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A Quick Reference Guide to assist in the administrative process of creating a new Clarity OBS. An Organizational Breakdown Structure (OBS) is a hierarchical structure that can be used to align resources, projects and investments. An OBS can be used for reporting and access control based on OBS membership. Note: the following steps apply when creating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part of the Clarity implementation. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record.
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This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality.
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This training document is a Rego Consulting Quick Reference Guide to assist with thestaffing of a Team on an investment in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View. -
This Portlet can be used to define User License Output information including the following:- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before. -
Learn the basics of creating Jaspersoft studio reports. This session will walk through basic features and introduce report development utilizing the basic report capabilities of Jaspersoft Studio such as Text Fields, Frames, Static Text, Breaks, Lines and Common Page Information Components, Grouping/Sorting, Status Indicators, Dynamic Images, Input Controls, and Basic Charting.
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Are you looking for some great examples of dashboards? We know you can’t get enough of them and neither can we! Come to this session to see a host of new reports that Rego has created! This session will review a host of pre-built dashboards in use today that can spark ideas for you to implement in your company. Learn about the Rego approach and method for how we prioritized which reports to create and how we gathered requirements from our Rego experts to target content you need! -
A Rego Base Training Course that reviews the Jaspersoft Ad Hoc Reporting features. Elements include an Overview, Accessing Advanced Reporting, Running a Report, Running an Ad Hoc Report, Saving and Accessing a Saved Report, Creating a Cross Tab View, Creating a Chart, Creating a Dashboard, and Scheduling a Report. -
Often, you would want to disallow users from making edits to stay on the same page after changing the data by clicking Save. By forcing the users to click Save and Return, they are forced out of the page. For the above-mentioned reason, the Clarity admin can add the code in the attached tech-trick document, and that will hide the Save button from being displayed. -
The Rego Group Rights portlet is a useful list view for functional administrators. It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
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