RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
  • 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 16.0.2 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 management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.2 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.0.2 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets.  This doc references version 16.0.2 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource.
  • 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 16.0.2 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 Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.0.2 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 16.0.2 views. Document reviews Checklists, Smartlists and To Do’s.
  • 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.  The document covers transaction entry basics, creating a voucher header, entering line-item details, and entering line detail transactions.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.  The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience.  Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement.   Blueprints can be leveraged to customize the agreements as required.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience.  The document covers running jobs to sync data, analyzing cost plans, reviewing transactions, and analyzing cost and budget plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience.  The document reviews submission of a cost plan for approval, approving or rejecting submitted budgets and Budget Plan facts.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  The document reviews the process to create a benefit plan and then add it to a cost plan.
  • This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience.  The document reviews navigation to a custom investment and then the various tabs related to the management of the investment.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience.  The document reviews creating a Custom Investment Type and creating a Custom Investment Record.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan.  The document reviews accessing the Staffing Page, viewing Resource Allocations, adding Allocations, and the Staff Tab Legend.
  • This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience.  The document reviews accessing Staffing from the main menu, the Staffing Grid, and the Allocations Timeline.
  • This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience.  The document reviews accessing and fulfilling requests.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.  The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information.
  • This training document is a Rego Consulting Quick Reference Guide to assist with managing Task Assignments in Clarity’s Modern User Experience.  The document covers creating new assignments and updating ETC.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience.  The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience.  The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience.  Documents starts with accessing the project via the Tile module.  Then shows how to update properties in the Details page and in the Project List.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.  Document reviews the three task views available: Timeline view, Board view and Grid view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience.  Document reviews the Task List Tab, and the Task Tab Sub Tabs.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of URL links and use of the conversation functionality in Clarity’s Modern User Experience.
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