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Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session. -
Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Job Schedule Details portlet shows al jobs and displays all of the scheduled and non-scheduled information for those jobs – including the months, days, hours, and minutes. It also displays the last time the job was updated and whether or not the job was custom or a CA job. The portlet will help the administrator understand the current job schedule configuration. The table below describes the available columns in the portlet. The first 10 are configured in the default view:Column Label Description Name Name of the Job Description Description of the Job CA Job? Whether this is CA Job? Yes or No Scheduled Scheduled Status of the Job. Yes or No Months Months the Job is scheduled to run Days Days the Job is scheduled to run Hours Hours the Job is scheduled to run Minutes Minutes the Job is scheduled to run Active Status of Job. Active or Inactive Last Updated Date the Job was Last Updated Code Unique internal Code of the Job Created By Name of Resource who created the Job Date Created Date the Job was created Executable Executable of the Job Job Code Unique Code of the Job Schedule Date Scheduled date of the Job run Type Type Updated By Name of Resource who updated the Job -
The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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A Quick Reference Guide to assist in setting up a login message that users can see whenever they log into Clarity. QRG walks through the configuration steps. Message Severity and duration can also be setup. -
A Quick Reference Guide to assist in the use of the Objectives Board View. The view options allow you to customize the Board layout. Options include Columns, Swimlanes, Color and Labels. -
A Quick Reference Guide to assist in the process of adding Sections and Attributes to a Clarity Blueprint. User must have access to the Administration Module.
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A Quick Reference Guide to assist in the use of the Attribute Grid in Clarity’s Modern User Experience Admin Menu. The Attributes grid under MUX Administration menu allows you to perform the following actions on attributes: 1. Define field level security (FLS) 2. Create labels 3. Create tool tips 4. Define display type
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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 16.3 views. Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint. Tips on the user of the API Attribute ID are also provided.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
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