-
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies. -
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 16.0.3 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 resource managers with the adjusting of timesheets. This doc references version 16.0.3 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
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 16.0.2 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. -
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 16.0.2 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 the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes instructions on how to create cost plans, budget plans and benefit plans. -
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 16.0.2 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 utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document reviews Checklists, Smartlists and To Do’s.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy