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)
A 2019 RegoU presentation that taught how to XOG data into 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
Presentation (Information)
A 2019 RegoU class that was designed for those who have never used GEL before.
theBasiX
Training Documents
Two Quick Reference Cards to assist with the general navigation of Clarity PPM.
theBasiX
Training Documents
Provides a basic overview for navigation within Clarity
theBasiX
Training Documents
General Overview & Navigation - Clarity V13
theBasiX
Training Documents
A Quick Reference Guide covering General Overview and Navigation in the New UX. (as of v15.6.1)
theBasiX
Presentation (Information)
A 2019 RegoU presentation that discusses how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing a introduction to Clarity 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 Clarity PPM for application management.
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 Rally Agile with Clarity PPM, that's what they were after—more business value for 250 product lines and 1,200 engineers.
theBasiX
Technical Trick
This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
theBasiX
Technical Trick
This document’s purpose is to help the reader copy and modify a Clarity PPM Jaspersoft report.
theBasiX
Presentation (Information)
A 2019 RegoU presentation to learn some fundamental graphic design principles such as grid theory, ink-to-data ratio, flow, balance, and more.
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
Technical Trick
Instructions on how to change Chart colors in a Jaspersoft Studio report.
theWorX
Training Video
A video explaining the process of creating a RegoXchange Registration and User ID.
theBasiX
Technical Trick
This tech-trick defines how to run a Jaspersoft report using Rest API.
theWorX
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 Documents
This tech-trick details the steps to set colors for an HTML5 Graph.
theBasiX
Training Video
A video explaining the elements of the RegoXchange product page.
theBasiX
Technical Trick
Instructions on how to use markup (such as HTML markup) in a field in your report.
theWorX
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 Clarity PPM 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
Presentation (Information)
A RegoU 2019 class that explores some of the options you can use to build helpful portlets with 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
Technical Trick
Displays Image preview of PDF, Text, Image(png), MS Excel, MS Word and MS PowerPoint.
theBasiX
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
Portlet
Shows items still pending for inactive resources.
theWorX
Portlet
This is a grid portlet to show projects with dates more than 20 years in future or past.
theWorX
Configurations & Apps
Displays an overview of incident and related task information
theWorX
Portlet
View all notes attached to incidents.
theWorX
Portlet
Graph that displays open and closed incidents
theWorX
Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
theWorX
Technical Trick
Increase the length of the OBS field.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Rego’s team will reveal the strategies they use to drive adoption and ensure user input.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides ideas on increasing the positive perception and internal adoption of Clarity PPM.
theBasiX
Presentation (Information)
Common compliance problems and discuss potential solutions to help your increase compliance within your organization.
theBasiX
Configurations & Apps
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
theBasiX
Presentation (Information)
In this workflows starter, we’ll show you case studies for great workflows, best practice designs, and how to extend your performance with workflows.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Although Clarity continues to offer more and more project management functionality in the browser, we continue to see organizations that want to leverage desktop tools such as MSP.
theBasiX
Presentation (Information)
In this webinar, we will cover common integrations, integration methods, and different tool options for use in your On Demand or On Premise environment.
theBasiX
Presentation (Information)
Review the most common interfaces to and from Clarity PPM, including best practice use cases and lessons learned from real implementations.
theBasiX
Presentation (Information)
This class reviews the most common interfaces to and from Clarity PPM, including best practice use cases and lessons learned from real implementations.
theBasiX
Presentation (Information)
Review the pros and cons of various integration methods and provide best practice on how to handle various interfaces.
theBasiX
Presentation (Information)
This class reviews the pros and cons of various integration methods and provide best practice on how to handle various interfaces.
theBasiX
Presentation (Information)
RegoU presentation slide deck used to review the pros and cons of various integration methods and provide best practice on how to handle various interfaces.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Strong visuals can help tell a compelling analytics story and get your recommendations implemented.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides ideas creating an interface with Clarity PPM through integration.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Providing users with an intuitive, clean interface is one of the most important aspects of user adoption.
theBasiX
