Presentation (Information)
In this session, Rego Expert Guide Robert Sirard presents a practical and tactical approach to using Clarity's PPM software and Rally's Agile software together to plan, track, monitor, and deliver products.
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Presentation (Information)
In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization.
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Presentation (Information)
In this white paper, Rego’s Grant Zemont provides insight on what your company can do to create an RMO to get you pointed in the right direction for success.
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Presentation (Information)
In this white paper, we’ll briefly discuss six Rego innovations and connectors designed to help organizations get more out of their Clarity investment.
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Presentation (Information)
In this webinar, Rego expert guides Alyson Poston and Wes McCoubrie will discuss Clarity KPIs and Metrics.
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Presentation (Information)
In this webinar, you'll learn how DC Water joined with Rego to construct an award-winning, metrics-based PMO using Rego’s Clarity innovations.
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Presentation (Information)
In this white paper, we discuss how using Clarity's Roadmap feature will get you pointed in the right direction for success.
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Portlet
Displays timesheet notes in one location by resource.
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Portlet
Displays timesheet notes in one location by resource.
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Training Documents
Quick Reference Card to assist in the creation, filling out and submission of a Timesheet in Clarity’s Modern User Experience.
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Portlet
This portlet will display WIP transactions that would not post in a financially enabled Clarity.
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Presentation (Information)
A recorded webinar that introduces the Excel Data Manager for Clarity.
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Presentation (Information)
Engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics.
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Presentation (Information)
A recorded webinar presents Agile Metrics
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Presentation (Information)
A recorded webinar demonstration on the enhancements found in Clarity 15.8.1.
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Presentation (Information)
A link for a recorded webinar - moving to the Modern UX in Clarity.
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Portlet
Displays the Revenue on a Project by Resource and Role.
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Portlet
Displays the Revenue on a Project by Resource and Role.
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Workflow Job
The process is built to clear the random timesheet locks that happen occasionally.
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Workflow Job
The process is built to clear the random timesheet locks that happen occasionally.
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Portlet
Portlet that shows the OBS name/ID and the associated hierarchy.
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Portlet
Portlet that shows the OBS name/ID and the associated hierarchy.
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Workflow Job
Copy documents from one risk to another.
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Workflow Job
Copy documents from one risk to another.
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Configurations & Apps
Integrates external non-labor financials into Clarity.
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Configurations & Apps
Integrates external non-labor financials into Clarity.
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Portlet
This portlet displays the monthly allocation per resource.
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Portlet
This portlet displays the monthly allocation per resource.
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Workflow Job
The workflow allows you to reassign one to many action items that are currently in a Resources queue.
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Workflow Job
Process used to clone roadmaps.
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Workflow Job
Process used to clone roadmaps.
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Portlet
Used to identify user edited views of objects and portlets.
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Portlet
Used to identify user edited views of objects and portlets.
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Portlet
This is a graphic portlet that pulls the average schedule variance by OBS node of the project.
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Portlet
This is a graphic portlet that pulls the average schedule variance by OBS node of the project.
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Portlet
This portlet displays list of resources with OBS rights.
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Portlet
This portlet displays list of resources with OBS rights.
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Portlet
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.
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Portlet
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.
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Portlet
Pie Chart Portlet to show realized benefits by category.
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Portlet
Pie Chart Portlet to show realized benefits by category.
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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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Reports
Report that allows for the export of Roadmap grid view data across several Roadmaps at a time.
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Reports
Report that allows for the export of Roadmap grid view data across several Roadmaps at a time.
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Reports
Project Storyboard – Jaspersoft Transaction Database report. The Project Storyboard report shows key aspects of a project that is organized in separate frames.
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Workflow Job
Workflow process designed to migrate Blueprints from one environment to another.
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Reports
Timesheet Detail – Jaspersoft Transaction Database report. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity.
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Reports
Project Status Summary – Jaspersoft Transaction Database report. The Project Status Summary report displays summary information about a project.
