Work Categories

Work Types

Keyword

Portlet

Allocation Details by Work Effort Manage - Postgres

This portlet displays the monthly allocation per resource.
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Portlet

Allocation Details by Work Effort Manage - Oracle

This portlet displays the monthly allocation per resource.
theWorX
Workflow Job

Action Item Reassignment in Clarity - Postgres

The workflow allows you to reassign one to many action items that are currently in a Resources queue.
theWorX
Workflow Job

Roadmap Cloning - Postgres

Process used to clone roadmaps.
theWorX
Workflow Job

Roadmap Cloning - Oracle

Process used to clone roadmaps.
theWorX
Portlet

Users with Customized Object/Portlet Views - Postgres

Used to identify user edited views of objects and portlets.
theWorX
Portlet

Users with Customized Object/Portlet Views - Oracle

Used to identify user edited views of objects and portlets.
theWorX
Portlet

Schedule - Average Percent Variance - Postgres

This is a graphic portlet that pulls the average schedule variance by OBS node of the project.
theWorX
Portlet

Schedule - Average Percent Variance - Oracle

This is a graphic portlet that pulls the average schedule variance by OBS node of the project.
theWorX
Portlet

Resource with OBS Rights - Postgres

This portlet displays list of resources with OBS rights.
theWorX
Portlet

Resource with OBS Rights - Oracle

This portlet displays list of resources with OBS rights.
theWorX
Portlet

User Activity - Postgres

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.
theWorX
Portlet

User Activity - Oracle

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.
theWorX
Portlet

Realized Benefits by Category - B. T. - Postgres

Pie Chart Portlet to show realized benefits by category.
theWorX
Portlet

Realized Benefits by Category - B. T. - Oracle

Pie Chart Portlet to show realized benefits by category.
theWorX
Configurations & Apps

Financial Benefit Details Rollup - Postgres

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.
theWorX
Configurations & Apps

Financial Benefit Details Rollup - Oracle

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.
theWorX
Reports

Roadmap Grid Report – Modern UX - Postgres

Report that allows for the export of Roadmap grid view data across several Roadmaps at a time.
theBasiX
Reports

Roadmap Grid Report – Modern UX

Report that allows for the export of Roadmap grid view data across several Roadmaps at a time.
theBasiX
Reports

Project Storyboard – JS Tdb

Project Storyboard – Jaspersoft Transaction Database report. The Project Storyboard report shows key aspects of a project that is organized in separate frames.
theBasiX
Workflow Job

Blueprint Migrator - Oracle/SQL/Postgres

Workflow process designed to migrate Blueprints from one environment to another.
theWorX
Reports

Timesheet Detail – JS Tdb

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.
theBasiX
Reports

Project Status Summary – JS Tdb

Project Status Summary – Jaspersoft Transaction Database report. The Project Status Summary report displays summary information about a project.
theBasiX
Reports

Capacity vs. Allocation by OBS – JS Tdb

Capacity vs. Allocation by OBS – Jaspersoft Transaction Database report. The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments.
theBasiX
Reports

Over/Under Allocation by Resource JS Tdb

Over/Under Allocation by Resource – Jaspersoft Transaction Database report. The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource.
theBasiX
Reports

Missing Time – JS Tdb

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.
theBasiX
Reports

Capacity vs. Demand by Resource – JS Tdb

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.
theBasiX
Training Documents

Using Open Workbench with Clarity PPM – 2019

Rego’s training material for using Open Workbench with Clarity PPM.
theBasiX
Training Documents

Time Entry in the Modern User Experience

Rego’s training material for time entry in the Clarity PPM Modern UX.
theBasiX
Training Video

Time Entry and Approval Overview – Clarity PPM Modern User Experience v15.6+ .mp4

Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience.
theWorX
Training Documents

Time Approval in the Modern User Experience

Rego’s course material for Time Approval in Clarity PPM’s Modern User Experience.
theBasiX
Training Documents

Managing Projects with Clarity PPM – Modern User Experience

Rego’s course materials for managing projects with Clarity PPM - Modern User Experience.
theBasiX
Training Documents

Overview of Project and Resource Management in the Clarity PPM Modern User Experience (MUX)

