This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.

Allocation Compliance Column Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Stacked Column chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Start Date range.

Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned.  We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.

This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans.