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 Clarity PPM Roadmap.
theBasiX
Presentation (Information)
Learn how to assess business conditions and map them to the rich functionality and capability of Clarity 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 Clarity 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 Clarity PPM to make Bulk Role replacements on tasks.
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)
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
Calendar view of Projects, Milestones and Tasks in a Jaspersoft Report.
theWorX
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 Availability, Allocations, Assignments and Actuals for a project.
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 user’s Availability, Allocations, Assignments and Actuals across projects.
theWorX
Portlet
Displays user Availability, Allocations, Assignments and Actuals across projects.
theBasiX
Reports
Displays Allocations, Availability, Assignments and Actuals of resources in graphical way.
theWorX
Portlet
Displays capacity and demand by primary application.
theWorX
Portlet
Displays capacity and demand by primary application.
theWorX
Portlet
This portlet allows users to compare Availability and Allocation for Roles by Application.
theWorX
Portlet
This portlet allows users to compare Availability and Allocation for Roles by Application.
theWorX
Portlet
Displays all roles/skills in the system along with their amount of availability and allocation
theWorX
Portlet
Displays all roles/skills in the system along with their amount of availability and allocation.
theWorX
Portlet
Displays capacity and demand by skill.
theWorX
Portlet
Displays capacity and demand by skill.
theWorX
Reports
Capacity vs. Allocation by OBS – Jaspersoft Transaction Database report. The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments.
theBasiX
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.
theBasiX
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
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.
theBasiX
Technical Trick
Change URL attribute to an image in list view.
theWorX
Technical Trick
Provides instructions on how to change the Application Logo and Title in Clarity PPM v13.
theWorX
Technical Trick
Change what programming language is used by a Jaspersoft Report.
theWorX
Training Documents
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience.
theWorX
Training Documents
A Quick Reference Guide to using Demand Management in the Clarity New UX, as of version 15.6.1.
theWorX
Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
theWorX
Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
theWorX
Reports
This process produces a Microsoft Excel report using CA Clarity PPM portal users as the source of user information.
theWorX
Presentation (Information)
Rego's Integration solution flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate Clarity PPM Ideas or Projects.
theBasiX
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.
theBasiX
Training Video
YouTube Training Video Link - Now Portfolio Managers can create and save custom pick lists in the Modern UX Roadmap of Clarity PPM.
theBasiX
Training Video
YouTube Training Video Link - Modern UX Roadmaps: Create a Global Lookup Attribute
theBasiX
Training Video
YouTube Training Video Link - Covers the Group By functionality available within Financial Plans in Projects within the Modern UX of Clarity PPM.
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 Clarity PPM 15.4.
theBasiX
Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in Clarity PPM 15.4.
theBasiX
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.
theBasiX
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.
theBasiX
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.
theBasiX
Presentation (Information)
A PowerPoint presentation reviewing the changes you will see when upgrading Clarity PPM v13.1 to v13.2.
theBasiX
Training Documents
A presentation on how to handle chargebacks in Clarity PPM
theWorX
Presentation (Information)
A session to explore the things that can be done to help provide value to all Clarity 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 Clarity 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 Clarity 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 Clarity PPM has the potential to provide huge benefits for your organization.
theBasiX
Technical Trick
Describes where in the Clarity PPM application the administrator can view the cache being utilized as well as flush the cache.
theWorX
Technical Trick
Describes where in the Clarity PPM application the administrator can view the locks that are currently being held and unlock them.
theWorX
Technical Trick
Describes where in the Clarity PPM application the administrator can view the XML of any portlet page.
theWorX
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.
theWorX
Technical Trick
Provides instructions on how to access the simple XOG client that is available within the Clarity PPM Application
theBasiX
Presentation (Information)
A RegoU review of the most common interfaced to and from Clarity PPM.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that reviews the most common interfaces to and from Clarity PPM, including best practice use cases and lessons learned from real implementations.
theBasiX
Training Video
YouTube Training Video Link - Roadmaps - View Staffing Periods (Time Period Span and Telescope)
theBasiX
Presentation (Information)
RegoU presentation reviews some best practices we have seen within our customers to managing a successful backlog of Clarity PPM work.
theBasiX
Presentation (Information)
Documents and explains the content in the Clarity PPM PMO Accelerator v3.0 Pack.
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
Presentation (Information)
Lessons learned on making Clarity PPM projects more successful.
theBasiX
Training Documents
A short, two page, Functional Overview of the changes to Clarity PPM in the v14.2 release.
theBasiX
Technical Trick
Clarity PPM Reporting Capabilities for v15.4+
theBasiX
Technical Trick
You can now directly query your Clarity PPM SaaS database without the need for VPN.
theBasiX
Presentation (Information)
This class will discuss how other Clarity PPM users solve issues, discover solutions, and successfully use Clarity PPM.
theBasiX
Presentation (Information)
This class discussed how other Clarity PPM users solve issues, discover solutions, and successfully use Clarity 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)
A 2019 RegoU presentation that discusses how other users solve issues, discover solutions, and successfully use Clarity PPM.
theBasiX
Presentation (Information)
Review of functional and technical changes to Clarity PPM from version 14.2 through 15.4.1.
theWorX
Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise Clarity PPM to its cloud alternative.
theBasiX
Training Documents
Quick Reference Guide reviewing Clarity Project Management.
theBasiX
Training Documents
A Quick Reference Guide to assist with the Project Status Reports in the new UX.
theWorX
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.
theBasiX
Training Documents
Training guide for Resource Management
theBasiX
Training Documents
Training guide for Resource Management
theBasiX
Training Documents
Clarity Resource Management is the practice of managing resources in order to have the right resources working on the right projects, at the right time based on real time project timelines as the project is further defined.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn some key concepts when designing and implementing security.
theBasiX
Presentation (Information)
Documents and explains the content in the Clarity Solution Pack.
theBasiX
Training Documents
Two-sided handout providing a quick reference on Clarity Time Entry.
theBasiX
Training Video
Video providing an overview of accessing Clarity timesheets.
theBasiX
Training Video
Video providing an overview of accessing Clarity timesheets.
theBasiX
Training Video
Video providing an overview of entering time on Clarity timeshets.
theBasiX
