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The Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture. -
The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource. You first choose the resource who currently has the action item(s) sitting in their queue. Next, you choose the resource you want to reassign the action item(s) to. Finally, you select one to many action items you want to re-associate before running the process. After all the fields are set, the process can be run which will re-associate the action items from one resource to the other. -
The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed. -
The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
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Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session. -
Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons. -
Do you need to increase user adoption? Participate in this interactive discussion on the best practices for energizing your user base and increasing Clarity value perception. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
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 16.1 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. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
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A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance.- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
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