Training Documents
This details how to adjust your time once the timesheet has posted.
theBasiX
Portlet
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI ? Collaboration tab or via the New UX Documents module.
theWorX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Workflow Job
Populates the timesheet based on the task ETC.
theWorX
Presentation (Information)
A Single Page explainer document that shares information on Rego's Action Item Responder.
theBasiX
Presentation (Information)
Single Page explainer document that shares information on Rego's Clarity MSP Connector.
theBasiX
Reports
Timesheet Compliance Dashboard shows number of timesheets by Status, Resource Manager, Organization structure and employment type.
theWorX
Reports
RM Dashboard is a dashboard designed to provide resource managers with an insight into Allocation, Actuals and Availability of the resources managed by them.
theWorX
Reports
Dashboard that shows health of all the projects managed by a Project Manager.
theWorX
Reports
Provides financial summary by transaction class for multiple years in graphical year.
theWorX
Reports
Displays Allocations, Availability, Assignments and Actuals of resources in graphical way.
theWorX
Reports
Displays allocation compliance for various resources.
theWorX
Reports
Displays allocation compliance for various resources.
theWorX
Reports
Displays Allocation Percent compliance for various resources.
theWorX
Reports
Displays Allocation Percent compliance for various resources.
theWorX
Reports
Displays Actuals and ETC for resource assignments across multiple projects.
theWorX
Technical Trick
This tech-trick defines how to run a Jaspersoft report using Rest API.
theWorX
Technical Trick
Retrieves logged in User related values (ex: skill set) in timesheet.
theWorX
Portlet
Used to help identify task and milestone exceptions based on their baseline.
theWorX
Training Video
YouTube Training Video Link - Covers the Group By functionality available within Financial Plans in Projects within the Modern UX of Clarity PPM (CA PPM).
theBasiX
Training Video
YouTube Training Video Link - This video shows Project Team Members and Project Managers how to access tasks in the Modern UX of Clarity PPM (CA PPM).
theBasiX
Training Video
YouTube Training Video Link - Roadmaps - View Staffing Periods (Time Period Span and Telescope)
theBasiX
Training Video
YouTube Training Video Link - Modern UX Roadmaps: Create a Global Lookup Attribute
theBasiX
Training Video
YouTube Training Video Link - Now Portfolio Managers can create and save custom picklists in the Modern UX Roadmap of Clarity PPM (CA PPM).
theBasiX
Technical Trick
Displays Image preview of PDF, Text, Image(png), MS Excel, MS Word and MS PowerPoint.
theBasiX
Portlet
This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Reports
Calendar view of Projects, Milestones and Tasks in a Jaspersoft Report.
theWorX
Reports
Monthly calendar view that shows actuals posted by a user for selected month.
theWorX
Reports
Monthly calendar view showing actuals posted by logged in user.
theWorX
Reports
Grid report that displays current status report for a project or across multiple projects.
theWorX
Reports
Display time entries by resource over a period.
theWorX
Reports
Grid report that displays project baseline variance at task level across multiple projects.
theWorX
Reports
This process produces a Microsoft Excel report using CA Clarity PPM portal users as the source of user information.
theWorX
Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
theWorX
Technical Trick
This document’s purpose is to help the reader copy and modify a CA PPM Jaspersoft report.
theBasiX
Training Documents
This tech-trick details the steps to set colors for an HTML5 Graph.
theBasiX
Technical Trick
This tech-trick details the steps to convert an ad-hoc view to a report.
theBasiX
Technical Trick
This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
theBasiX
Reports
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects.
theWorX
Reports
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis.
theWorX
Reports
All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations.
theWorX
Presentation (Information)
Today's webinar will help you master Stage Gates and Phase Gates. We'll show you sample processes, discuss configuration options, and cover the tracking choices you already have available out-of-the-box.
theBasiX
Presentation (Information)
Rego has two cutting-edge tools for the Modern UX.
theBasiX
Presentation (Information)
CA PPM 15.5 became available for general use in early September. New features for this point release focus on the New UX and include
teams,
channels,
roadmaps,
and beta investment types.
theBasiX
Presentation (Information)
Great roadmaps drive an organization and support PPM adoption and maturation. They tend to fall into two categories, those meant to steer an existing platform and those that lay the foundation for a new platform.
theBasiX
Presentation (Information)
Do you have a clear set of metrics and outcomes to demonstrate your PMOs value?
Download Rego’s free guide to measuring and reporting on PMO success.
theBasiX
Presentation (Information)
This paper discusses important things to consider when you incorporate Agile practices and tools. It points out common pitfalls to avoid and provides best practices to ease your transition.
theBasiX
Presentation (Information)
Every new CA PPM (Clarity PPM) implementation begs the question, “How much configuration do we need?” And it’s not just new companies asking. We have many customers with established environments who turn to Rego Consulting with a similar question: “Are we over-configured? The environment feels out-of-control.”