Rego’s Overview of the Project and Resource Management functions in Clarity PPM’s new Modern User Experience.
theBasiX
Training Documents

Managing Resources with Clarity PPM Classic

Rego’s course materials for managing resources with Clarity PPM Classic.
theBasiX
Training Documents

Managing Projects with Clarity PPM Classic

Rego’s course materials for managing projects with Clarity PPM Classic.
theBasiX
Training Documents

Managing Portfolios with Clarity PPM

Rego’s training materials for Managing Portfolios in Clarity.
theBasiX
Training Documents

Managing Blueprints with Clarity PPM

Rego’s course materials for utilizing Blueprints in the Modern UX of Clarity PPM.
theBasiX
Training Documents

Introduction to CA Productivity Accelerator (CAPA)

Rego’s training materials on the CA Productivity Accelerator – aka CAPA.
theBasiX
Training Documents

Introduction to Clarity PPM Financials

Rego’s training materials on Clarity PPM Financials.
theBasiX
Training Documents

Advanced Data Model - Building Queries

Rego’s advanced training course material on the Data Model in Clarity PPM.
theBasiX
Technical Trick

Phoenix UI - Rego Modification

Version of the Phoenix UI with less padding and row-based attribute layout.
theWorX
Portlet

My Risks - Postgres

View all risks that are assigned to the user logged in.
theBasiX
Portlet

Forecasted Utilization by Resource - Postgres

Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %.
theWorX
Portlet

View Rate Matrix - Postgres

Displays the rates and its associated elements defined within a rate matrix.
theWorX
Portlet

Collaboration Documents on Projects - Postgres

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

Project Dependencies - Postgres

Used to help identify task and milestone exceptions based on their baseline.
theWorX
Portlet

Financial Summary by Cost Type - Graph - Postgres

This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
theWorX
Portlet

Clarity Health - Postgres

Provides a simple view into the core jobs/engines to evaluate Clarity health.
theBasiX
Portlet

PPM Data Dictionary Extractor - Postgres

The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object.
theWorX
Portlet

Resource Financial Settings - Postgres

Displays financial settings across multiple resources.
theWorX
Workflow Job

Remove PM Auto Permissions - Postgres

A process to Remove PM Auto Permissions.
theWorX
Configurations & Apps

Project Estimation Module - Postgres

Estimation object, processes and portlets to define and report on resource estimation.
theWorX
Workflow Job

PM Stalker – Project Validations & Issues - Postgres

Emails all PMs who have projects that need updates or time validation.
theWorX
Workflow Job

Weekly PM Reminder - Postgres

Weekly email to a PM at the end of each week showing the items that the PM needs to do.
theWorX
Portlet

Ideas by Delivery - BT - Postgres

Shows a count of all ideas by type.
theBasiX
Workflow Job

Remove Group Assignments - Postgres

Cleanup process to remove inactive users as Group members.
theWorX
Portlet

Projects by Business Sponsor - BT - Postgres

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.
theBasiX
Configurations & Apps

Adoption Metrics - Postgres

Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
theWorX
Portlet

Investment Rights by Investment Resource - Postgres

Displays resources with instance rights assigned to investments.
theWorX
Portlet

Program Costs - Postgres

Portlet that shows all cost plans from projects within the program.
theWorX
Portlet

Ideas by Sponsor - Postgres

Portlet that shows ideas by stage and is grouped by sponsor.
theWorX
Configurations & Apps

Project Allocation Uploader - Postgres

The purpose of the Excel Allocation Interface is to allow users to upload monthly resource allocations to projects and ideas in CA PPM.
theWorX
Configurations & Apps

Idea Allocations Uploader - Postgres

The idea allocation uploader allows you to import in allocations from an external Excel spreadsheet.
theWorX
Workflow Job

Move Role to Team Assignment - Postgres

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.
theWorX
Workflow Job

Timesheet Split Process - Postgres

This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
theWorX
Portlet

Timesheet Compliance Summary - Postgres

Shows timesheet compliance information by OBS.
theWorX
Portlet

Allocation Compliance Pie Chart Drilldown - Postgres

The Drilldown displays resource data based on a specific selection from the pie chart.
theWorX
Portlet

Projects and Task Hierarchy - Postgres

Projects and Task Hierarchy Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.
theWorX
Portlet

