Clarity PPM | 6 Steps to Using Financials

Does your organization have trouble understanding project spending and the value being delivered?

With more pressure on budgets than ever, many organizations are linking Clarity PPM (CA PPM) and Financial Management. But getting started is not as easy as toggling a preference button. We'll walk you through it.

financial_mgmt-blog-10To show the value of Project and Portfolio Management (PPM), organizations are learning to link Clarity PPM) and financial management for greater visibility into reporting and project health.

Rego's expert guides have spent thousands of hours guiding customers through this process. Our free webinar covers what Financial Management looks like in Clarity PPM. And our free white paper covers why and how to use Financials in Clarity PPM.

Access both below and keep an eye our for our upcoming Financial Management demo.


Watch the Financial Management in Clarity PPM Webinar 

This on demand webinar focuses on the What.

Our expert guides will walk you through some of the tactical keys that link financial management to project spending, so you can see value. If you're ready to help your organization understand project spending, watch here.

Watch Now 


Download Financial Management in Clarity PPM) White Paper

fin-mgmtThis white paper focuses on the Why and the How of successful financial management in Clarity PPM.

It gives you proven best practices laid out in 6 key steps you can take anywhere on your financial management journey. 

Download White Paper  






Let Rego Be Your Guide

Join us live and in-person at RegoUniversity in San Diego Sept 29-Oct 2 and learn from the expert guides who deliver Clarity PPM and Agile services to 60% of Fortune 20 companies. Act now to save $300 on Early Bird Pricing until July 1st.

Rego also offers free health assessments, webinars, and half-day training classes for Clarity PPM on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft. 

For a full list of Clarity Services, visit

By Camille Pack|January 30, 2019

About the Author: Camille Pack

Camille Pack

Camille Pack has been in marketing for over a decade and started her career as a college composition instructor during graduate school. Technical writing lends itself well to mastery, and in her time at Rego, Camille has offered clients product support, configured environments, and served as both a project manager for an internal reporting group and a business analyst for a large external client. Camille holds an MA in Literature and Writing, a BS in Biology, and is currently Rego’s Marketing Director, where she helps share Rego’s expertise with organizations maturing Project and Portfolio Management.

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