Portlet
A long time ago, in a Clarity PPM instance far, far way….people still needed to get the news.
theBasiX
Portlet
A long time ago, in a CA PPM instance far, far way….people still needed to get the news.
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Presentation (Information)
A presentation slide deck from Rego University 2022. The course discusses factors that differentiate Requirements.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the use of the new Hierarchy feature in Clarity.
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Presentation (Information)
RegoU presentation addresses one of the most common pain points within organizations: how to involve the right people within a timely project estimate.
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Presentation (Information)
A 2019 RegoU presentation that explores the possibilities that embrace Excel as a great data entry tool.
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Presentation (Information)
A recorded webinar that introduces the Excel Data Manager for Clarity.
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Technical Trick
Allows for exporting of data directly from the database.
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Portlet
A one-stop place for the PMO or management to view all critical information about projects.
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Portlet
Portlet displays information regarding projects the user has security rights to view.
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Presentation (Information)
This session discussed how sponsors can drive compliance within the organization through continued involvement.
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Presentation (Information)
A 2015 RegoU presentation on how to utilize Dashboards within Clarity PPM.
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Technical Trick
An overview of how hierarchical portlets can be exported to MS Excel.
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Training Documents
A Quick Reference Card that reviews the various options for exporting data from Clarity PPM.
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Presentation (Information)
This session reviewed strategies for getting data into your corporate BI tools.
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Training Documents
A Quick Reference Guide to assist in looking at Financial Actuals in Clarity’s Modern UX.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience.
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Configurations & Apps
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.
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Configurations & Apps
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.
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Presentation (Information)
A 2015 RegoU presentation providing an overview of financial management within Clarity PPM.
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Presentation (Information)
In this class, we discussed reasons for using financial management and what you need to start.
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Training Video
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both classic and new UX highlighting differences.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both classic and new UX highlighting differences.
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Presentation (Information)
A 2019 RegoU presentation deck used to facilitate a roundtable discussion on the use of Financials in Clarity PPM.
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Portlet
Displays yearly charge code financial information in a bar graph
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Portlet
Displays yearly charge code financial information in a bar graph.
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Portlet
Displays yearly charge code financial information in a stacked bar graph
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Portlet
Displays yearly charge code financial information
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Portlet
Displays yearly charge code financial information across all projects.
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Portlet
Displays yearly charge code financial information in a bar graph.
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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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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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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.
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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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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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Reports
Provides financial summary by transaction class for multiple years in graphical year.
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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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Configurations & Apps
Outlines the steps to financially enable a role.
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Training Documents
A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX.
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Portlet
Bar Chart of Forecasted Utilization grouped by Resource OBS over time.
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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
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
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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Technical Trick
This guide will show you how to create a page, add the portlet to the page, and add the page to the menu.
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Portlet
Allows you to view Full license counts by OBS and includes last login date.
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Portlet
Allows you to view Full license counts by OBS and includes last login date.
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Portlet
Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.
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Portlet
Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.
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Presentation (Information)
A presentation slide deck from Rego University 2022. Document used in Broadcom’s presentation on Value Steam Metrics.
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Presentation (Information)
RegoU slide deck used for class. This class will teach you how to leverage Java within GEL, manipulate or produce flat files, and handle errors effectively.
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered XML Manipulation, SOAP Web Services (XOG), Email, and best practices.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This document is an outline used for the class on using GEL Scripts in Clarity development.
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered What is GEL, GEL Script structure, commonly used tags, and best practices.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document is an outline used in class for use of GEL Scripts in Clarity Development.
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Training Documents
Two Quick Reference Cards to assist with the general navigation of Clarity PPM.
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Training Documents
A Quick Reference Guide to assist with General Navigation of Clarty, using the Classic UX.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.0 views.
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Training Documents
A Quick Reference Guide to assist with General Navigation of Clarty, using the Classic UX with the Phoenix UI Theme.
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Training Documents
A Quick Reference Guide that covers General Navigation of Clarity utilizing the Modern User Experience. Created using v15.9.
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Training Documents
Provides a basic overview for navigation within Clarity
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Training Documents
General Overview & Navigation - Clarity V13
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Training Documents
A Quick Reference Guide covering General Overview and Navigation in the New UX. (as of v15.6.1)
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Presentation (Information)
In this white paper, we’ll briefly discuss six Rego innovations and connectors designed to help organizations get more out of their Clarity investment.
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Presentation (Information)
A 2019 RegoU presentation that discusses how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity.
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Presentation (Information)
A 2015 RegoU presentation providing a introduction to NSQL for portlets.
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Portlet
The portlet shows Global Action Items in the instance.
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Portlet
The portlet shows Global Action Items in the instance.
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Portlet
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.
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Portlet
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.
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Workflow Job
Process to allow approval of timesheets to a proxy
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Workflow Job
Process to allow approval of timesheets to a proxy.
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Workflow Job
Workflow process that gives a resource’s Booking Manager with the rights to hard book that resource to a project.
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Workflow Job
Workflow process that gives a resource’s Booking Manager with the rights to hard book that resource to a project.
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Workflow Job
Provides Resource with edit skill and calendar.
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Workflow Job
Provides Resource with edit skill and calendar.
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Workflow Job
Process to allow approval of timesheets to a proxy
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Workflow Job
Process to allow approval of timesheets to a proxy.
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Workflow Job
Grants a Project Manager ‘Collaboration Manager’ rights to their resource.
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Portlet
Gives a Project Manager ‘Collaboration Manager’ rights to their resource.
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Workflow Job
Workflow process that grants project edit rights to individuals within a certain field on the project.
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Workflow Job
Workflow process that grants project edit rights to individuals within a certain field on the project.
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Workflow Job
Grants each resource timesheet edit instance rights for his or her own timesheets
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Workflow Job
Grants each resource timesheet edit instance rights for his or her own timesheets.
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Workflow Job
Grants a Resource Manager Calendar Edit and Timesheet Edit rights to their resources.
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Workflow Job
Gives a Resource Manager Calendar Edit and Timesheet Edit rights to their resources.
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Workflow Job
Gives a Resource Manager Timesheet Edit rights to their resources.
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Workflow Job
Gives a Resource Manager Timesheet Edit rights to their resources.
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Workflow Job
Grants edit rights to all team members on a project
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Workflow Job
Grants edit rights to all team members on a project.
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Portlet
A portlet that provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity.
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Portlet
A portlet that provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity.
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Training Documents
When a project schedule is opened from Clarity to Microsoft Project, specific fields from Clarity are “mapped” to specific fields in Microsoft Project. This Guide assists in mapping additional fields, if necessary.
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Presentation (Information)
A course recording from Rego University 2021. In this session you’ll hear about how Hershey’s is using Clarity and Rally to plan and manage their work in a hybrid project management environment. Some of the key capabilities used in both tools will be covered and you’ll hear about their integration approach.
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Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn how to create GEL scripts that perform SQL updates, send formatted emails, XOG (import/ export) data in and out of objects, and perform integrations, such as simple GEL that FTPs, loads to a table, and XOGs non labor with error handling.
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Technical Trick
Tech-trick to hide Save button from Sub-Objects
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Training Documents
A Rego Training deck that reviews the use of Hierarchies in Clarity PPM’s Modern UX.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Grid View in Clarity’s Modern User Experience.
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