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX.
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Training Documents
A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints.
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Training Documents
A Quick Reference Guide for Publishing Saved Views in Clarity’s Modern UX.
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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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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience.
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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)
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 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 Availability, Allocations, Assignments and Actuals for a project.
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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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Portlet
Displays user’s Availability, Allocations, Assignments and Actuals across projects.
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Portlet
Displays user Availability, Allocations, 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
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
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 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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Portlet
Displays capacity and demand by skill.
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Reports
Capacity vs. Allocation by OBS – Jaspersoft Transaction Database report. The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments.
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Reports
Capacity vs. Demand by Resource – Jaspersoft Transaction Database report. The Capacity vs. Demand by Resource report displays resource capacity and demand at the resource level across investments.
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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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Presentation (Information)
A course recording from Rego University 2021. No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers.
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Presentation (Information)
A presentation slide deck from Rego University 2021. No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool.
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Presentation (Information)
A course recording from Rego University 2021. Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned.
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Presentation (Information)
A course recording from Rego University 2021. Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity.
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered:
• Objects, Attributes and Views
• UI Themes and Menu Customization
• Introduction to SQL
• Lookups, Queries and Portlets
• Introduction to Workflow (Processes)
• XOG (XML Open Gateway)
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered:
• Clarity PPM Overview
• Resources and Users
• Objects and Attributes
• Security Setup
• And more
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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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Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
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Presentation (Information)
A course recording from Rego University 2021. What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations.
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Presentation (Information)
A presentation slide deck from Rego University 2021. What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations.
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Presentation (Information)
In this webinar, Rego expert guides Alyson Poston and Wes McCoubrie will discuss Clarity KPIs and Metrics.
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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 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 Clarity PPM 15.4.
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Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in Clarity PPM 15.4.
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Presentation (Information)
A 2019 RegoU Presentation that discusses how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM.
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Presentation (Information)
A 2019 RegoU presentation that goes through the OOTB connector in detail and show how Rego has built addons to enhance the connectivity between these two tools.
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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 Clarity PPM Ideas or Projects.
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Presentation (Information)
A PowerPoint presentation reviewing the changes you will see when upgrading Clarity PPM v13.1 to v13.2.
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Training Documents
A presentation on how to handle chargebacks in Clarity PPM
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Presentation (Information)
A session to explore the things that can be done to help provide value to all Clarity 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)
RegoU session review of common use cases for putting benefits forecasts and realized benefits into Clarity 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 Clarity PPM has the potential to provide huge benefits for your organization.
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Technical Trick
Describes where in the Clarity 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 Clarity 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 Clarity PPM application the administrator can view the XML of any portlet page.
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Technical Trick
The Clarity PPM Hidden Page WSDL document provides an overview of how to access the system documentation page for you Clarity 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 Clarity PPM Application
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Training Video
YouTube Training Video Link - Roadmaps - View Staffing Periods (Time Period Span and Telescope)
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Presentation (Information)
RegoU presentation reviews some best practices we have seen within our customers to managing a successful backlog of Clarity PPM work.
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Presentation (Information)
Documents and explains the content in the Clarity 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 the new Portfolio Management functionality in v13.2
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Training Documents
Training guide for Project Management
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Presentation (Information)
Lessons learned on making Clarity PPM projects more successful.
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Training Documents
A short, two page, Functional Overview of the changes to Clarity PPM in the v14.2 release.
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Technical Trick
Clarity PPM Reporting Capabilities for v15.4+
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Technical Trick
You can now directly query your Clarity PPM SaaS database without the need for VPN.
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Presentation (Information)
A 2019 RegoU presentation that discusses how other users solve issues, discover solutions, and successfully use Clarity PPM.
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Presentation (Information)
Review of functional and technical changes to Clarity PPM from version 15.9 through 16.0.2
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