Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Agreements in Clarity’s Modern User Experience.
theBasiX
Training Video
A course recording from Rego University 2021. Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session.
theBasiX
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 Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of Program Milestones in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of project level dependencies.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of teams in Clarity’s Modern UX.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.
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)
A presentation slide deck from Rego University 2021. PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery.
theBasiX
Training Video
A course recording from Rego University 2021. PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery.
theWorX
Portlet
Displays resources in the system and his or her current proxy
theWorX
Portlet
Displays resources in the system and his or her current proxy.
theWorX
Portlet
Displays all custom system attributes within Clarity
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
Portlet
Shows a monthly calendar with project and program information including milestones by PM.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. The document reviews creating views and using Apps in Rally. Then digs into creation of Dashboards.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience.
theBasiX
Configurations & Apps
Allows customization for updating records via LDAP.
theWorX
Portlet
Displays license counts based on negotiated terms with CA.
theWorX
Portlet
Displays license counts based on negotiated terms with CA. On Premise Only
theWorX
Portlet
Displays license information for each user 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
Portlet
This portlet shows users that have made changes to portlets.
theWorX
Presentation (Information)
A course recording from Rego University 2021. Are you looking for some great examples of dashboards that include metrics/KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Are you looking for some great examples of dashboards that include metrics/KPIs? This session will 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
Compares multiple baselines on a project.
theWorX
Portlet
Provides an overview of all change requests on the project
theBasiX
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
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 issues on the project.
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Portlet
Provides an overview of all milestones 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 all risks on the project.
theBasiX
Portlet
Provides an overview of highest-level tasks on the project.
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Portlet
Provides an overview of highest-level tasks on the project.
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Portlet
This portlet displays all programs and portfolios a project is a subproject of
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Portlet
Provides an overview of the project.
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Portlet
Portlet gives a set of high-level information about the project.
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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
Portlet
Gives an overview of the project overall status as well as the status indicators on the "current" status report object.
theBasiX
Portlet
Provides an overview of the project status on a single line.
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
Portlet
Displays project data issues.
theBasiX
Reports
Displays data issues associated with projects.
theWorX
Portlet
Displays project data issues.
theBasiX
Portlet
Displays missing information for resources.
theBasiX
Portlet
Displays missing information for resources.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered Project Tables, OBS, Timeslices, and Methods to find DB objects.
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 presentation slide deck from Rego University 2021. This course covered Investment Tables and Admin Activities and System Settings.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document outlines the training for our Data Model Class.
theBasiX
Workflow Job
This is a process to lock any users that have not logged in within the last 90 days.
theWorX
Workflow Job
This is a process to lock any users that have not logged in within the last 90 days.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. Outline document for a discussion on new features in Clarity’s Modern UX.
theBasiX
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
Training Documents
A Rego training deck covering Demand Management in Clarity PPM.
theBasiX
Training Documents
A Rego training deck around Demand Management in Clarity PPM, the Classic UX, standard theme.
theBasiX
Training Documents
A slide deck used in Rego training sessions to cover Demand Management in Clarity’s Modern UX.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on Demand Management.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that discusses some best Demand Management practices from successful customers.
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 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
Presentation (Information)
A presentation slide deck from Rego University 2022. A class on building a defensible cost model.
theBasiX
Presentation (Information)
A course recording from Rego University 2021. Has your organization made significant investments in technology solutions without seeing precise results? A holistic Ecosystem Assessment will evaluate the current state of your project management practices across People, Process, Tools and Governance to compare against industry best practice.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Has your organization made significant investments in technology solutions without seeing precise results? A holistic Ecosystem Assessment will evaluate the current state of your project management practices across People, Process, Tools and Governance to compare against industry best practice.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. An overview of Rego’s Digital Ecosystem Assessment offering.
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
Presentation (Information)
A presentation slide deck from Rego University 2022. The document covers Doing Agile, Agile Manifesto and then Being Agile.
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)
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 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
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)
A 2015 RegoU presentation on how to enhance Clarity PPM performance.
theBasiX
Training Documents
A review of accessing and selecting timesheets in Clarity’s Modern UX.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.
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