Presentation (Information)
A 2015 RegoU presentation on advanced data model and accessible data.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the advanced elements of Jaspersoft.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides information on making the most of your training opportunities.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews the steps to follow for a successful Clarity PPM version upgrade.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews best practices for security with Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews the elements of a successful support team.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides information on making improvements to internal PPM Process in a time of Organizational Change.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides ideas creating an interface with Clarity PPM through integration.
theBasiX
Portlet
Display project task information in an easy to read Sticky-Note interface.
theWorX
Presentation (Information)
A 2015 RegoU presentation that provides ideas on increasing the positive perception and internal adoption of Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the advanced functionality of Open Workbench to build, schedule and control a project.
theBasiX
Training Documents
This document describes the fields used for earned value calculations.
theBasiX
Technical Trick
This Tech Trick allows the ability to link anywhere within the Clarity PPM environment from a custom portlet link, even if it is not a standard OOTB link option.
theWorX
Presentation (Information)
A 2015 RegoU presentation on configuration and release of content into Clarity PPM. Best practices from Rego’s experience.
theBasiX
Configurations & Apps
An Excel based template that allows you to quickly add/update tasks to Clarity PPM.
theWorX
Presentation (Information)
A 2015 RegoU presentation that provides information on managing data models.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides information on navigating Jaspersoft as an Ad Hoc User.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing a introduction to NSQL for portlets.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews financial processing in Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that discussed basic Clarity PPM administration.
theBasiX
Presentation (Information)
A 2015 RegoU presentation provides an overview of how other companies are using Clarity PPM for application management.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on how to utilize Dashboards within Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on integration of Agile tools into Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that review how Clarity PPM can be utilized for Program Management.
theBasiX
Training Documents
Crystal Reports Development is intended for Clarity PPM users responsible for writing Crystal reports.
theBasiX
Training Documents
Advanced Data Model: Building Queries is intended for Database Administrators, and other CAlarityPPM users with knowledge of SQL and database structures who want to work with tables and write advanced queries.
theBasiX
Training Documents
Managing Portfolios with Clarity PPM is intended for portfolio managers who will Clarity PPM’s portfolio analysis and scenario capabilities.
theBasiX
Training Documents
Managing Resources with Clarity PPM is intended for Resource Managers who will be using Clarity PPM to support the resource management processes.
theBasiX
Training Documents
Managing Projects with Clarity PPM teaches project managers who will be using Clarity PPM how to use the project planning and control capabilities of Clarity PPM.
theBasiX
Training Documents
Introduction to how PM’s can use Clarity PPM Open Workbench to plan, schedule and control projects.
theBasiX
Training Documents
Introduction to Clarity PPM Financials explains cost and budget plans for individuals responsible for the creation and maintenance of financial data
theBasiX
Training Documents
An Introduction to Clarity PPM Administration
theBasiX
Training Documents
Advanced Clarity PPM Functional Administration training documentation.
theBasiX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Presentation (Information)
A 2015 RegoU presentation that reviews Portfolio Management in Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation providing an overview of financial management within Clarity PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on Demand Management.
theBasiX
Workflow Job
Weekly summary sent to PM of all resources and time tracked to their project.
theWorX
Portlet
The purpose is to highlight the time periods where resources are working overtime or working less than 25 hours a week. The thresholds can of course be modified.
theWorX
Workflow Job
The Pending Contractor Termination Stalker process email to RM the Contractor(s) with termination date within 3 weeks.
theWorX
Portlet
The portlet shows Global Action Items in the instance.
theWorX
Training Documents
Training material providing an overview of the use of the Collaboration Tools/Tab within Clarity PPM.
theBasiX
Workflow Job
Workflow process to notify a Project Manager when a resource is hard booked on their investment(s).
theWorX
Workflow Job
Process to shift Allocations using a new Project or Idea Start Date.
theWorX
Portlet
This is a grid portlet to show projects with dates more than 20 years in future or past.
theWorX
Technical Trick
An overview of how hierarchical portlets can be exported to MS Excel.
theWorX
Technical Trick
Clarity PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios.
theBasiX
Workflow Job
Process that locks all user accounts that have not logged into Clarity in 60 days.
theWorX
Training Documents
A document which displays and describes the Out of the Box portlets available through v13.3
theBasiX
Training Documents
A presentation on how to handle chargebacks in Clarity PPM
theWorX
Portlet
Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
theWorX
Training Video
Watch Dave demo a XOG overview in this training and read his instructions beneath the video player.
