Portlet
Displays project data issues.
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Portlet
Displays missing information for resources.
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Presentation (Information)
Course goes to the next level of training by diving deeper into Clarity PPM Tables.
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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.
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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.
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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.
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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.
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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.
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Workflow Job
This is a process to lock any users that have not logged in within the last 90 days.
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Technical Trick
This technical trick provides a supported method for removing team members from a project programmatically.
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Presentation (Information)
A RegoU presentation covering the best practices around implementing Demand and Portfolio Management.
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Training Documents
This course will provide an overview of Clarity PPM Demand Management functionality.
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Presentation (Information)
A 2015 RegoU presentation on Demand Management.
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Presentation (Information)
The course discussed reasons for using demand management and what you need to start.
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Presentation (Information)
RegoU class on Demand Management, reviewed the OOTB objects, views, views, and functions of ideas, incidents, and other related areas.
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Presentation (Information)
A moderated Round Table on best practices, where they discuss configurations, incidents, and ideas.
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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.
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Presentation (Information)
This class walked through the process of deploying Jaspersoft reports and provide some tips and tricks from the experts.
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Technical Trick
This ‘Tech Trick’ demonstrates how to link files located within the Knowledge Store directly to an HTML Portlet in Clarity.
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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
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Presentation (Information)
In this white paper, we’ll discuss two key components of selling the value of PPM.
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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.
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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.
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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.
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Workflow Job
Workflow process that will email a select group when other workflow processes encounter an error.
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Workflow Job
Workflow process that sends emails to any resources that have not submitted timesheets.
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Workflow Job
Workflow process that sends emails to Resource Managers with resources that have not submitted timesheets.
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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.
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Presentation (Information)
A 2015 RegoU presentation on how to enhance Clarity PPM performance.
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Portlet
A long time ago, in a Clarity PPM instance far, far way….people still needed to get the news.
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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.
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Presentation (Information)
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)
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.
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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.
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Technical Trick
Allows for exporting of data directly from the database.
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Portlet
A one-stop place for the PMO or management to view all critical information about projects.
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Presentation (Information)
This session discussed how sponsors can drive compliance within the organization through continued involvement.
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Presentation (Information)
A 2015 RegoU presentation on how to utilize Dashboards within Clarity PPM.
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Technical Trick
An overview of how hierarchical portlets can be exported to MS Excel.
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Training Documents
A Quick Reference Card that reviews the various options for exporting data from Clarity PPM.
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Presentation (Information)
This session reviewed strategies for getting data into your corporate BI tools.
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Presentation (Information)
A 2015 RegoU presentation providing an overview of financial management within Clarity PPM.
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Presentation (Information)
In this class, we discussed reasons for using financial management and what you need to start.
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Presentation (Information)
Reviews the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.
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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.
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Portlet
Displays yearly charge code financial information in a bar graph
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Portlet
Displays yearly charge code financial information in a stacked bar graph
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Portlet
Displays yearly charge code financial information
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Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
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Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
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Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
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Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
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Portlet
This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods.
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Reports
Provides financial summary by transaction class for multiple years in graphical year.
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Configurations & Apps
Outlines the steps to financially enable a role.
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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.
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Portlet
Bar Chart of Forecasted Utilization grouped by Resource OBS over time.
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Portlet
Produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month.
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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 %.
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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.
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Portlet
Allows you to view Full license counts by OBS and includes last login date.
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Portlet
Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.
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Presentation (Information)
How to XOG data in and out of objects, perform integrations, pass or receive FTP files, and handle errors effectively.
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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.
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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.
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Presentation (Information)
This class will teach you the basics of leveraging GEL within your workflow process.
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Presentation (Information)
This class taught the basics of leveraging GEL within your workflow process.
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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.
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Presentation (Information)
RegoU Presentation Slide deck used to teach the basics of leveraging GEL within your workflow process.
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Training Documents
Two Quick Reference Cards to assist with the general navigation of Clarity PPM.
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Training Documents
Provides a basic overview for navigation within Clarity
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Training Documents
General Overview & Navigation - Clarity V13
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Presentation (Information)
A 2015 RegoU presentation providing a introduction to Clarity PPM Data Model.
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Presentation (Information)
A 2015 RegoU presentation providing a introduction to GEL Scripts.
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Presentation (Information)
A 2015 RegoU presentation providing a introduction to NSQL for portlets.
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Portlet
The portlet shows Global Action Items in the instance.
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Portlet
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.
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Workflow Job
Process to allow approval of timesheets to a proxy
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Workflow Job
Workflow process that gives a resource’s Booking Manager with the rights to hard book that resource to a project.
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Workflow Job
Provides proxy, Resource Manager, Booking Manager and Resource with edit skill and calendar
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Workflow Job
Process to allow approval of timesheets to a proxy
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Workflow Job
Grants a Project Manager ‘Collaboration Manager’ rights to their resource.
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Workflow Job
Workflow process that grants project edit rights to individuals within a certain field on the project.
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Workflow Job
Grants each resource timesheet edit instance rights for his or her own timesheets
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Workflow Job
Grants a Resource Manager Calendar Edit and Timesheet Edit rights to their resources.
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Workflow Job
Gives a Resource Manager Timesheet Edit rights to their resources.
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Workflow Job
Grants edit rights to all team members on a project
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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.
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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.
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Technical Trick
Tech-trick to hide Save button from Sub-Objects
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Portlet
Bar graph displaying vendor hours or cost by month.
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Portlet
Displays vendor hour or cost by month.
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Presentation (Information)
A 2015 RegoU presentation provides an overview of how other companies are using Clarity PPM for application management.
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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 Rally Agile with Clarity PPM, that's what they were after—more business value for 250 product lines and 1,200 engineers.
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Technical Trick
This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
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Technical Trick
This document’s purpose is to help the reader copy and modify a Clarity PPM Jaspersoft report.
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Training Video
A video explaining the process of filtering and finding content in RegoXchange.
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Technical Trick
Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.
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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.
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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.
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