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Missing Time by PM report displays Resources whose timesheets are missed by Project Manager. There is Clustered Column Chart which displays missed timesheets count by Project Manager. Also, there is table view of Project Manager, Resource, Time Period Start and Finish Dates, Total Hours and Timesheet status. User can narrow their search by OBS Type & Path and Project Manager, Resource Manager, Resource, Timesheet Status and Time Period Start Date (Relative or Specific Date Range). -
Late Risk report provides the Project Managers a single place to view all the Open Risks that are past their target resolution date. This report provides information such as Risk Count, Risks by OBS Level 2, Priority, Status and Year in Stacked Column Chart. In addition, this report has also Table view of Risk information such as Investment Name, Risk Name, Investment Manager, Risk ID, Owner, Target Resolution Date, Status, Priority and Days Open. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
A Quick Reference Guide to assist in the administrative process of creating a new Clarity OBS. An Organizational Breakdown Structure (OBS) is a hierarchical structure that can be used to align resources, projects and investments. An OBS can be used for reporting and access control based on OBS membership. Note: the following steps apply when creating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part of the Clarity implementation. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method.
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The All Lookups and Attributes portlet provides the ability to see all static lookups in the system, as well as their lookup values. Ability to filter and view the population by lookup name and ID, value name and ID, whether or not the item is active, and whether or not the item is a system (seeded) value. A system value is a record that comes with a base installation of Clarity as opposed to a value that was added manually or through a Clarity Add-in. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel.
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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.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.3 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience. This doc references version 16.3 views. Document includes instructions on how to create cost plans, budget plans and benefit plans. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and use of Widgets in Clarity’s Modern User Experience. It covers the 5 types: Number Tile, Pie, Bar, Progress Ring, and Target. This doc references version 16.3 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.3 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.3 views. Document reviews Checklists, Smartlists and To Do’s.
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