Presentation (Information)
This class walked through the process of deploying Jaspersoft reports and provide some tips and tricks from the experts.
theBasiX
Technical Trick
This ‘Tech Trick’ demonstrates how to link files located within the Knowledge Store directly to an HTML Portlet in Clarity.
theWorX
Presentation (Information)
This session discussed options for using native CA PPM, linking to SharePoint, connecting directly to SharePoint, using Google docs, as well as other options. This session also discussed options for document approval workflows within CA PPM for both collaborative documents and attachment fields
theBasiX
Presentation (Information)
In this white paper, we’ll discuss two key components of selling the value of PPM.
theBasiX
Technical Trick
This Tech Trick allows the ability to link anywhere within the CA PPM environment from a custom portlet link, even if it is not a standard OOTB link option.
theWorX
Presentation (Information)
When we're managing resources, the longer we stare at functions, capacities, and calendars, the more our eyes glaze over. Happily, there's a point of diminishing returns.
theBasiX
Presentation (Information)
This session was a hands-on lab to create a workflow process that will pull data from CA PPM and email that data in a file to a user or group of users.
theBasiX
Workflow Job
Workflow process that will email a select group when other workflow processes encounter an error.
theWorX
Workflow Job
Workflow process that sends emails to any resources that have not submitted timesheets.
theWorX
Workflow Job
Workflow process that sends emails to Resource Managers with resources that have not submitted timesheets.
theWorX
Presentation (Information)
RegoU Presentation from February 2014. In this session, Rego’s team of Clarity experts will review the root causes of Clarity performance issues and help you identify steps to take that will improve performance within the application and supporting infrastructure.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on how to enhance CA PPM performance.
theBasiX
Portlet
A long time ago, in a CA PPM instance far, far way….people still needed to get the news.
theBasiX
Presentation (Information)
RegoU presentation addresses one of the most common pain points within organizations: how to involve the right people within a timely project estimate.
theBasiX
Presentation (Information)
In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool.
theBasiX
Presentation (Information)
In this class, we explored possibilities that give up the battle and embrace Excel as a great data entry tool. We showed some neat case studies on quick Excel integrations deployed at clients, as well as IT-ROI's robust Excel connector.
theBasiX
Presentation (Information)
RegoU class that explored possibilities that give up the battle and embrace Excel as a great data entry tool. We show some neat case studies on quick Excel integrations deployed at customers.
theBasiX
Technical Trick
Allows for exporting of data directly from the database.
theWorX
Portlet
A one-stop place for the PMO or management to view all critical information about projects.
theBasiX
Presentation (Information)
This session discussed how sponsors can drive compliance within the organization through continued involvement.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on how to utilize Dashboards within CA PPM.
theBasiX
Technical Trick
An overview of how hierarchical portlets can be exported to MS Excel.
theWorX
Training Documents
A Quick Reference Card that reviews the various options for exporting data from CA PPM.
theBasiX
Presentation (Information)
This session reviewed strategies for getting data into your corporate BI tools.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing an overview of financial management within CA PPM.
theBasiX
Presentation (Information)
In this class, we discussed reasons for using financial management and what you need to start.
theBasiX
Presentation (Information)
Reviews the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.
theBasiX
Presentation (Information)
A RegoU presentation where customers share experiences in a round table format. The slide deck shows a list of possible topics for discussion.
theBasiX
Portlet
Displays yearly charge code financial information in a bar graph
theWorX
Portlet
Displays yearly charge code financial information in a stacked bar graph
theWorX
Portlet
Displays yearly charge code financial information
theWorX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Configurations & Apps
Outlines the steps to financially enable a role.
theWorX
Presentation (Information)
Join Rego's Rob Greca and Patrick Finkler along with Charlene Cuenca from ICON as they discuss moving to Scaled Agile and show you how a major grocery store chain successfully made the transition.
theBasiX
Technical Trick
This guide will show you how to create a page, add the portlet to the page, and add the page to the menu.
theBasiX
Portlet
Allows you to view Full license counts by OBS and includes last login date.
theWorX
Portlet
Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.
theBasiX
Presentation (Information)
How to XOG data in and out of objects, perform integrations, pass or receive FTP files, and handle errors effectively.
theBasiX
Presentation (Information)
This class taught you how to XOG data in and out of objects, perform integrations, pass or receive FTP files, and handle errors effectively.
theBasiX
Presentation (Information)
RegoU slide deck used for class. This class will teach you how to leverage Java within GEL, manipulate or produce flat files, and handle errors effectively.
theBasiX
Presentation (Information)
This class will teach you the basics of leveraging GEL within your workflow process.
theBasiX
Presentation (Information)
This class taught the basics of leveraging GEL within your workflow process.
theBasiX
Presentation (Information)
RegoU presentation slide deck used to teach how to XOG data in and out of objects in GEL as well as perform basic emails inside GEL.
theBasiX
Presentation (Information)
RegoU Presentation Slide deck used to teach the basics of leveraging GEL within your workflow process.
theBasiX
Training Documents
Two Quick Reference Cards to assist with the general navigation of CA PPM.
theBasiX
Training Documents
Provides a basic overview for navigation within Clarity
theBasiX
Training Documents
General Overview & Navigation - Clarity V13
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing a introduction to CA PPM Data Model.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing a introduction to GEL Scripts.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing a introduction to NSQL for portlets.