With the help of Rego Guides Wes McCoubrie (CA PPM Consultant) and Jerry Dolak (CA PPM Project Delivery), we’ll review When, Why, & How to Stay Out-of-the-Box with CA PPM.
theBasiX
Presentation (Information)
One of the most frequent questions we're asked by clients is what are the latest best practices and trends you see? Well, you're in luck! We've polled 120 of our expert guides and consolidated their feedback into Rego's 7 PPM Trends you Need to Know.
theBasiX
Reports
Displays Risks KPIs across multiple projects.
theWorX
Reports
Displays Issues KPIs across multiple projects.
theWorX
Reports
Displays Change Requests KPIs across multiple projects.
theWorX
Presentation (Information)
In this report, we outline the top 6 trends for PPM wellness in the current healthcare climate.
theBasiX
Presentation (Information)
See what six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
report to help your company learn the best practices for setting up a resource management office correctly.
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)
In this white paper, we’ll discuss two key components of selling the value of PPM.
theBasiX
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
Presentation (Information)
Use this guide from Rego to help you navigate your transformation.
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
Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise CA PPM to its cloud alternative.
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
Training Documents
This white paper breaks down what it means to have a strategic PPM roadmap, and why your organization should always keep it current and close at hand.
theBasiX
Presentation (Information)
This class will review best practices for implementing Agile within traditionally waterfall organizations.
theBasiX
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 CAPPM aggregation tables.
theBasiX
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.
theBasiX
Presentation (Information)
Every year IT leaders are tasked with driving down costs, being more efficient, and bringing greater value to the organization. This webinar will introduce leaders to APM, show them how an APM strategy can significantly reduce costs, and then provide steps to get started.
theBasiX
Presentation (Information)
Yes - Agile and Waterfall can co-exist and provide significant value to an organization when done properly.
theBasiX
Presentation (Information)
Explore how to enable an IT-Centric planning process, and learn how the foundational improvements that are critical for your success.
theBasiX
Presentation (Information)
Six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
Review the principles of dashboarding, review Power BI, and show you how to build an interactive dashboard.
theBasiX
Presentation (Information)
Reviews principles of dashboarding, train you on using Power BI and show you how to build an interactive dashboard.
theBasiX
Presentation (Information)
Learn how an RMO can support the organization in managing resource capacity vs demand, the changing management tips that will ensure your OMO processes and policies actually stick, and the most important question: how to define RMO operating models, processes and reporting.
theBasiX
Presentation (Information)
More projects. More demands. Shorter Timelines. Slim budgets. Align projects with the organization's strategic plan.
theBasiX
Presentation (Information)
Join PPM experts from Mayo Clinic, Trinity Health, IBC, Rego Consulting, and CA to learn how these companies have successfully used CA PPM to deal with change and maximize business contribution.
theBasiX
Presentation (Information)
regoLink specializes in delivering world-class integrations and service packages for PPM administrators.
theBasiX
Presentation (Information)
How to create smart KPIs for Your PMO.
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)
How to identify what PPM can really do for you and the strategies you can use for effective promotion.
theBasiX
Presentation (Information)
Want to read, respond, and repeat without leaving your inbox? Finally, we have a way to respond to action items without logging into CA PPM.
theBasiX
Presentation (Information)
Webinar covers six key areas for evaluating your PPM Solution. From dependencies to implementation requirements and user communities, learn how to vet your PPM solution with confidence.
theBasiX
Presentation (Information)
theBasiX
Presentation (Information)
We’ve worked with many PMOs who were concerned about getting to market faster but felt limited by tools and process. Some organizations started taking a lean approach with home-grown methods. Some started with SAFe. We helped them move fully into the solution.
theBasiX
Presentation (Information)
Transformation is high-stakes and complex, and solid plans tend to go awry after they’re handed off to different units for execution.
theBasiX
Presentation (Information)
With more pressure on IT budgets than ever, many organizations are calculating TCO (total cost of ownership) for applications, services, and capabilities to explain and defend IT costs.
theBasiX
Presentation (Information)
Now with CA PPM, you can use one Report Bursting process to automatically create unique reports for specific users in dynamic lists.
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 CA Agile Central with CA PPM, that's what they were after—more business value for 250 product lines and 1,200 engineers.
theBasiX
Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in CA PPM 15.4.
theBasiX
Presentation (Information)
A demo on how to use Modern UX functionality for Project Management and Blueprints in CA PPM 15.4.
theBasiX
Presentation (Information)
A demo of the 15.4.1. dot release, including new Roadmap syncing capability.
theBasiX
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)
Most new companies start with SaaS hosting, and many On Premise companies make the switch. They like to outsource their infrastructure and upgrade easily. On the other hand, accessing a common, central system means CA PPM can’t be customized.
theBasiX
Presentation (Information)
Before Rego's Action Item Responder (AIR), everyone had to log into CA PPM to reply to action items. Now users can approve and reject everything from email.
theBasiX
Reports
Displays Assignment KPIs across multiple projects.
theWorX
Reports
Displays compliance status for various cost and effort KPIs required for project managers.
theWorX
Reports
Displays critical KPIs associated with a Team Member.
theWorX
Reports
Displays demand status for various roles.
theWorX
Reports
Displays compliance status for various KPIs required for resource managers.
theWorX
Reports
Displays Planned, Budget and Actual Cost of multiple projects by Month.
theWorX
