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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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 CA PPM v13.
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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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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 (CA PPM).
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Training Video
YouTube Training Video Link - Now Portfolio Managers can create and save custom picklists in the Modern UX Roadmap of Clarity PPM (CA 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 (CA PPM).
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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 from February 2014. In this session, you will learn the pros and cons of each system and what reporting options are available in your Clarity environment to determine how best to utilize them.
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Training Documents
Training guide for Resource Management
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Training Documents
Training guide for Resource Management
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Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn some key concepts when designing and implementing security.
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Presentation (Information)
Documents and explains the content in the Clarity Solution Pack.
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Training Documents
Two-sided handout providing a quick reference on Clarity Time Entry.
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Training Video
Video providing an overview of accessing Clarity timesheets.
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Training Video
Video providing an overview of accessing Clarity timesheets.
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Training Video
Video providing an overview of entering time on Clarity timeshets.
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Training Video
Video providing an overview of entering time on Clarity timeshets.
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Training Video
Video providing an overview of Clarity Timesheet approvals.
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Training Video
Video providing an overview of Clarity Timesheet approvals.
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Training Video
Video providing an overview Clarity Timesheet Adjustments.
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Training Video
Video providing an overview Clarity Timesheet Adjustments.
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Training Documents
Overview of changes in Clarity v13.
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Training Documents
Training material providing an overview of the use of the Collaboration Tools/Tab within CA PPM.
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Training Documents
A Quick Reference Card to assist in the use of the Action Items available under the Collaboration Tab on the investment.
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Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
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Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
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Training Documents
A Quick Reference Guide that reviews the Participant Groups menu item under the Collaboration Tab for investments.
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Presentation (Information)
How to identify what PPM can really do for you and the strategies you can use for effective promotion.
theBasiX
Portlet
This portlet provides an internal mechanism to communicate with Clarity users.
theBasiX
Portlet
This portlet provides a simple mechanism to communicate with Clarity users.
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Technical Trick
Describes how to concatenate the values associated with a multi-value lookup in order to allow its values to be more easily displayed in a portlet.
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Technical Trick
A tip to deal with JasperSoft styles not applying as expected.
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Presentation (Information)
A RegoU presentation includes topics such as: turning on new UX, setting up links, blueprints, and configuration of tiles and objects. We will also explain how the new UX and the Classic UX interact when it comes to administration.
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Training Documents
A Quick Reference Card for configuring List Views in CA PPM.
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Training Documents
A Quick Reference Card to assist as you configure the Gantt on a project.
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Training Documents
A Quick Reference Card to assist in the configuration of the Resource List in CA PPM.
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Training Documents
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project.
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Presentation (Information)
A 2015 RegoU presentation on the development of content in CAPA.
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Presentation (Information)
CAPA is a powerful tool embedded within CA PPM that can provide context sensitive help, short click-through training topics, and testing assistance.
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Presentation (Information)
Learn how to create digital educational content with CA’s CAPA software.
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Presentation (Information)
Review a set of use cases where CA PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices.
theBasiX
Presentation (Information)
A RegoU presentation that reviews a set of use cases where CA PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices.
theBasiX
Configurations & Apps
Rego’s new Contract Management Module tracks vendors, milestones, and deliverables in real-time, so you can see status and spend by contract—as it occurs on your project.
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Workflow Job
This process converts an Idea, including team, to a Project, while also allowing a template to be applied upon conversion.
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Workflow Job
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice.
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Training Documents
A Quick Reference Card that assists in the conversion of an Incident.
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Workflow Job
This process copies one baseline and create another just like it.
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Training Documents
A Quick Reference Card to assist as you copy tasks, task estimates, or staff assignments from templates into the current project within CA PPM.
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Presentation (Information)
RegoU Presentation from February 2014. In this session, Rego’s Clarity team will show you how to add fields and lookups to a Universe, make modifications to existing fields, and link Universes together.
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Presentation (Information)
A 2015 RegoU presentation on the development and tuning of SQL Queries.
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Training Documents
A Quick Reference Card to assist in the creation of Benefit Plans in CA PPM.
theBasiX
Training Documents
A quick reference card to assist in the creation of Cost Plans in CA PPM.
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Training Documents
A quick reference card to assist in the creation of a Financial Summary for an investment.
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Training Documents
A Quick Reference Card to assist in the creation of a Program.
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Training Documents
A Quick Reference Card to assist in creating a project in CA PPM.
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Training Video
This video is a step-by-step guide to creating a project status report in the CA PPM Classic view option for v15.x.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, we will teach you how to create high-impact WEBI reports and share tips & tricks for reducing development time.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. This session is for those who want to learn how to build Crystal reports and a couple tricks for making them more appealing.
theBasiX
Presentation (Information)
Learn how to create Custom Domains and Dashboards on the fly with Rego's Atul Kunkulol.
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Technical Trick
Describes how to create a lookup whose values displayed are dependent on other fields on the same page.
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Training Documents
A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM.
theBasiX
Training Documents
A quick reference card to assist you in making Action Items in CA PPM. Action Items are non-tasks that you assign to yourself, or others assign to you.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of Program Milestones in CA PPM.
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Training Documents
A Quick Reference Card to assist in the creation of project level dependencies.
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Presentation (Information)
A RegoU course where you could learn how to use Camtasia Studio to make your own visual, educational FAQ.
theBasiX
Presentation (Information)
Learn how to use Camtasia Studio to make your own visual, educational FAQ. It’s a flexible and easy-to-use desktop tool for screen recording, voice over, video editing, production, and content-sharing.
theBasiX
Presentation (Information)
Use Camtasia Studio to make your own visual, educational FAQ.
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Portlet
Displays resources in the system and his or her current proxy
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Portlet
Displays all custom system attributes within Clarity
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Portlet
Shows a monthly calendar with project and program information including milestones by PM.
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Configurations & Apps
Allows customization for updating records via LDAP.
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Portlet
Displays license counts based on negotiated terms with CA.
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Portlet
Displays license information for each user based on negotiated terms with CA
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Portlet
This portlet shows users that have made changes to portlets.
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Presentation (Information)
Review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
theBasiX
Portlet
Compares multiple baselines on a project
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Portlet
Provides an overview of all change requests on the project
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Portlet
Displays summary financial information by charge code on the project dashboard
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Portlet
Provides an overview of all issues on the project.
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Portlet
Provides an overview of all milestones on the project.
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Portlet
Provides an overview of all risks on the project.
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Portlet
Provides an overview of highest-level tasks on the project.
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Portlet
This portlet displays all programs and portfolios a project is a subproject of
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Portlet
Provides an overview of the project.
theBasiX
Portlet
Provides an overview of the project status on multiple lines.
theBasiX
Portlet
Provides an overview of the project status on a single line.
theBasiX
Presentation (Information)
A RegoU presentation that reviewed a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
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Presentation (Information)
A RegoU presentation from an open sharing session where participants were given a couple minutes to share metrics and dashboards used within their organization.
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Reports
Displays data issues associated with projects.
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Portlet
Displays project data issues.
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