Technical Trick
Describes how to create a lookup whose values displayed are dependent on other fields on the same page.
theWorX
Training Documents
A Quick Reference Card to assist in the creation of Master-Sub-projects in Clarity PPM.
theBasiX
Training Video
A video that reviews the process to create new Tasks in Clarity PPM’s new UX.
theWorX
Training Documents
A quick reference card to assist you in making Action Items in Clarity 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 Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of project level dependencies.
theBasiX
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.
theBasiX
Portlet
Displays resources in the system and his or her current proxy
theWorX
Portlet
Displays all custom system attributes within Clarity
theWorX
Portlet
Shows a monthly calendar with project and program information including milestones by PM.
theWorX
Configurations & Apps
Allows customization for updating records via LDAP.
theWorX
Portlet
Displays license counts based on negotiated terms with CA.
theWorX
Portlet
Displays license information for each user based on negotiated terms with CA
theWorX
Portlet
This portlet shows users that have made changes to portlets.
theWorX
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
theWorX
Portlet
Provides an overview of all change requests on the project
theBasiX
Portlet
Displays summary financial information by charge code on the project dashboard
theWorX
Portlet
Provides an overview of all issues on the project.
theBasiX
Portlet
Provides an overview of all milestones on the project.
theBasiX
Portlet
Provides an overview of all risks on the project.
theBasiX
Portlet
Provides an overview of highest-level tasks on the project.
theBasiX
Portlet
This portlet displays all programs and portfolios a project is a subproject of
theWorX
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.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that reviews a host of sample metric dashboards in use today that can spark ideas for you to implement at your company.
theBasiX
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.
theBasiX
Reports
Displays data issues associated with projects.
theWorX
Portlet
Displays project data issues.
theBasiX
Portlet
Displays missing information for resources.
theBasiX
Presentation (Information)
Course goes to the next level of training by diving deeper into Clarity PPM Tables.
theBasiX
Presentation (Information)
A RegoU presentation deck for a class that provided advanced insight into the Clarity PPM data model and provide training on how to write queries within Clarity PPM for use in your portlets and reports.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that digs into the data modeling for timeslices in Clarity PPM.
theBasiX
Presentation (Information)
Reviews the basic Clarity PPM data model and provides training on how to write queries within Clarity PPM for use in your portlets and reports.
theBasiX
Presentation (Information)
Review the basic Clarity PPM data model and provide training on how to write queries within Clarity PPM for use in your portlets and reports.
theBasiX
Presentation (Information)
A RegoU class that covered the next level in understanding the Clarity PPM data model and provided training on how to write queries within Clarity PPM for use in your portlets and reports.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that will take you to the next level in understanding the Clarity PPM data model and provide training on how to write queries within Clarity PPM for use in your portlets and reports.
theBasiX
Presentation (Information)
Navigate your way around the new data model, understand the jobs populating it, and compare it to the various existing data mart and core Clarity PPM aggregation tables.
theBasiX
Workflow Job
This is a process to lock any users that have not logged in within the last 90 days.
theWorX
Technical Trick
This technical trick provides a supported method for removing team members from a project programmatically.
theWorX
Presentation (Information)
A RegoU presentation covering the best practices around implementing Demand and Portfolio Management.
theBasiX
Training Documents
This course will provide an overview of Clarity PPM Demand Management functionality.
theWorX
Presentation (Information)
A 2015 RegoU presentation on Demand Management.
theBasiX
Presentation (Information)
The course discussed reasons for using demand management and what you need to start.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that discusses some best Demand Management practices from successful customers.
theBasiX
Presentation (Information)
RegoU class on Demand Management, reviewed the OOTB objects, views, views, and functions of ideas, incidents, and other related areas.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that reviews the OOTB objects, views, and functions of ideas, incidents, and other related areas.
theBasiX
Presentation (Information)
A moderated Round Table on best practices, where they discuss configurations, incidents, and ideas.
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
Presentation (Information)
A 2019 RegoU presentation deck use to facilitate a round table discussion on Demand Management in Clarity PPM.
theBasiX
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 Clarity 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 Clarity 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 Clarity 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 Clarity 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 Clarity PPM performance.
theBasiX
Portlet
A long time ago, in a Clarity 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
Presentation (Information)
A 2019 RegoU presentation that explores the possibilities that embrace Excel as a great data entry tool.
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 Clarity 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 Clarity 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 Clarity 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 2019 RegoU presentation that 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
Presentation (Information)
A 2019 RegoU presentation deck used to facilitate a roundtable discussion on the use of Financials in Clarity PPM.
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
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Portlet
This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods.
theWorX
Reports
Provides financial summary by transaction class for multiple years in graphical year.
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
Portlet
Bar Chart of Forecasted Utilization grouped by Resource OBS over time.
theWorX
Portlet
Produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month.
theWorX
Portlet
Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %.
theWorX
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
