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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 16.1.2 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 General Navigation in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews the Menu Bar and User Tool Bar. -
"Learn how to use, and follow best practices with the Clarity REST APIs- Execute a REST Call
- Create JSON payloads and parse JSON responses
- Capture the result of the request"
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Clarity's Modern Experience has been a game changer for end-users, but did you know there are some fantastic capabilities for admins? Come to this session to learn about how to set up the modern experience, the module capabilities, blueprints, fields/attributes, and how to personalize your experience. -
This tech trick demonstrates how to use Microsoft Excel to map data to XOG files by using the Developer tab in Excel 2010+. Using a standard XML XOG file as provided by CA the guide and walkthrough video shows off the power of Excel and the ease in which object instance values can be directly inserted into or updated in Clarity. -
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. -
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience. Covers Accessing the New UX, Update Settings, and Configuring the Grid View. -
The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
A presentation slide deck from Rego University 2022. This document reviews the options for managing schedules outside of the Clarity tool.- Introduction to scheduling
- Why use an external scheduler?
- Who uses what?
- Scheduler-Specific Decision Factors
- Discussion: Scheduler Challenges
- Tips to help user adoption
- Is it time to just use Clarity?
- Microsoft Project OOTB or The Rego Connector?
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Learn how to create, manage, and analyze investment data using Clarity's Hierarchies and Roadmap modules. This course will cover best practices setup of Hierarchies along with setting targets, planning, importing/syncing, selecting views, and printing Roadmaps. -
Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized project manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
The Investment Allocations and Assignments report provides visibility into team member allocation, task assignment, and variance amounts by investment across time periods. A chart highlights allocation compared to assignment amounts by period. Results can be displayed by week, month, or in total, and viewed in either hours or FTEs for each team member and investment. Interactive visuals make it easy to compare planned effort against actual assignments at the team member and investment level. Content Type: Business Intelligence, PowerBI Report -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class, we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people. -
Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc reviews the Menu Bar and User Tool Bar. -
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. -
Clarity's Modern Experience has been a game changer for end-users, but did you know there are some fantastic capabilities for admins? Come to this session to learn about how to set up the modern experience, the module capabilities, blueprints, fields/attributes, and how to personalize your experience. -
You can now directly query your CA PPM SaaS database without the need for VPN. Utilize the open source SQL client SQuirreL to write read-only queries (up to 1000 rows) against the database.
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A quick reference guide that reviews all of the icons used in the vertical menu bar and provides a quick explanation on their meaning/use. -
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 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets.
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