RegoXchange
  • Do you have enough experience with the data model to be dangerous - maybe just the basic project and resource tables? This class will take you to the next level in understanding the Clarity data model and provide training on how to write NSQL queries within Clarity for use in your portlets and reports.
  • A presentation slide deck from RegoU 2023.  This course was a presentation by Apptio on their Product Roadmap.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.1.2 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • 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.
  • 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 16.2.1 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 the creation and management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • 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 16.2.1 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.
  • A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
  • Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.
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