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When configuring the Timesheet Options, the browse window for selecting a lookup on the User Value 1 field only shows a choice of one lookup definition and that is the definition for the stock 'Time Entry User Value 1' Static Lookup. We want to develop our own user-defined dynamic query lookup for use on this field. How can we get this to work properly? Are there any special requirements or configuration considerations that should be reviewed in understanding this functionality for using a custom Time Entry User Value 1 dynamic query lookup? The use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field. It is recommended that you use the stock, 'Time Entry User Value 1' Static Lookup if possible. -
Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit -
The My Missing Time portlet displays all open time periods for which the logged in user (assuming they are open for time entry with a track mode of Clarity) has a timesheet that is not posted (accommodates for hire and termination dates). The portlet is used as a quick reference for users to view their missing time. -
The Capacity vs Demand by Resource report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. 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. -
The Communications Portlet - Simple portlet provides a simple mechanism to communicate with Clarity users. The content of the porlet can be edited easily through the Portlet administration screens within Clarity. This is a very beneficial method of delivering messages to your Clarity users all at the same time. -
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 16.0.3 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 creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials. -
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc reviews setting Ideas as Approved and converting Ideas to projects. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings. -
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 16.0.2 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.
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