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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. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your Demand Management processes. -
XOG & Query Bridge (XQ) is a 2-in-1 Clarity PPM toolset that provides enhanced functionality and an improved user experience when retrieving and inserting data to/from Clarity PPM environments. XQ is available as a Web-based application and also as a downloadable desktop version that supports both On-premise and On-demand Clarity PPM implementations. https://xogbridge.com/ -
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. The document reviews Creating an Idea and Editing of an Idea. -
This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience. -
A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme. -
A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX. The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy. -
Clarity has the flexibility to manage your project throughout the project life cycle, adapting to changes, risks and issues proactively to minimize the impact to the project constraints. NOTE: The tabs displayed on a project are defined by the blueprint. Different projects may be on different blueprints, and therefore may have fewer, more or tabs in a different order. -
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List. -
This tech trick document reviews the different reporting options you have in CA PPM and the benefits of each options. Jaspersoft, PowerBI and Tableau are all discussed. -
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 16.2.1 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. -
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.
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