Portlet
This pie chart portlet displays realized benefit, grouped by category for portfolio investments.
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Portlet
This pie chart portlet displays realized benefit, grouped by category for portfolio investments.
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Portlet
This pie chart portlet displays realized benefit, grouped by project type, for portfolio investments.
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Portlet
This pie chart portlet displays realized benefit, grouped by project type, for portfolio investments.
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Training Documents
A Quick Reference Guide to assist in the use of the Portfolio Reports in Clarity’s Classic UX.
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Training Documents
A Quick Reference Guide for utilizing Portfolio Targets in Clarity’s Classic UX.
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Training Documents
A course recording from Rego University 2021. Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Presentation (Information)
A deck used to moderate a class around Portfolio / Roadmap Management.
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Presentation (Information)
A 2019 RegoU deck used for a moderated round table, customers shared experiences and provided insights on process, configurations, challenges, and successes.
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Technical Trick
A Portlet Mockup Template built in Excel.
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Portlet
Shows all portlets and their NSQL.
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Portlet
Shows all portlets and their NSQL.
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Portlet
Shows all portlets and which pages they reside on.
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Portlet
Shows all portlets and which pages they reside on.
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Presentation (Information)
This class will show you how to create and export portlets with hierarchical structure and drill-down capability.
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Presentation (Information)
This class showed how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries.
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Presentation (Information)
A presentation slide deck from Rego University 2021. This course covered an overview of Power BI functionality in conjunction with CA PPM data.
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Presentation (Information)
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.
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Workflow Job
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in Clarity PPM and places it in a custom object.
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Workflow Job
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object.
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Presentation (Information)
A presentation slide deck from Rego University 2022. A course outline that reviews the reasons for integrating with Clarity and how to do them well.
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Presentation (Information)
This session showed the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.
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Presentation (Information)
This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool.
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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.
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Training Video
A course recording from Rego University 2021. We have found that one of the keys to long term success within PPM is to have a living strategic roadmap. An organization must have a vision of where they want to be and must keep moving forward. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.
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Presentation (Information)
A presentation slide deck from Rego University 2021. We have found that one of the keys to long term success within PPM is to have a living strategic roadmap. An organization must have a vision of where they want to be and must keep moving forward. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.
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Presentation (Information)
A presentation slide deck from Rego University 2022. A course outline for strategic planning for your PPM Tool.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the discussion around AI and the more realistic option of Predictive Modeling that exists in the near future of PPM. Then the group worked on ideas to bring to PPM tools via PM.
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Workflow Job
The process is built to clear the random timesheet locks that happen occasionally.
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Workflow Job
The process is built to clear the random timesheet locks that happen occasionally.
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Presentation (Information)
A 2019 RegoU presentation that explored the data sources needed to calculate the fully burdened TCO for applications.
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Portlet
Shows process instance errors for all processes
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Portlet
Shows process instance errors for all processes.
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Portlet
Displays metrics of processes that have been run.
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Portlet
Displays metrics of processes that have been run.
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Workflow Job
Process to shift Allocations using a new Project or Idea Start Date.
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Workflow Job
Process to shift Allocations using a new Project or Idea Start Date.
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Portlet
Pie chart representing the cost of products within a timeframe summarized by goal.
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Portlet
Stacked bar graph displaying product cost by year, summarized by goal.
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Presentation (Information)
In this session, Rego Expert Guide Robert Sirard presents a practical and tactical approach to using Clarity's PPM software and Rally's Agile software together to plan, track, monitor, and deliver products.
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Portlet
Bar graph displaying product risk by goal.
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Presentation (Information)
A presentation slide deck from Rego University 2022. Broadcom’s presentation on their product roadmaps for Clarity and Rally.
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Portlet
Portlet that shows all cost plans from projects within the program.
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Portlet
Portlet that shows all cost plans from projects within the program.
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Portlet
This portlet displays Action Items of Sub Projects in the Program Dashboard.
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Portlet
This portlet displays Action Items of Sub Projects in the Program Dashboard.
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Portlet
Gives the ability to view all change requests of sub-projects of a program.
