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A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt. Reviews how to open the Project Scheduler and use of the Gantt View. -
A Quick Reference Guide that covers task assignments in Clarity’s Modern UX. The guide reviews the Assignment Tab and updating ETC via two options. -
A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX. Reviews the access of project details from the Project Grid or Tile views, creation of a cost and budget plan, and edits to those plans. -
A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX. Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view. -
A Quick Reference Guide to assist in replacing roles with named resources in Clarity’s Classic UI utilizing the Phoenix Theme UI. Reviews access the unfilled roles tab, using the resource finder, replacing the role, and using the booking confirmation portlet. -
A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme. Reviews accessing the project and assigning the team. -
A slide deck used in Rego’s training sessions around the use of Roadmaps in Clarity’s Modern UX. Reviews the benefits of Roadmaps, security, building a Roadmap, Importing Investments, Board View, and Grid View. -
A Quick Reference Guide to assist in the creation of Roadmaps in Clarity’s Modern UX. Reviews adding Investments to the Roadmap and then syncing. -
A Quick Reference Guide to assist in the use of the Roadmap Grid View. Reviews functional use of the Grid View and exporting to CSV. -
A Quick Reference Guide to assist in the use of Clarity’s Roadmaps Board View. Shows how to go from the Roadmap List view to the Board View. Reviews functionality and use of the Board View. -
A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints. Reviews the configuration process including changes to Details and Modules. -
A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity. Reviews the configuraton process. -
A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX. Reviews the process of applying security to specific fields for specific groups. -
A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX. Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security. -
A Quick Reference Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX. Reviews the steps to create a portfolio, process of adding the investments, and syncing the data. -
A Quick Reference Guide for utilizing Portfolio Targets in Clarity’s Classic UX. Reviews the target menu and using breaking down roles for use in portfolios. -
A Quick Reference Guide to assist in the use of the Waterline to Optimize Portfolios in Clarity’s Classic UX. Reviews waterline menu, ranking rules, and use of filters. -
A Quick Reference Guide to assist in the use of the Portfolio Reporting in Clarity’s Classic UX. Reviews the Scorecard in the Portfolio menu, portlet available, and exporting data as reports. -
A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX. The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices. -
A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX. Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan. -
A Rego Training deck that reviews the use of Hierarchies in Clarity PPM’s Modern UX.- Hierarchies in Clarity PPM can be used to create one or more hierarchies that define relationships between various investments. Each hierarchy includes an investment tress card made up of multiple cards.
- A parent-child relationship between investment cards help stakeholders understand the dynamics of the investments. Stakeholders can use the Hierarchies page to view all the hierarchies in the organization.
- Hierarchies can include different investment types such as; ideas, projects, and custom investments with configurable cards by investment type.
- Hierarchies can display rolled up aggregation metrics.
- Hierarchies can be exported to PDF.
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A Quick Reference Guide to assist in the creation of Hierarchies in Clarity’s Modern UX. Clarity PPM provides the ability to create one or more hierarchies that define the relationships between ideas, projects or custom investments. Each hierarchy contains up to a 500 tree card diagram that shows a parent-child relationship between the tree cards. -
A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX. The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy. -
A Rego training deck that walks through the various aspects of Open Workbench and offers tips and trick on using the tool to manage projects in sync with Clarity. Covers: Opening a plan, Multiple Staffing, Preference Options, Quick Access Toolbar, Quick Search and Quick Filter, Views and Filters, Copying Plans, Work Breakdown Structure, Dependencies, Assignments, Autoschedule, Baselining and Plan Closure. -
Rego’s training deck for Project Management in Clarity using the Classic UX and the Phoenix theme. Reviews the OBS, WBS, Templates, Terms, Allocation vs ETC and more. -
A Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX. Document uses screen shots to walk through the process. Document uses the Phoenix Theme. -
A Quick Reference Guide to assist in the process of populating Project Properties. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the creation and editing of tasks using the Project Task List in Clarity. Screen shots are from the Classic UI, using the Phoenix Theme. -
A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist with Task Assignments in Clarity. The document shows screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity. The document show this with screenshots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist with the creating and managing of Cost Plans in Clarity. The document uses screen shots from the Classic UX using the Phoenix theme. -
A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme.
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