This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid.

This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.

Gaining adoption with Clarity can sometimes feel daunting. However, there are some great best practices and lessons that have been learned that drive successful and easy adoption! Come to this session and learn from your peers about better and easier adoption practices. This roundtable will be moderated and give you some great ideas to take home! We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing.

This tip with show you the html needed to add a JasperSoft report to a CA PPM HTML portlet.