This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.  Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record.

Project by Stage is a bar chart that displays count of projects by out of box Stage attribute.  Stage attribute values are plotted on Y axis. Label on the bar chart slice displays the count of projects associated with that respective Stage value.  User can further drill down the information to investment level by clicking on particular bar slice.  You can further narrow your search by OBS Type & Path, Investment Manager.

A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation.