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A Quick Reference Guide to assist in the administrative process of populating a Rate Matrix in Clarity. A rate matrix is used during cost plan population and financial transaction processing to determine costs and rates. You can create cost and rate matrices for labor, materials, equipment, and expense resources. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.2 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document references the Tasks and To Do’s menu items and their associated widgets.
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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.3 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
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A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
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A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation.
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A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation.
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An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc.
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RegoU Presentation from February 2014. Reports and portlets are an excellent way to communicate information to Clarity users, but you have to make sure they render information quickly. Rapid system response is one of the keys to end-user engagement and adoption. Queries are often created to optimize function over speed. This can affect overall system performance and hurt the user experience. In this session, you will learn some query tricks that Rego developers have used over the years to create high-performing reports and portlets. The video Presentation can be found on YouTube at this location: http://www.youtube.com/watch?v=66Zc44acDhQ&list=PLXJ5ktuWV0jj4TI078BQj4dJFlj1Gsee0&feature=share&index=22 -
“Rego Health Check” is a UI Friendly, Clarity Studio created add-in that allows environment administrators to create configurations which can be executed on a recurring basis to ensure the environment is running optimally. It allows the Clarity admin to run an Infrastructure Health Check and Status Summary, Application Health Check, and Business-related Checks. This is a RegoLink product that is available for purchase. The download materials provide more information on this product. Contact your Rego Account Director for more information. -
This course will review the benefits of utilizing Rego’s Action Item Responder for a variety of tasks in Clarity. Email responses can be used in many cases to forgo logging into Clarity to carry out tasks. -
Learn how Rego has invested $4.5 million dollars over the past two year to develop innovative enhancements and tools to get the most out of your investment in Clarity. -
A presentation slide deck from Rego University 2022. A course outline document reviewing the innovative offerings from Rego. This course reviewed RegoXchange, Action Item Responder, Excel Data Manager, and innovations around Office 365. -
This deck provides an overview of the current and upcoming Rego Innovations. -
A presentation slide deck from RegoU 2023. This course covered the work that Rego has done over the past year as well as upcoming innovations to enhance Clarity. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly. Other fields can be added with a short Rego Consulting engagement. Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only. Install files will be utilized by Rego staff. -
Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
A process that removes all the group assignments for inactive users after execution of process. The following are removed for all inactive users:- Group assignments
- Instance rights
- Global rights
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A process that removes all the group assignments for inactive users after execution of process. The following are removed for all inactive users:
- Group assignments
- Instance rights
- Global rights
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This can be used to remove all participants and their corresponding security permissions. NOTE: The ability to remove the right is with the admin only. -
This can be used to remove all participants and their corresponding security permissions. NOTE: The ability to remove the right is with the admin only.
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This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only. -
This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
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This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
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This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only -
This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
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This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
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A presentation slide deck from Rego University 2022. This course covered best practices for reporting data from Clarity.- Reporting Strategy Introduction
- Clarity Reporting Options
- Integrated BI Tools
- Best Practices
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Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a reporting strategy for your organization.
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