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Portlet
Gives the ability to view all change requests of sub-projects of a program.
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Portlet
Gives the ability to view open issues on sub-projects of a program.
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Portlet
Gives the ability to view open issues on sub-projects of a program.
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Portlet
Gives the ability to view open risks on a sub-project of a program.
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Portlet
Gives the ability to view open risks on a sub-project of a program.
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Portlet
Gives the ability to view the most recent status report for all sub-projects on a program.
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Portlet
Gives the ability to view the most recent status report for all sub-projects on a program.
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Portlet
Displays project information for projects within a program
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Portlet
Displays project information for projects within a program.
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Reports
Displays critical information related to projects within a program.
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Training Documents
This course will provide an overview of Clarity PPM Program Management functionality.
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Presentation (Information)
RegoU session that reviewed how to leverage Clarity PPM for program management, including use cases and what can and cannot be used OOTB.
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Presentation (Information)
RegoU presentation where we discussed some best practices from successful customers.
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Training Documents
A Quick Reference Card to assist in using the Actions and Options Menus in Clarity PPM.
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Configurations & Apps
The purpose of the Excel Allocation Interface is to allow users to upload monthly resource allocations to projects and ideas in CA PPM.
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Portlet
Displays attachments for all projects.
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Portlet
Displays attachments for all projects.
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Reports
Displays Planned, Budget and Actual Cost of multiple projects by Month.
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Portlet
This portlet shows the project costs by Month and compares with budget and planned.
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Portlet
This portlet shows the project costs by Month and compares with budget and planned.
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Reports
Displays Planned, Budget and Actual Cost of multiple projects by Month.
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Reports
Pie chart report that displays count of projects by out of box Status Indicator.
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Portlet
This is a pie chart portlet which displays Change Request Volume. Drilldown opens grid with details for clicked segment.
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Portlet
This is a pie chart portlet which displays Change Request Volume. Drilldown opens grid with details for clicked segment.
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Workflow Job
Process to manage some project closeout activities.
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Workflow Job
Process to manage some project closeout activities.
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Workflow Job
A process that runs at set interval to email PM about project compliance issues.
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Workflow Job
A process that runs at set interval to email PM about project compliance issues.
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Portlet
Displays any variance between the current cost plans and the approved budget plan.
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Portlet
Displays any variance between the current cost plans and the approved budget plan.
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Reports
Pie chart report that displays count of projects that are within or exceeding budget.
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Portlet
Displays a pie chart with all projects that are within/exceeding budget
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Portlet
Displays a pie chart with all projects that are within/exceeding budget.
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Reports
Bar chart that displays count of projects that are within or exceeding budget.
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Portlet
Portlet to display the Project Spend to external vendors by Month.
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Portlet
Portlet to display the Project Spend to external vendors by Month.
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Reports
Bar chart that displays count of projects by out of box Stage attribute.
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Portlet
This bar-chart portlet displays investments per stage.
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Portlet
This bar-chart portlet displays investments per stage.
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Portlet
This is a pie chart portlet which displays project count by stage.
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Portlet
This is a pie chart portlet which displays project count by stage.
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Reports
Count of Projects by Stage.
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Portlet
This is a pie chart portlet which displays count by stage. Drilldown opens grid portlet with details for section clicked.
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Portlet
This is a pie chart portlet which displays count by stage. Drilldown opens grid portlet with details for section clicked.
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Portlet
Used to help identify task and milestone exceptions based on their baseline.
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Portlet
Used to help identify task and milestone exceptions based on their baseline.
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Configurations & Apps
Estimation object, processes and portlets to define and report on resource estimation.
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Configurations & Apps
Estimation object, processes and portlets to define and report on resource estimation.
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Presentation (Information)
This class will address one of the most common pain points within organizations: how to involve the right people within a timely project estimate.
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Training Documents
A Quick Reference Guide to assist with Project Financial Plans in Clarity’s Modern UX.
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Training Documents
A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX.
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Training Documents
A Quick Reference Guide to assist with Project Financials in Clarity’s Modern UX.
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