Timeslice Details - Postgres

The portlet provides a portlet based view of the timeslice settings.
theWorX
Portlet

Planned Benefit by Goal - BT - Postgres

This portlet shows planned benefits across the system, grouped by Goal.
theBasiX
Portlet

Portfolio Hierarchy List - Postgres

This portlet displays the portfolios with hierarchy (child portfolios).
theBasiX
Portlet

Timesheet Approval Status - Postgres

Portlet to show the stage of any Action Item triggered by Timesheet submission.
theWorX
Portlet

Actuals/ETC/Allocations per Resource - Postgres

The portlet displays posted time by project for the logged in user based on time period and date range.
theWorX
Configurations & Apps

Lessons Learned Add-on Module - Postgres

The Rego Lessons Learned module is designed as a Project Sub-Object used to capture lessons learned during execution and closure of a project.
theWorX
Workflow Job

RM Stalker - Resource Availability – 4 Weeks - Postgres

Process provides the RM with assigned resources availability percentage for the next four weeks.
theWorX
Portlet

OBS Utilization with Resource Details - Postgres

Portlet display Detailed Resource Actual Utilization of Availability by OBS Unit.
theWorX
Workflow Job

RM Stalker – Resource Allocation by Percent - Postgres

Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource.
theWorX
Workflow Job

Timesheet Smoothing - Postgres

The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.
theWorX
Portlet

Project Count by Stage - Pie - Postgres

This is a pie chart portlet which displays project count by stage.
theBasiX
Workflow Job

Update Team, Assignment & Timesheet Roles with Primary Role - Postgres

This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
theWorX
Portlet

Portfolio Investment Cost Plan Status- Postgres

Portlet to display investments with/without cost plan in a portfolio.
theWorX
Portlet

Budget - Average Percent Variance - Postgres

Bar Chart displays average percent variance for all active projects by OBS unit.
theWorX
Portlet

Schedule Variance Details - Postgres

This portlet shows the variance between the schedule finish and baseline finish for projects.
theWorX
Portlet

Project Budget vs Planned vs Actual by Month - Postgres

This portlet shows the project costs by Month and compares with budget and planned.
theWorX
Portlet

Budget Variance Details - Postgres

This portlet shows the variance between the budgeted cost and the planned cost for projects.
theWorX
Portlet

Resource Proficiency - Postgres

This grid displays Skill Proficiency and Interest Level by Resource.
theWorX
Portlet

Ideas by Business Unit - BT - Postgres

Bar chart portlet that displays count of ideas per business unit.
theBasiX
Workflow Job

Portfolio Health Aggregate - Postgres

Process populates the three Portfolio Health Factors (on Metrics page) by aggregating the portfolio investment factors from the most recent Final project Status Report instances.
theWorX
Portlet

Resources with No Basic Matrix Entry - Postgres

Portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.
theWorX
Portlet

Resource Availability – 4 Weeks - Postgres

Grid Portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks.
theWorX
Workflow Job

Assign Management Right to Team Members - Postgres

This process grants Project Management instance rights to all of the project team members within the program hierarchy.
theWorX
Portlet

Project Costs by Vendor - Postgres

Portlet to display the Project Spend to external vendors by Month.
theWorX
Portlet

Project Status and Costs - Postgres

Portlet to display the Overall Status and Budget Status and Amounts.
theWorX
Portlet

Projects within Baseline Finish – Pie w/ Drilldown - Postgres

Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Segments drill down to details in grid.
theWorX
Workflow Job

Allocation Confirmation Notification - Postgres

Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
theWorX
Portlet

Project Count by Stage - BT - Postgres

This bar-chart portlet displays investments per stage.
theBasiX
Portlet

Investment Analysis - BT - Postgres

This bubble-chart portlet displays investments per their alignment, status and total planned benefit.
theBasiX
Portlet

Ideal List - BT - Postgres

Grid portlet displays idea details for all ideas (active and inactive) and all status conditions.
theBasiX
Portlet

Planned Revenue - BT - Postgres

This portlet displays planned revenue as defined by a project’s goal.
theBasiX
Portlet

Planned Savings - BT - Postgres

This portlet displays count of the the planned benefits (savings) per project manager.
theBasiX