Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Agreements in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Grid View in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience.
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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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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creations of Blueprints for Custom Investments in Clarity’s Modern User Experience.
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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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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience.
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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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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with managing Task Assignments in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of URL links and use of the conversation functionality in Clarity’s Modern User Experience.
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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
This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with accessing the various project views in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with timesheet approval.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist Admins with Timesheet settings.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Common Grid. You can find the grid throughout the application to manage projects, tasks, roadmaps, ideas, and timesheets to name a few.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the My Tasks View in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.0 views.
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Workflow Job
A process to Remove RM Auto Permissions.
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Portlet
A portlet that provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity.
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Portlet
A portlet that provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity.
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Workflow Job
A workflow process that creates Forecast from Actuals and Allocations.
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Workflow Job
A workflow process that creates Forecast from Actuals and Allocations.
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Configurations & Apps
Used to send email communications to Clarity users.
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Configurations & Apps
Used to send email communications to Clarity users.
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Technical Trick
A Portlet Mockup Template built in Excel.
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Portlet
Displays metrics of processes that have been run.
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Portlet
Displays metrics of processes that have been run.
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Portlet
Displays the Revenue on a Project by Month.
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Portlet
Displays the Revenue on a Project by Month.
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Portlet
Displays the Revenue on a Project by Month.
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Configurations & Apps
Add-On App that allows Roles and their Capacity and Allocations to be included in the Roadmap in Clarity’s Modern UX.
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Presentation (Information)
A course recording from Rego University 2021. This course covered materials presented by the Broadcom leadership team.
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered material presented by the Broadcom leadership team.
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Training Video
A course recording from Rego University 2021. Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance.
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Training Video
A course recording from Rego University 2021. Do you want to add REST interfaces to your Clarity instance? We’ll walk you through specific custom interface examples in GEL and showcase Rego’s Data Processor REST capabilities you can leverage to reduce the time and cost of implementation.
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Training Video
A course recording from Rego University 2021. Do you want to know more about building file-based integrations? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools.
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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.
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Presentation (Information)
A course recording from Rego University 2021. Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo.
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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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Presentation (Information)
A course recording from Rego University 2021. It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
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Training Video
A course recording from Rego University 2021. Have you considered using Rally in conjunction with Clarity? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
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Training Video
A course recording from Rego University 2021. Would you like to get an overview of the fundamentals of Agile? This session will dispel the misconceptions of Agile and provide an understanding and definition of terms such as “bi-modal”, “Scrum”, “Kanban”, “weighted shortest job first” and “SAFe”.
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Training Documents
A course recording from Rego University 2021. Agile metrics can be very different from traditional waterfall metrics. This session will walk through some of the key Agile metrics describing how and why they are used. Effective methods in reporting and sharing will also be covered.
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Training Video
A course recording from Rego University 2021. Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting.
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Presentation (Information)
A course recording from Rego University 2021. A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials.
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Presentation (Information)
A course recording from Rego University 2021. MITRE will discuss the recent revival of Clarity enabled by an upgrade and elimination of on-premise, non-compliant customizations and their success story. The project leader will address the steps to execute this transformation and the approach taken towards organizational change management.
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Presentation (Information)
A course recording from Rego University 2021. In this session you’ll hear about how Hershey’s is using Clarity and Rally to plan and manage their work in a hybrid project management environment. Some of the key capabilities used in both tools will be covered and you’ll hear about their integration approach.
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Training Documents
A course recording from Rego University 2021. Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities.
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Training Video
A course recording from Rego University 2021. By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
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Training Documents
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management.
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Training Video
A course recording from Rego University 2021. Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution.
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Training Video
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences.
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Training Video
A course recording from Rego University 2021. Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Training Video
A course recording from Rego University 2021. Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity and help you understand the best way to output your data.
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Training Video
A course recording from Rego University 2021. Are you starting a project/financial management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Training Video
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences.
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Training Video
A course recording from Rego University 2021. We have found that one of the keys to long term success within PPM is to have a living strategic roadmap. An organization must have a vision of where they want to be and must keep moving forward. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.
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Training Documents
A course recording from Rego University 2021. Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Training Video
A course recording from Rego University 2021. Broadcom’s Laureen Knudsen and Noël Rodriguez discuss the current and evolving state of the PMO.
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Training Video
A course recording from Rego University 2021. Are you still using all classic UX? Are you wondering how and when you should transition to the new UX? This class will be a practical guide on how to know what to move and when to move. We will discuss real use cases and help provide guidance on this strategic decision.
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Training Video
A course recording from Rego University 2021. Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises. Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
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Training Video
A course recording from Rego University 2021. With every new PPM process, the organization must adopt change. Change is constant in an organization. This session will talk about keys to successfully leading change vs. just implementing change in your organization.
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Training Video
A course recording from Rego University 2021. Are you on an older version of Clarity? Do you want to understand the value of the new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.
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Training Video
A course recording from Rego University 2021. Are you struggling to get data compliance within your instance of Clarity? This class will talk about common compliance problems and discuss potential solutions to help your increase compliance within your organization.
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Training Video
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both classic and new UX highlighting differences.
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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.
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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.
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Presentation (Information)
A course recording from Rego University 2021. What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations.
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Presentation (Information)
A course recording from Rego University 2021. Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
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Presentation (Information)
A course recording from Rego University 2021. Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution.
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Training Video
A course recording from Rego University 2021. Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach.
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Training Video
A course recording from Rego University 2021. Do you need to increase user adoption? Participate in this interactive discussion on the best practices for energizing your user base and increasing Clarity value perception.
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Presentation (Information)
A course recording from Rego University 2021. What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry? This class will share Rego's observations on industry trends within PPM.
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Presentation (Information)
A course recording from Rego University 2021. Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets.
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Presentation (Information)
A course recording from Rego University 2021. Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.
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Presentation (Information)
A course recording from Rego University 2021. No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers.
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