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 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 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 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 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 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 utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.

This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View.  Instructions are also provided on how to synchronize a Roadmap.

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 16.0.2 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.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.