Reports
Displays data issues associated with projects.
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Portlet
Displays project data issues.
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Portlet
Displays missing information for resources.
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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)
A 2019 RegoU presentation that digs into the data modeling for timeslices in Clarity PPM.
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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)
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.
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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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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)
A 2019 RegoU presentation that discusses some best Demand Management practices from successful customers.
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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 2019 RegoU presentation that reviews the OOTB objects, 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)
A 2019 RegoU presentation deck use to facilitate a round table discussion on Demand Management in Clarity PPM.
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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 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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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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Portlet
A long time ago, in a CA 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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Presentation (Information)
A 2019 RegoU presentation that explores the possibilities that embrace Excel as a great data entry tool.
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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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Portlet
Portlet displays information regarding projects the user has security rights to view.
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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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Configurations & Apps
This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.
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Configurations & Apps
This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.
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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 2019 RegoU presentation that 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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Presentation (Information)
A 2019 RegoU presentation deck used to facilitate a roundtable discussion on the use of Financials in Clarity PPM.
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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 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
Displays yearly charge code financial information across all projects.
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Portlet
Displays yearly charge code financial information in a bar graph.
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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 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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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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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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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
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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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)
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.
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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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Presentation (Information)
A 2019 RegoU class that was designed for those who have never used GEL before.
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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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