-
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. -
The portlet is a browser XOG client in the form of an HTML portlet. The purpose is to read/write data from/to Clarity. To write the data, the user needs to have Project – Approve OR Project - Approve - All access right. -
Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2 -
Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
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 views. Doc reviews the Menu Bar and User Tool Bar. -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Allocation Discrepancies • Resource Detail • Resource Skills • Resource Summary • Resource Tasks • Staffing Allocations • Staffing ETC Demo Video - https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6 -
This session will align you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the capabilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization! -
The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals. -
A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX. Used for Rego’s training engagements, it covers the Time Entry process via flow chart, steps for submitting a timesheet, adjusting a returned timesheet, and adding or removing tasks from a timesheet. -
A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints. Reviews the configuration process including changes to Details and Modules. -
A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX. The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices. -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7
Copyright 2023 • Rego Consulting Corporation • Privacy Policy