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This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience. The document reviews accessing Staffing from the main menu, the Staffing Grid, and the Allocations Timeline. -
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 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. -
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. -
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. -
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. -
"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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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. -
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. -
Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved - Overall maintenance recommendations for Clarity Studio and MUX
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