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 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets.

This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets.  This doc references version 16.1.2 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 Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.1.2 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 with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.1.2 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 Project creations in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile 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 16.1.2 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 thestaffing of a Team on an investment in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale.

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 16.1.2 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 Allocations Timeline in Clarity’s Modern User Experience.  This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline.

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 16.1.2 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.

This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience.  This doc references version 16.1.2 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction.

A guide to using RegoXchange, the Clarity content library.  Goes through Registration, Finding Content, and Downloading the files.