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
Produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month.
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Portlet
Aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.
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Portlet
Aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart.
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Portlet
Aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.
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Portlet
Pie Chart that Aggregates Realized Benefits by OBS for Active Projects.
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Workflow Job
A workflow to populate Project Cost Plan of Record using a Job.
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Portlet
Pie Chart portlet of Realized Benefits by Objective of any Portfolio with drill-down.
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Portlet
Displays the rates and its associated elements defined within a rate matrix.
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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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Portlet
This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods.
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Technical Trick
Instructions on how to change Chart colors in a Jaspersoft Studio report.
theWorX
Technical Trick
Instructions on how to use markup (such as HTML markup) in a field in your report.
theWorX
Technical Trick
Instructions on how to find the information needed to connect Jaspersoft Studio to your Clarity instance.
theWorX
Technical Trick
Change what programming language is used by a Jaspersoft Report.
theWorX
Portlet
Bar Chart of Forecasted Utilization grouped by Resource OBS over time.
theWorX
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.
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Reports
Dashboard that shows health of all the projects managed by a Project Manager.
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Reports
Provides financial summary by transaction class for multiple years in graphical year.
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Reports
Displays Allocations, Availability, Assignments and Actuals of resources in graphical way.
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Reports
Displays allocation compliance for various resources.
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Reports
Displays allocation compliance for various resources.
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Reports
Displays Allocation Percent compliance for various resources.
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Reports
Displays Allocation Percent compliance for various resources.
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Reports
Displays Actuals and ETC for resource assignments across multiple projects.
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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.
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Portlet
Used to help identify task and milestone exceptions based on their baseline.
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Training Video
YouTube Training Video Link - Covers the Group By functionality available within Financial Plans in Projects within the Modern UX of Clarity 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.
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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 pick lists in the Modern UX Roadmap of Clarity 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.
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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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Reports
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 Clarity 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.
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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.
theBasiX
Presentation (Information)
Rego has two cutting-edge tools for the Modern UX.
theBasiX
Presentation (Information)
Clarity 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 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 (Clarity PPM Consultant) and Jerry Dolak (Clarity PPM Project Delivery), we’ll review When, Why, & How to Stay Out-of-the-Box with Clarity 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.
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Reports
Displays Issues KPIs across multiple projects.
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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 Clarity 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 Clarity PPM 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 Clarity 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 Clarity 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
