RegoXchange
  • A Quick Reference Guide to assist in the process of adding members to a Group in Clarity’s Modern User Experience.   A group is a collection of users that require the same set of access rights.  Members (users) can be added to a group.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience.  This doc references version 16.3 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
  • The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource.  You first choose the resource who currently has the action item(s) sitting in their queue.  Next, you choose the resource you want to reassign the action item(s) to.  Finally, you select one to many action items you want to re-associate before running the process.  After all the fields are set, the process can be run which will re-associate the action items from one resource to the other.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago.  The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
  • Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
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