Reports
Displays Issues associated with project(s).
theWorX
Portlet
Displays Issues related to a Project or across multiple projects.
theBasiX
Portlet
Displays Issues related to a Project or across multiple projects.
theBasiX
Reports
Displays Issues KPIs across multiple projects.
theWorX
Portlet
Gives the ability to see all static lookups in the system and their lookup values.
theWorX
Portlet
Gives the ability to see all static lookups in the system and their lookup values.
theWorX
Reports
Displays Risks data across multiple projects in a single view.
theWorX
Portlet
This portlet provides risk data across multiple projects in one view.
theBasiX
Portlet
This portlet provides risk data across multiple projects in one view.
theBasiX
Reports
Displays Risks KPIs across multiple projects.
theWorX
Portlet
Shows all skills within the skill hierarchy.
theBasiX
Portlet
Displays all skills within the skills hierarchy.
theWorX
Reports
Displays Skills by Resource and its associated details.
theWorX
Reports
Grid report that displays current status report for a project or across multiple projects.
theWorX
Portlet
Displays any existing Status Report related to a Project or across multiple projects.
theBasiX
Portlet
Displays any existing Status Report related to a Project or across multiple projects.
theWorX
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.
theWorX
Reports
Displays tasks associated with projects.
theWorX
Portlet
Used to see tasks across one or multiple projects.
theBasiX
Portlet
Used to see tasks across one or multiple projects.
theBasiX
Reports
Displays Task KPIs across multiple projects.
theBasiX
Training Video
A training video that assists in allocating a resource in Clarity, using the staff module, new UX.
theWorX
Training Documents
When assigning a resource, you can add multiple date ranges or segments to distinguish the changes in availability. This example starts within the project on the Team tab with an existing resource.
theBasiX
Training Video
This video reviews the process of allocating a Team in Clarity’s new UX.
theWorX
Training Documents
A Quick Reference Card to assist in the use of the Allocate from Estimates functionality.
theBasiX
Reports
Area Chart displaying monthly resources allocations by percentages.
theWorX
Reports
Pie Chart displaying monthly resources allocations by percentages.
theWorX
Reports
Displays Allocation Percent compliance for various resources.
theWorX
Reports
Displays Allocation Percent compliance for various resources.
theWorX
Reports
Displays Allocation compliance for an OBS.
theWorX
Portlet
Column chart displaying resources allocations by percentages.
theBasiX
Portlet
Display Allocation Compliance by Resource OBS.
theBasiX
Reports
Displays allocation compliance for various resources.
theWorX
Reports
Allocation compliance for Resource Team under Investment Manager.
theWorX
Portlet
View allocation compliance for Project Managers.
theWorX
Portlet
View allocation compliance for Project Managers.
theWorX
Portlet
View allocation compliance for Resource Managers
theWorX
Portlet
View allocation compliance for Resource Managers.
theWorX
Reports
Displays Allocation compliance for an OBS.
theWorX
Portlet
Pie chart displaying resources allocations by percentages
theBasiX
Portlet
Pie chart displaying resources allocations by percentages.
theBasiX
Reports
Displays allocation compliance for various resources.
theWorX
Portlet
The Drilldown displays resource data based on a specific selection from the pie chart.
theWorX
Portlet
The Drilldown displays resource data based on a specific selection from the pie chart.
theWorX
Workflow Job
Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
theWorX
Workflow Job
Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
theWorX
Portlet
This portlet displays the monthly allocation per resource.
theWorX
Portlet
This portlet displays the monthly allocation per resource.
theWorX
Training Documents
A Quick Reference Card to assist in allocations to projects.
theBasiX
Workflow Job
Module to allow a project manager to give centrally defined project rights
theWorX
Workflow Job
Process to allow a project manager to give centrally defined project rights.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance.
theBasiX
Presentation (Information)
Presentation discusses best practices and highlight some companies that have successfully tackled the planning process.
theBasiX
Portlet
Pie chart representing the cost of applications within a timeframe summarized by goal.
theWorX
Portlet
Stacked bar graph displaying application cost by year, summarized by goal.
theWorX
Portlet
Stacked bar graph displaying application cost by year, summarized by goal.
theWorX
Presentation (Information)
A review of the basics around APM. Covering Business Capabilities, Application Scoring, and Best Practices.
theBasiX
Presentation (Information)
A 2019 RegoU course that reviews specific use cases of companies that have implemented APM and effectively used the data to drive value for the organization.
theBasiX
Portlet
Bar graph displaying application risk by goal.
theWorX
Portlet
Bar graph displaying application risk by goal.
theWorX
Training Documents
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved.
theBasiX
Training Documents
A review of accessing submitted timesheets for review and approval in the Modern UX of Clarity.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with timesheet approval.
theBasiX
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.
theWorX
Presentation (Information)
A presentation slide deck 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.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews how Clarity and Apptio can work together.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This deck reviews Apptio’s self-service reporting tool.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This class reviewed Apptio reporting options, tips & tricks, etc.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. An outline of topics used for a Apptio Round-Table discussion.
theBasiX
Training Documents
A Quick Reference Guide to assist in the assigning of a resource to a task in the Classic view of Clarity PPM.
theBasiX
Workflow Job
This process grants Project Management instance rights to all of the project team members within the program hierarchy.
theWorX
Workflow Job
This process grants Project Management instance rights to all of the project team members within the program hierarchy.
theWorX
Training Documents
A Quick Reference Card to assist in the process of assigning resources to tasks.
theBasiX
Training Documents
A Quick Reference Card to assist assigning resources using Clarity PPM’s Gantt.
theBasiX
Training Documents
A Quick Reference Card that reviews the functionality of the Assignment and Resource Utilization Views.
theBasiX
Reports
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis.
theWorX
Reports
Displays assignments by task for all resources.
theWorX
Portlet
Displays assignments by task for all resources.
theWorX
Portlet
Displays assignments by task for all resources.
theWorX
Training Documents
A Quick Reference Card to assist in the process of replacing roles with resources on assignments in Clarity PPM.
theBasiX
Portlet
This bar-chart portlet displays investments and (if exists) any child projects, which are at risk.
theBasiX
Training Documents
A quick reference card to assist you when you want to attached a Benefit Plan to a Cost Plan in Clarity PPM.
theBasiX
Portlet
The Attributes on Portlets displays the attributes used by a specific portlet.
theWorX
Portlet
Used to identify all attributes that exist on all portlets within the system.
theWorX
Portlet
Provides information on changes made to audited attributes
theWorX
Portlet
Provides information on changes made to certain fields.
theWorX
Workflow Job
Job that automatically approves ALL timesheets based on the Approve Date specified within the process.
theWorX
Workflow Job
Job that automatically approves ALL timesheets based on the Approve Date specified within the process.
theWorX
Training Documents
A Quick Reference Guide to create and manage benefit plans from Classic Clarity in the Modern UX via channels functionality.
theBasiX
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.
theBasiX
Reports
Displays Benefit plan and its associated totals on yearly basis for multiple projects.
theWorX
Portlet
Displays yearly benefits for all projects
theWorX
Portlet
Displays yearly benefits for all projects.
theWorX
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.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2022. This course reviews the new release features in ApptioOne.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on configuration and release of content into Clarity PPM. Best practices from Rego’s experience.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the best practices for Financial Management in Clarity.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the best practices for project management in Clarity.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the best practices for resource management in Clarity.
theBasiX
