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This document provides an overview of how hierarchical portlets can be exported to MS Excel. The code of a sample hierarchical portlet is explained. The included sample portlet shows a list of projects and the tasks under each project along with actual and assignment hours. The portlet can also be filtered by project and project manager. -
The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side. -
The Multi-Value Filter in Query-Based technical trick document provides an overview of how to create a multi-value lookup in a portlet filter, where the field is a parameter within the query. If the query imbeds the parameter normally, the portlet will only be able to have a single selection of that parameter. This technical solution will enable you to make these parameters multi-selects. -
Course Description: Have you ever wanted to build portlets that were not limited by Clarity PPM's out-of-the-box portlet types? This class will explore some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets. -
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.

