Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX.

This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.

How do you prioritize work?  In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient.  There are financial and resource constraints to consider.  We must align with strategic objectives, OKRs, or business outcomes.  So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap?  How do you drive priorities without driving yourself crazy?  In this session, we will share best practices and lessons learned.  You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs.