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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. -
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 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. -
“Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps. -
“Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps. -
A presentation slide deck from Rego University 2022. Document reviews the 7 trends that Rego is seeing in the PPM space.- Trend 1: Going Beyond Strategic Alignment
- Trend 2: Pivoting Quickly
- Trend 3: Value Scrutiny for PPM
- Trend 4: Hybrid Financial Management
- Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
- Trend 6: Balanced Ecosystem of Tools
- Trend 7: Collaboration
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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. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
Manage default views for new users based on security groups or publish a view to all users in a specified security group. For more details, please refer to the detailed documentation.
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A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX. Reviews the process of applying security to specific fields for specific groups. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience.
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