Portlet
Snapshot of time that has been posted against projects by resource.
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Portlet
Snapshot of time that has been posted against projects by resource.
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Training Documents
This course will provide an overview of Clarity PPM Time Entry and Time Approval functionality.
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Training Documents
A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX.
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Training Video
This is a video presentation on the new User Experience (UX) of Clarity PPM v15.1, specific to time entry and approval.
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Training Video
This is a video presentation on the new User Experience (UX) of Clarity PPM v15.1, specific to time entry and approval.
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Training Documents
A Quick Reference Card to assist users as they enter time into Clarity PPM.
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Training Video
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience.
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Training Documents
Rego’s training material for time entry in the Clarity PPM Modern UX.
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Training Documents
Quick Reference Card to assist in the creation, filling out and submission of a Timesheet in Clarity’s Modern User Experience.
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Portlet
Displays resource availability by day
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Portlet
Displays resource availability by day.
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Presentation (Information)
RegoU class discussed options within Clarity PPM or outside Clarity PPM to make time tracking less of a burden for all.
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Training Documents
A Quick Reference Card to assist in adjusting Timesheets in Clarity PPM.
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Training Documents
This details how to adjust your time once the timesheet has posted.
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Workflow Job
Auto approves all timesheets.
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Workflow Job
Auto approves all timesheets.
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Workflow Job
Approves all timesheets in a selected period that the resource manager or project manager has control over.
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Workflow Job
Approves all timesheets in a selected period that the resource manager or project manager has control over.
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Workflow Job
Approves all timesheets in a selected period that the resource manager has control over.
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Portlet
Portlet to show the stage of any Action Item triggered by Timesheet submission.
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Portlet
Portlet to show the stage of any Action Item triggered by Timesheet submission.
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Portlet
Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
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Portlet
Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
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Portlet
This Portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well the number of timesheets that were competed and percent complete.
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Portlet
This Portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well the number of timesheets that were competed and percent complete.
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Reports
Timesheet Compliance Dashboard shows number of timesheets by Status, Resource Manager, Organization structure and employment type.
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Portlet
Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
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Portlet
Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
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Portlet
Shows timesheet compliance information by OBS.
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Portlet
Shows timesheet compliance information by OBS.
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Workflow Job
This is an automation to adjust cost in financials (WIP) based on standard weekly hours.
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Workflow Job
This is an automation to adjust the cost in financials (WIP) based on standard weekly hours.
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Reports
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.
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Training Documents
A Quick Reference Card to assist users in adding notes to their timesheet entries in Clarity PPM.
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Portlet
Displays timesheet notes in one location by resource.
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Portlet
Displays timesheet notes in one location by resource.
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Workflow Job
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.
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Workflow Job
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.
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Workflow Job
This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
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Workflow Job
This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
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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.
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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.
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Portlet
View Timesheets – Not Posted to WIP
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Portlet
View Timesheets not posted to WIP
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Portlet
The portlet provides a portlet based view of the timeslice settings.
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Portlet
The portlet provides a portlet based view of the timeslice settings.
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Presentation (Information)
This intro to timeslices covered an Overview of Timeslice Fundamentals, Terminology, Best Practices, Diagnostics, and the basic SQL Constructs to get you started.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity.
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Presentation (Information)
A 2015 RegoU presentation that discussed basic Clarity PPM administration.
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Presentation (Information)
A 2015 RegoU presentation that reviews financial processing in Clarity PPM.
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Presentation (Information)
RegoU class that discussed how to report on TCO for your organization by business function, application, or service
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Presentation (Information)
A presentation slide deck from Rego University 2022. This course reviewed Adoption Metrics and Reliable Data Collection.
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Presentation (Information)
This class will review various training best practices and training pros and cons.
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Presentation (Information)
Maximize the value of your training delivery by increasing end user engagement with the course content.
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Presentation (Information)
Discuss best practices and strategies to increase the effectiveness of your virtual courses.
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Presentation (Information)
Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users.
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Configurations & Apps
Integrates external non-labor financials into Clarity.
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Configurations & Apps
Integrates external non-labor financials into Clarity.
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Workflow Job
The Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job.
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Workflow Job
Updates the resource’s primary skill on the team object.
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Training Video
A course recording from Rego University 2021. By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
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Presentation (Information)
A presentation slide deck from Rego University 2021. By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
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Presentation (Information)
This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies.
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Workflow Job
This job disables all notifications for all resources.
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Workflow Job
This job disables all notifications for all resources.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the principles of Lean Portfolio Management.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This course was about understanding TBM and positioning its value with your organization.
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Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
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Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
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Technical Trick
Tips on changing the number of periods in the DWH for reporting purposes.
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Workflow Job
Sets all users email IDs to non-working and a second process to set them back
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Workflow Job
Sets all users email IDs to non-working and a second process to set them back.
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Technical Trick
Update portfolio settings in Clarity 13.2+ to allow for more values than the system defaults.
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Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
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Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
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Training Documents
A Quick Reference Card to assist in updating the Resource Calendar in Clarity PPM.
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Presentation (Information)
RegoU class reviewed existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan.
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Technical Trick
Utilize the XML capabilities of Microsoft Excel to compile and create XOG files.
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Portlet
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.
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Portlet
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.
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Technical Trick
This technical trick provides instructions on how to make bulk additions or changes of users to On Demand environments.
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Portlet
Displays all users logged in.
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Portlet
Displays all users logged in.
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Portlet
Used to identify user edited views of objects and portlets.
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Portlet
Used to identify user edited views of objects and portlets.
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Presentation (Information)
A 2019 RegoU presentation that walked through a step-by-step approach to doing application rationalization within your organization.
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Presentation (Information)
A 2019 RegoU presentation that walked through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas.
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Presentation (Information)
A 2015 RegoU presentation that review how Clarity PPM can be utilized for Program Management.
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Technical Trick
Describes how to use uniform colors for all charts.
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Training Documents
A Quick Reference Card to assist in the use of list views in Clarity PPM.
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Training Documents
Rego’s training material for using Open Workbench with Clarity PPM.
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Training Documents
A Quick Reference Card to assist in the use of the Resource Finder in Clarity PPM.
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Presentation (Information)
A presentation slide deck from Rego University 2022. This course reviewed the advantages of using REST APIs in Clarity development.
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Technical Trick
Tips on using the Power BI reports in RegoXchange.
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Training Documents
A single sheet document, front and back, that provides reminders on how to use the out of the box Clarity Gantt that was made available starting in v13.0.
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Training Video
A video description of how to use the v13 Gantt functionality.
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Training Video
A video description of how to use the v13 Gantt functionality.
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Training Documents
Provides an overview of the Common Grid components in Clarity PPM’s Modern UX.
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Training Documents
A Quick Reference Card to assist in the use of the Knowledge Store in Clarity PPM.
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