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The KPIs by Project Type report provides a consolidated view of key performance indicators across projects, grouped by project type. It highlights metrics such as overall status, schedule, alignment, and risk, along with resource allocation and actual hours tracked since each project’s inception. This report enables quick comparison of performance trends and resource utilization across different project types. -
The Capacity vs. Demand by Role report provides visibility into resource utilization by comparing available capacity to actual demand across investments at the role level. It highlights capacity, demand, and remaining capacity, helping identify potential surpluses or shortfalls. Data can be viewed by week or month and displayed in either hours or full-time equivalents (FTEs) to support detailed workforce planning and analysis. -
The Capacity vs. Demand by Resource report displays resource capacity and demand at the resource level across investments. The report gives you visibility into the capacity, demand, and remaining capacity by resource. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or FTEs. Report Prerequisites: Verify that you have completed the following prerequisites before you run this report: • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options. • Resource demand allocation amounts display if the resource is allocated to at least one investment and the report display type of hours as allocations. Resource demand assignment amounts display if the resource is assigned to at least one task on the investment and the report displays type of hours as assignments. -
The Project Issue Register report displays comprehensive information for each project issue. The issue register also provides the option to display items that are associated to the issue such as notes, action items, and tasks. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The project must have at least one issue for the project to display in the report. • The issue properties must have fields such as description, category, resolution, target resolution, impact date, and originating ID completed for them to display data in the report. The issue name, issue ID, priority, status, and owner are required in Classic PPM so they always display data. -
The Time Compliance report displays different frame in the displaying project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals, and some EVM indicators for its phases. -
The Financial Budget vs. Forecast by Period Detail report provides a detailed breakdown of planned or budgeted costs compared to forecasted costs by investment. It displays variances for each period and in total. Users can filter or drill down to view the specific investments that contribute to selected financial plan groupings. -
The Financial Budget vs. Forecast by Period report provides insight into financial performance by comparing planned or budgeted costs against forecasted costs across defined time periods. It highlights period-level and total variances to help identify trends and deviations. Results can be grouped by up to two financial attributes, such as Charge Code, Cost Type, Department, Input Type, Location, Resource, Resource Class, Role, Transaction Class, or User Values 1 and 2, allowing flexible analysis by key dimensions. -
The Project Schedule report provides visibility into project schedule, including detailed information on days late, status and its associated items such as detailed info of schedule on Phase level, Task level and assignment level. Results are grouped by project in Phase, Task and assignment sections or can be viewed without grouping to support flexible analysis for projects. Interactive visuals make it easy to track, monitor, and manage schedule across projects. -
The Time Compliance report displays the timesheet compliance percent, the number of timesheets by status (open, submitted, returned, approved, and posted), and the total for each OBS unit, with the ability to filter and drill down. -
The KPIs by Project Type (Dashboard) report provides visibility into key project health measures, including status, schedule, alignment, and risk. Gauge visuals highlight each KPI at a summary level, while column charts break down results by project type. Resource allocation and actual hours are summarized in pie charts, making it easy to compare utilization across project types. In addition, bar charts display the number of issues, risks, and change requests by project type and priority, helping teams quickly identify areas of concern. -
Join us for a round table discussion on advanced SQL. We'll discuss sub-queries, common table expressions (CTE's), analytic functions, and any other requested topics. With multiple instructors we can break out into smaller groups for a more targeted experience. -
Join us to discuss one of the most important - but also one of the most confusing Clarity topics - security. Learn how an OBS can be utilized to control security, how security permissions can be granted and revoked, and the pros and cons of the different types of security permissions. -
Take a deep dive into Clarity's REST APIs. You will learn different ways to explore Clarity's API's using the REST API explorer, Postman, and Chrome's Developer Tools. We will cover HTTP methods, status codes, Clarity-specific headers, and creating and parsing JSON. -
This beginner-friendly course will begin exploring project management related themes and how they translate to Clarity. We'll discuss resources and calendars that demonstrate resource availability, and project teams which represent demand against your resources. -
Utilize Power BI with the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hands-on beginner training for Power BI. learn how to build basic visuals and reports against the Clarity data warehouse. -
This course will take a deeper dive into Clarity portlets. We'll take the next step after configuring object based portlets, and learn how to write an NSQL query to provide data to your portlet. We'll cover different types of portlets, grids, graphs, and multi-dimensional portlets, demonstrate how to surface the portlet on a page, and channel to it from Modern UX. Including HTML portlets and scripting tips. -
This beginner-friendly course will cover basic administration within Modern UX. You'll learn about enabling MUX, establishing your System Settings, and Blueprints basics. -
This course will take a deep dive into Modern UX administration. We'll cover the advanced MUX Administration settings, managing system wide views before deep diving into advanced blueprints topics such as visuals, modules, rules, and actions. -
Discover Rego's integration tools that are specifically built to help develop and standardize the integration process. Learn about Rego's Data Extractor - a highly configurable and efficient tool to extract Clarity data into flat files. And also Rego's Data Processor - a highly configurable tool that abstracts the most common development tasks for an inbound integration. We'll review both tools and discuss integration best practices. -
This course will focus on the financial setup and processing in Clarity. We'll discuss topics such as financial entities, fiscal periods, financial attributes, and how they all tie back to a labor rate matrix. These components are crucial for calculating labor costs within Clarity and enabling project managers to make financially sound decisions. -
Tired of repeating the same code in your GEL scripts? Prefer not to write thirty lines just to call a REST web service? Learn tips and tricks for reusing code—like using <include> tags and Rego’s Jam Tags solution to simplify and streamline your scripts. In this session, you'll learn the functionality and advantages to using Jam Tags within your GEL scripts to accomplish tasks that were tedious, error prone, and in some cases impossible within GEL. -
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. -
This class is a hands-on beginner training class on Clarity's native functionality for reporting. Learn how to build basic visuals/reports and leverage Canvas to get the most out of Clarity. -
This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings.
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