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.
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Training Documents
A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity.
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Training Documents
A Quick Reference Guide to assist in the creation of teams in Clarity’s Modern UX.
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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.
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Presentation (Information)
A RegoU course where you could learn how to use Camtasia Studio to make your own visual, educational FAQ.
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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.
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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.
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Portlet
Displays all custom system attributes within Clarity
theWorX
Portlet
Displays all custom system attributes within Clarity.
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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
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience.
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Configurations & Apps
Allows customization for updating records via LDAP.
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Portlet
Displays license counts based on negotiated terms with CA.
theWorX
Portlet
Displays license counts based on negotiated terms with CA. On Premise Only
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Portlet
Displays license information for each user based on negotiated terms with CA
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Portlet
Displays license information for each user based on negotiated terms with CA.
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Portlet
This portlet shows users that have made changes to portlets.
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Portlet
This portlet shows users that have made changes to portlets.
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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.
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Portlet
Compares multiple baselines on a project
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Portlet
Compares multiple baselines on a project.
theWorX
Portlet
Provides an overview of all change requests on the project
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Portlet
Provides an overview of all change requests on the project.
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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.
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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.
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Portlet
Provides an overview of all risks on the project.
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Portlet
Provides an overview of all risks on the project.
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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.
theBasiX
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.
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Portlet
Provides an overview of the project status on a single line.
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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.
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Portlet
Displays project data issues.
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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.
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.
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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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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.
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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)
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.
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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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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
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
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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.
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.
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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.
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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.
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.
theWorX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.
theWorX
Training Documents
A Quick Reference Guide to assist in entering financial transactions into Clarity’s Classic UX.
theBasiX
Portlet
A long time ago, in a Clarity PPM instance far, far way….people still needed to get the news.
theBasiX
Portlet
A long time ago, in a CA 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.
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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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Presentation (Information)
A recorded webinar that introduces the Excel Data Manager for Clarity.
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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.
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.
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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.
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Training Documents
A Quick Reference Guide to assist in looking at Financial Actuals in Clarity’s Modern UX.
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