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This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing View in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports. -
Want to keep your Clarity environment running efficiently? In this class we'll discuss how to maintain your Clarity environment through the use of jobs, processes, and configuration. We'll also cover recommended maintenance activities to ensure your environment is running optimally. -
Clarity’s new reporting capabilities deliver interactive insights directly within the platform—no data exports required. In this session, you’ll learn how to harness the latest reporting features to empower decision-makers, visualize portfolio performance, and tell compelling stories with your data. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
See how multiple Rego innovations can save time, reduce effort, and increase adoption across your organization. Leverage Power Automate to connect Clarity with SharePoint, Teams, and Outlook—automating tasks like creating Teams for projects, managing permissions, and sharing reports with non-Clarity users. Discover how the RegoLink PowerPoint add-in keeps decks up to date with templates and live Clarity data, and how the Excel Data Manager (EDM) simplifies bulk updates by letting you edit and validate data in Excel before syncing back. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Do you want to understand the value of the new functionality in Clarity's most recent rollout? This class is for you! Attend an interactive demonstration and put these capabilities in action today. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work even better together? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
A presentation slide deck from RegoU 2024. This course focused on an itDesign product that adds-on to Clarity for Resource Management enhancement.
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