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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. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
A Quick Reference Guide to assist in creating or adding Calculated Fields or Measures to a Jaspersoft Report. Calculated Fields or Measures can be created and added to a new or existing Ad-Hoc view by applying formulas to the measures. -
A Quick Reference Guide to assist in the process of creating a chart in Jaspersoft. The guide walks through the steps using screenshots. -
A Quick Reference Guide to assist in the process of creating a crosstab in a Jaspersoft Ad-hoc report. The document uses screenshots to walk you through the process. -
An updated version of our training material for Jaspersoft Ad-Hoc Reporting for Clarity. Introduces Jaspersoft as a reporting tool, explains security, the data warehouse, and JS Domains. Then delves into navigation, running a report, creating an ad-hoc report, saving it, creating a cross tab report, creating a chart, creating a dashboard, and scheduling the report. -
This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan. -
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 16.0.3 views. Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint. Tips on the user of the API Attribute ID are also provided. -
This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
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