A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records.
A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX. Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan.
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.
A Quick Reference Guide to assist in the creation and editing of tasks using the Project Task List in Clarity. Screen shots are from the Classic UI, using the Phoenix Theme.
This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience. The document reviews this both in the Project Page and in the Project Tiles locations.
A Quick Reference Guide to assist in creating a Cost Plan in an Idea within Clarity. Shows the process in Clarity’s Classic UX with the Phoenix theme applied.
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan.
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created.
Broadcom recently introduced “Cooking with Clarity” a step-by-step guide to deploying and configuring Clarity. This session focuses on how to integrate Clarity and Rally.
This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience.