Looking to automate some tasks within your Clarity environment? This class will guide you through Clarity's workflow engine, covering instance vs. general processes, start options, action types, pre and post conditions, MUX workflows, and notifications.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  The document reviews the process to create a benefit plan and then add it to a cost plan.

Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both newUX gaps from classic.  We will discuss best practices.

Do you want to understand Clarity's best practices for configuration and functionality in demand management? In this class, you will learn about the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your demand management processes.

This session will align you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like scheduling, assignments, staffing, views, financial plans and other general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas.

This session will align you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the capabilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization!

Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization!

A presentation slide deck from Rego University 2022.   This document reviews the best practices for Financial Management in Clarity. Involve the Finance Team Finance will drive financial classifications, resource rates, and capitalization rules Keep Things as Simple as Possible Streamline financial classifications in both the Estimation and Actuals processes Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System Clarity may never match general ledger or project accounting module 100% Spend Time on the Full Architecture – Current and Future State Start With Required Outputs and Work Backward Integrate to Avoid Duplicate Entry

A presentation slide deck from Rego University 2022.   This document reviews the best practices for using Roadmaps in Clarity. Before Getting Started Do’s and Don’ts Bells and Whistles to Leverage

 

Discover best practices for managing complex Apptio architectures, including custom use cases, key decision points for working within CT projects or creating custom projects, and the importance of focusing on the data layer and model. Gain insights from valuable lessons learned and develop a robust production release strategy that encompasses calculation times, check-ins, rollbacks, and automation. This session will equip you with the knowledge and skills to optimize your Apptio environment and navigate complex architectures with confidence.

This round table discussion will focus on Clarity configurations using Studio. A well-configured Clarity environment will minimize performance bottlenecks, ease development, and increase end user adoption. Join us to discuss best practices around object structure, naming conventions, audit trail settings, and more.

A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity.  Reviews the configuraton process.