theBasiX
Workflow Job
When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task and emails the next resource that a task is ready to start.
theWorX
Technical Trick
Describes how to concatenate the values associated with a multi-value lookup in order to allow its values to be more easily displayed in a portlet.
theWorX
Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
theBasiX
Training Video
A video explaining the process of filtering and finding content in RegoXchange.
theBasiX
Training Video
A video explaining the process of creating a RegoXchange Registration and User ID.
theBasiX
Training Video
A video explaining the elements of the RegoXchange product page.
theBasiX
Portlet
Displays Skill Proficiency & Interest Level filterable by Resource
theWorX
Training Video
Video introduction to using Clarity PPM. Part 4 in a four-part series. Module 4 covers: Portlets vs. Reports, Running a Report.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 4 in a four-part series. Module 4 covers: Portlets vs. Reports, Running a Report.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 4 in a four-part series. Module 4 covers: Portlets vs. Reports, Running a Report.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 3 in a four-part series. Module 3 covers: Account Settings, the Organizer and Notifications.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 3 in a four-part series. Module 3 covers: Account Settings, the Organizer and Notifications.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 3 in a four-part series. Module 3 covers: Account Settings, the Organizer and Notifications.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 2 in a four-part series. Module 2 covers: List Views and Filters, Actions Drop Down Menus, and the Options Icon.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 2 in a four-part series. Module 2 covers: List Views and Filters, Actions Drop Down Menus, and the Options Icon.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 2 in a four-part series. Module 2 covers: List Views and Filters, Actions Drop Down Menus, and the Options Icon.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 1 in a four-part series. Module 1 covers: Clarity PPM Components, Navigating the User Interface and Configuring the Overview Page.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 1 in a four-part series. Module 1 covers: Clarity PPM Components, Navigating the User Interface and Configuring the Overview Page.
theBasiX
Training Video
Video introduction to using Clarity PPM. Part 1 in a four-part series. Module 1 covers: Clarity PPM Components, Navigating the User Interface and Configuring the Overview Page.
theBasiX
Workflow Job
This is a process to lock any users that have not logged in within the last 90 days.
theWorX
Technical Trick
Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.
theBasiX
Training Documents
A short, two page, Functional Overview of the changes to Clarity PPM in the v14.2 release.
theBasiX
Technical Trick
Increase the length of the OBS field.
theBasiX
Training Documents
Overview of the registration process and tips on using the Xchange to find Clarity PPM content solutions.
theBasiX
Workflow Job
A process that runs at set interval to email PM about project compliance issues.
theWorX
Portlet
This portlet displays Action Items of Sub Projects in the Program Dashboard.
theWorX
Technical Trick
This GEL script emails a specified log file as an attachment.
theWorX
Portlet
This portlet allows users to compare Availability and Allocation for Roles by Application.
theWorX
Portlet
Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
theWorX
Configurations & Apps
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
theBasiX
Portlet
Displays capacity and demand by primary application.
theWorX
Portlet
Displays hours for each task across versions of the baseline.
theWorX
Presentation (Information)
A PowerPoint presentation used in the RegoXchange Webinar of August 1, 2014.
theBasiX
Workflow Job
Emails a list of resources with allocations under 100% to their corresponding Resource Managers.
theWorX
Portlet
Displays pending actual hours for resources.
theWorX
Portlet
Displays team Restricted license counts by OBS and includes last login date.
theWorX
Portlet
Displays Team Member license counts by OBS and includes last login date.
theWorX
Portlet
Allows you to view Full license counts by OBS and includes last login date.
theWorX
Portlet
Allows you to view Manager license counts by OBS and includes last login date.
theWorX
Training Documents
A reference guide for setting up and using CA’s Mobile Time Manager app for CA Clarity.
theBasiX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Presentation (Information)
Review of functional and technical changes to Clarity PPM from version 16.0.1 through 16.1.0
theWorX
Workflow Job
This process converts an Idea, including team, to a Project, while also allowing a template to be applied upon conversion.
theWorX
Portlet
Gives the ability to view the most recent status report for all sub-projects on a program.
theWorX
Portlet
Gives the ability to view open risks on a sub-project of a program.
theWorX
Portlet
Gives the ability to view open issues on sub-projects of a program.
theWorX