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Reports
Capacity vs. Allocation by OBS – Jaspersoft Transaction Database report. The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments.
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Reports
Over/Under Allocation by Resource – Jaspersoft Transaction Database report. The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource.
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Reports
Missing Time – Jaspersoft Transaction Database report. The Missing Time report displays resource available hours, timesheet hours entered, and timesheet hours missing by resource and time period.
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Reports
Capacity vs. Demand by Resource – Jaspersoft Transaction Database report. The Capacity vs. Demand by Resource report displays resource capacity and demand at the resource level across investments.
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Training Documents
Rego’s training material for using Open Workbench with Clarity PPM.
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Training Documents
Rego’s training material for time entry in the Clarity PPM Modern UX.
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Training Video
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience.
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Training Documents
Rego’s course material for Time Approval in Clarity PPM’s Modern User Experience.
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Training Documents
Rego’s course materials for managing projects with Clarity PPM - Modern User Experience.
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Training Documents
Rego’s Overview of the Project and Resource Management functions in Clarity PPM’s new Modern User Experience.
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Training Documents
Rego’s course materials for managing resources with Clarity PPM Classic.
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Training Documents
Rego’s course materials for managing projects with Clarity PPM Classic.
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Training Documents
Rego’s training materials for Managing Portfolios in Clarity.
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Training Documents
Rego’s course materials for utilizing Blueprints in the Modern UX of Clarity PPM.
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Training Documents
Rego’s training materials on the CA Productivity Accelerator – aka CAPA.
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Training Documents
Rego’s training materials on Clarity PPM Financials.
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Training Documents
Rego’s advanced training course material on the Data Model in Clarity PPM.
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Technical Trick
Version of the Phoenix UI with less padding and row-based attribute layout.
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Portlet
View all risks that are assigned to the user logged in.
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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
Displays the rates and its associated elements defined within a rate matrix.
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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.
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Portlet
Used to help identify task and milestone exceptions based on their baseline.
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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
Provides a simple view into the core jobs/engines to evaluate Clarity health.
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Portlet
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object.
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Portlet
Displays financial settings across multiple resources.
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Workflow Job
A process to Remove PM Auto Permissions.
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Configurations & Apps
Estimation object, processes and portlets to define and report on resource estimation.
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Workflow Job
Emails all PMs who have projects that need updates or time validation.
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Workflow Job
Weekly email to a PM at the end of each week showing the items that the PM needs to do.
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Portlet
Shows a count of all ideas by type.
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Workflow Job
Cleanup process to remove inactive users as Group members.
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Portlet
Horizontal Bar Graph that displays the total of projects for each Business Owner/Sponsor for select Parent Project Stage. Includes required filter: Project Parent Stage.
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Configurations & Apps
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
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Portlet
Displays resources with instance rights assigned to investments.
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Portlet
Portlet that shows all cost plans from projects within the program.
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Portlet
Portlet that shows ideas by stage and is grouped by sponsor.
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Configurations & Apps
The purpose of the Excel Allocation Interface is to allow users to upload monthly resource allocations to projects and ideas in CA PPM.
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Configurations & Apps
The idea allocation uploader allows you to import in allocations from an external Excel spreadsheet.
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Workflow Job
The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects.
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Workflow Job
This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
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Portlet
Shows timesheet compliance information by OBS.
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Portlet
The Drilldown displays resource data based on a specific selection from the pie chart.
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Portlet
Projects and Task Hierarchy Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.
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Portlet
The portlet provides a portlet based view of the timeslice settings.
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Portlet
This portlet shows planned benefits across the system, grouped by Goal.
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Portlet
This portlet displays the portfolios with hierarchy (child portfolios).
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Portlet
Portlet to show the stage of any Action Item triggered by Timesheet submission.
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Portlet
The portlet displays posted time by project for the logged in user based on time period and date range.
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Configurations & Apps
The Rego Lessons Learned module is designed as a Project Sub-Object used to capture lessons learned during execution and closure of a project.
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