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The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones. -
The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
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The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
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Course Description: Do you want to talk to other customers that are using or plan to use project management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing -
Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences. -
Course Description: Do you want to improve the success of your projects? This class will discuss some lessons learned on making projects more successful. We will discuss things like: • Developing robust test plans, creating effective use and test cases, and implementing test scripts that make sense.- Why failures occur and what you can do to minimize the impact and plan for success—including a case study on lessons learned.
- Developing, testing, fine-tuning, and executing deployment plans for success.
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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 slide deck used in Rego’s training classed for Project Management in the Modern User Experience. Reviews terms and definitions, the OBS, Work Breakdown Structure, Templates, Roles and Responsibilities, Allocation vs ETC, Accessing Projects, Project Creation, Staffing, Tasks, Assignments, To Dos, Project Financials, and more. -
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. -
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 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
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