theBasiX
Portlet
The portlet shows Global Action Items in the instance.
theWorX
Portlet
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.
theBasiX
Workflow Job
Process to allow approval of timesheets to a proxy
theWorX
Workflow Job
Workflow process that gives a resource’s Booking Manager with the rights to hard book that resource to a project.
theWorX
Workflow Job
Provides proxy, Resource Manager, Booking Manager and Resource with edit skill and calendar
theWorX
Workflow Job
Process to allow approval of timesheets to a proxy
theWorX
Workflow Job
Grants a Project Manager ‘Collaboration Manager’ rights to their resource.
theBasiX
Workflow Job
Workflow process that grants project edit rights to individuals within a certain field on the project.
theWorX
Workflow Job
Grants each resource timesheet edit instance rights for his or her own timesheets
theWorX
Workflow Job
Grants a Resource Manager Calendar Edit and Timesheet Edit rights to their resources.
theWorX
Workflow Job
Gives a Resource Manager Timesheet Edit rights to their resources.
theWorX
Workflow Job
Grants edit rights to all team members on a project
theWorX
Training Documents
When a project schedule is opened from Clarity to Microsoft Project, specific fields from Clarity are “mapped” to specific fields in Microsoft Project. This Guide assists in mapping additional fields, if necessary.
theWorX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn how to create GEL scripts that perform SQL updates, send formatted emails, XOG (import/ export) data in and out of objects, and perform integrations, such as simple GEL that FTPs, loads to a table, and XOGs non labor with error handling.
theBasiX
Technical Trick
Tech-trick to hide Save button from Sub-Objects
theWorX
Portlet
Bar graph displaying vendor hours or cost by month.
theWorX
Portlet
Displays vendor hour or cost by month.
theWorX
Presentation (Information)
A 2015 RegoU presentation provides an overview of how other companies are using CA PPM for application mangement.
theBasiX
Presentation (Information)
Wouldn’t it be great if people could focus on their jobs, not processes and tools? When the global commerce company Pitney Bowes integrated CA Agile Central with CA PPM, that's what they were after—more business value for 250 product lines and 1,200 engineers.
theBasiX
Training Video
A video explaining the process of filtering and finding content in RegoXchange.
theBasiX
Technical Trick
Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.
theBasiX
Presentation (Information)
Webinar discusses important ways you can prepare for a project manager interview. It points out the hazards to sidestep and best practices for identifying candidates with the right proficiency.
theBasiX
Presentation (Information)
This paper discusses important ways you can prepare for a project manager interview. It points out hazards to sidestep and best practices for identifying candidates with the right proficiency.
theBasiX
Presentation (Information)
This paper will help you launch a PMO—or facelift the one you’ve got—by making sure your PMO charter can handle strategic heavy lifting.
theBasiX
Training Video
A video explaining the process of creating a RegoXchange Registration and User ID.
theBasiX
Presentation (Information)
In this white paper, we’ll review a broad array of questions you should be asking your PPM vendor to make sure you’re making the right choices, whether you’re considering a potential implementation or optimizing your current PPM environment.
theBasiX
Training Video
A video explaining the elements of the RegoXchange product page.
theBasiX
Presentation (Information)
This class will teach you how to navigate your way around the data model, understand the jobs populating int, and compare it to the various existing data mart and core CAPPM aggregation tables.
theBasiX
Presentation (Information)
RegoU Presentation slide deck used to explore some of the options to build eye-popping portlets using HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars themed communication portlets.
theBasiX
Portlet
Portlet allows Clarity admins to start any process with single click.
theWorX
Presentation (Information)
This class explored some of the options to build eye-popping portlets using HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars themed communication portlets.
theBasiX
Portlet
Grid portlet displays idea details for all ideas (active and inactive) and all status conditions.
theBasiX
Portlet
Bar chart portlet that displays count of ideas per business unit.
theBasiX
Reports
Pie chart report that displays count of ideas per Business unit.
theWorX
Portlet
Shows a count of all ideas by type and then drills down to ideas by category.
theWorX
Portlet
Shows a count of all ideas by type.
theBasiX
Portlet
This is a pie-chart portlet displaying ideas by department.
theWorX
Technical Trick
Pie chart report that displays count of ideas by Department.
theWorX
Reports
Pie chart report that displays idea count by Priority.
theWorX
Portlet
Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.
theWorX
Portlet
Portlet that shows ideas by stage, and is grouped by sponsor.
theWorX
Reports
Column chart report that displays idea count by Stage.
theWorX
Portlet
This is a pie-chart portlet displaying ideas by stage.
theWorX
Presentation (Information)
An outline used for a round table discussion around implementing demand management.
theBasiX
Presentation (Information)
An outline from a round table discussion around implementing financial management.
theBasiX
Presentation (Information)
An outline used for a round table discussion around implementing portfolio management.
theBasiX
Presentation (Information)
An outline for a round table discussion around the implementation of project management.
theBasiX
Presentation (Information)
An outline used for a round table discussion around implementing resource management.
theBasiX
Training Documents
This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Learn the components of PPM process maturity and the importance of integration with any PPM tool.
theBasiX
