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)
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 Clarity PPM Data Model.
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Presentation (Information)
A 2015 RegoU presentation providing a introduction to GEL Scripts.
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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 proxy, Resource Manager, Booking Manager and Resource with edit skill and calendar
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Workflow Job
Provides Resource Manager, Booking Manager and 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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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)
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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Portlet
Bar graph displaying vendor hours or cost by month.
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Portlet
Bar graph displaying vendor hours or cost by month.
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Portlet
Displays vendor hour or cost by month.
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Portlet
Displays vendor hour or cost by month.
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Presentation (Information)
A 2015 RegoU presentation provides an overview of how other companies are using Clarity PPM for application management.
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Presentation (Information)
Wouldn’t it be great if people could focus on their jobs, not processes and tools? When the global commerce company Pitney Bowes integrated Rally Agile with Clarity PPM, that's what they were after—more business value for 250 product lines and 1,200 engineers.
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Technical Trick
This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
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Technical Trick
This document’s purpose is to help the reader copy and modify a Clarity PPM Jaspersoft report.
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Presentation (Information)
A 2019 RegoU presentation to learn some fundamental graphic design principles such as grid theory, ink-to-data ratio, flow, balance, and more.
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Training Video
A video explaining the process of filtering and finding content in RegoXchange.
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Technical Trick
Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.
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Presentation (Information)
Webinar discusses important ways you can prepare for a project manager interview. It points out the hazards to sidestep and best practices for identifying candidates with the right proficiency.
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Presentation (Information)
This paper discusses important ways you can prepare for a project manager interview. It points out hazards to sidestep and best practices for identifying candidates with the right proficiency.
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Presentation (Information)
This paper will help you launch a PMO—or facelift the one you’ve got—by making sure your PMO charter can handle strategic heavy lifting.
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Technical Trick
Instructions on how to change Chart colors in a Jaspersoft Studio report.
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Training Video
A video explaining the process of creating a RegoXchange Registration and User ID.
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Technical Trick
This tech-trick defines how to run a Jaspersoft report using Rest API.
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Presentation (Information)
In this white paper, we’ll review a broad array of questions you should be asking your PPM vendor to make sure you’re making the right choices, whether you’re considering a potential implementation or optimizing your current PPM environment.
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Training Documents
This tech-trick details the steps to set colors for an HTML5 Graph.
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Training Video
A video explaining the elements of the RegoXchange product page.
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Technical Trick
Instructions on how to use markup (such as HTML markup) in a field in your report.
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Presentation (Information)
This class will teach you how to navigate your way around the data model, understand the jobs populating int, and compare it to the various existing data mart and core Clarity PPM aggregation tables.
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Presentation (Information)
RegoU Presentation slide deck used to explore some of the options to build eye-popping portlets using HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars themed communication portlets.
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Presentation (Information)
A RegoU 2019 class that explores some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets.
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Portlet
Portlet allows Clarity admins to start any process with single click.
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Presentation (Information)
This class explored some of the options to build eye-popping portlets using HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars themed communication portlets.
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Configurations & Apps
The idea allocation uploader allows you to import in allocations from an external Excel spreadsheet.
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Portlet
Grid portlet displays idea details for all ideas (active and inactive) and all status conditions.
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Portlet
Grid portlet displays idea details for all ideas (active and inactive) and all status conditions.
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Portlet
Bar chart portlet that displays count of ideas per business unit.
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Portlet
Bar chart portlet that displays count of ideas per business unit.
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Reports
Pie chart report that displays count of ideas per Business unit.
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Portlet
Shows a count of all ideas by type.
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Portlet
Shows a count of all ideas by type and then drills down to ideas by category.
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Portlet
Shows a count of all ideas by type.
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Portlet
This is a pie-chart portlet displaying ideas by department.
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Reports
Pie chart report that displays count of ideas by Department.
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Portlet
This is a pie-chart portlet displaying ideas by department.
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Reports
Pie chart report that displays idea count by Priority.
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Portlet
Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.
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Portlet
Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.
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Portlet
Portlet that shows ideas by stage, and is grouped by sponsor.
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Portlet
Portlet that shows ideas by stage and is grouped by sponsor.
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Reports
Column chart report that displays idea count by Stage.
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Portlet
This is a pie-chart portlet displaying ideas by stage.
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Portlet
This is a pie-chart portlet displaying ideas by stage.
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Technical Trick
Displays Image preview of PDF, Text, Image(png), MS Excel, MS Word and MS PowerPoint.
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Presentation (Information)
An outline used for a round table discussion around implementing demand management.
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Presentation (Information)
An outline from a round table discussion around implementing financial management.
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Presentation (Information)
An outline used for a round table discussion around implementing portfolio management.
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Presentation (Information)
An outline for a round table discussion around the implementation of project management.
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Presentation (Information)
An outline used for a round table discussion around implementing resource management.
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Training Documents
This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency.
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Presentation (Information)
RegoU Presentation from February 2014. Learn the components of PPM process maturity and the importance of integration with any PPM tool.
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Portlet
Shows items still pending for inactive resources.
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Portlet
Shows items still pending for inactive resources.
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Portlet
This is a grid portlet to show projects with dates more than 20 years in future or past.
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Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
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Configurations & Apps
Displays an overview of incident and related task information
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Portlet
Displays an overview of incident and related task information.
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Portlet
View all notes attached to incidents.
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Portlet
View all notes attached to incidents.
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Portlet
Graph that displays open and closed incidents
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Portlet
Graph that displays open and closed incidents.
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Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
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Technical Trick
Increase the length of the OBS field.
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