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).
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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).
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Training Video
YouTube Training Video Link - Roadmaps - View Staffing Periods (Time Period Span and Telescope)
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Training Video
YouTube Training Video Link - Modern UX Roadmaps: Create a Global Lookup Attribute
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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).
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Technical Trick
Displays Image preview of PDF, Text, Image(png), MS Excel, MS Word and MS PowerPoint.
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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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Reports
Calendar view of Projects, Milestones and Tasks in a Jaspersoft Report.
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Reports
Monthly calendar view that shows actuals posted by a user for selected month.
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Reports
Monthly calendar view showing actuals posted by logged in user.
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Reports
Grid report that displays current status report for a project or across multiple projects.
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Reports
Display time entries by resource over a period.
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Technical Trick
Grid report that displays project baseline variance at task level across multiple projects.
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Reports
This process produces a Microsoft Excel report using CA Clarity PPM portal users as the source of user information.
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Portlet
Provides a simple view into the core jobs/engines to evaluate Clarity health.
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Technical Trick
This document’s purpose is to help the reader copy and modify a CA PPM Jaspersoft report.
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Training Documents
This tech-trick details the steps to set colors for an HTML5 Graph.
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Technical Trick
This tech-trick details the steps to convert an ad-hoc view to a report.
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Technical Trick
This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
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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.
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Reports
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis.
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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.
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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.
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Presentation (Information)
Rego has two cutting-edge tools for the Modern UX.
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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.
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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.
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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.
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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.
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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.
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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.
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Reports
Displays Risks KPIs across multiple projects.
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Reports
Displays Issues KPIs across multiple projects.
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Reports
Displays Change Requests KPIs across multiple projects.
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Presentation (Information)
In this report, we outline the top 6 trends for PPM wellness in the current healthcare climate.
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Presentation (Information)
See what six things you can do to speed up your ideation process.
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Presentation (Information)
report to help your company learn the best practices for setting up a resource management office correctly.
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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.
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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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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.
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Presentation (Information)
Use this guide from Rego to help you navigate your transformation.
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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.
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Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise CA PPM to its cloud alternative.
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Training Documents
This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency.
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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.
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Presentation (Information)
This class will review best practices for implementing Agile within traditionally waterfall organizations.
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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.
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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.
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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.
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Presentation (Information)
Yes - Agile and Waterfall can co-exist and provide significant value to an organization when done properly.
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Presentation (Information)
Explore how to enable an IT-Centric planning process, and learn how the foundational improvements that are critical for your success.
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Presentation (Information)
Six things you can do to speed up your ideation process.
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Presentation (Information)
Review the principles of dashboarding, review Power BI, and show you how to build an interactive dashboard.
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Presentation (Information)
Reviews principles of dashboarding, train you on using Power BI and show you how to build an interactive dashboard.
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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.
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Presentation (Information)
More projects. More demands. Shorter Timelines. Slim budgets. Align projects with the organization's strategic plan.
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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.
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Presentation (Information)
regoLink specializes in delivering world-class integrations and service packages for PPM administrators.
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Presentation (Information)
How to create smart KPIs for Your PMO.
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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.
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Presentation (Information)
How to identify what PPM can really do for you and the strategies you can use for effective promotion.
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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.
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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.
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Presentation (Information)
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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.
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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.
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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.
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Presentation (Information)
Now with CA PPM, you can use one Report Bursting process to automatically create unique reports for specific users in dynamic lists.
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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.
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Presentation (Information)
A demo on how to use Modern UX functionality for Staffing and Time Management in CA PPM 15.4.
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Presentation (Information)
A demo on how to use Modern UX functionality for Project Management and Blueprints in CA PPM 15.4.
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Presentation (Information)
A demo of the 15.4.1. dot release, including new Roadmap syncing capability.
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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.
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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.
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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.
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Reports
Displays Assignment KPIs across multiple projects.
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Reports
Displays compliance status for various cost and effort KPIs required for project managers.
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Reports
Displays critical KPIs associated with a Team Member.
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Reports
Displays demand status for various roles.
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Reports
Displays compliance status for various KPIs required for resource managers.
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Reports
Displays Planned, Budget and Actual Cost of multiple projects by Month.
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Workflow Job
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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Reports
Displays compliance status for various KPIs required for project managers.
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Reports
Displays compliance status for various KPIs required for project managers.
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Reports
Details on Allocation, ETC, EAC and Actual hours for Projects.
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Reports
Project Schedule, Scope, Cost and Effort Statuses along with Planned, Budget and Actual Costs.
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Reports
Count of Projects by Stage.
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Reports
Bar chart that displays count of projects that are within or exceeding budget.
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Reports
Bar chart that displays count of projects by out of box Stage attribute.
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Technical Trick
Tips on using the Power BI reports in RegoXchange.
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Technical Trick
CA PPM Reporting Capabilities for v15.4+
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Portlet
Displays financial settings across multiple resources.
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Workflow Job
Removes Investment Participants and their Security Permissions.
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Workflow Job
A process to Remove PM Auto Permissions/Rights.
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Workflow Job
A process to Remove RM Auto Permissions/Rights.
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Reports
Displays critical information related to projects within a program.
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Reports
Displays pending actuals on tasks across multiple projects.
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Reports
Missing Timesheets by Resource Manager
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Reports
Missing Timesheets by Project Manager
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Reports
Missing Timesheets by OBS.
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Reports
Project Risks information by OBS, Priority, Status and Year.
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