Best Practices | Financial Management – RegoU 2022

A presentation slide deck from Rego University 2022. This document reviews the best practices for Financial Management in Clarity.

Involve the Finance Team
- Finance will drive financial classifications, resource rates, and capitalization rules
Keep Things as Simple as Possible
- Streamline financial classifications in both the Estimation and Actuals processes
Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System
- Clarity may never match general ledger or project accounting module 100%
Spend Time on the Full Architecture – Current and Future State
Start With Required Outputs and Work Backward
Integrate to Avoid Duplicate Entry

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RegoXchange Content ID: EX2152

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Content Type: Presentation

Related Modules: Financial Management

Company: Rego Consulting

Versions Supported: 16.x

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