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This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method. -
A presentation slide deck from Rego University 2022. This document outlines the advantages of using the Rego Data Processor and Data Extractors for integrations with other software tools. • Introduction • Understanding Clarity and its Architecture • Why use Integrations • Wheel and Spoke • Outbound Integrations • Inbound Integrations • Rego’s Approach • Rego’s Data Processor • Rego’s Data Extractor • Recommendations -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment. -
What if you could see tomorrow’s challenges and opportunities before they happen? Join us for an exclusive demo of new Predictive Analytics features for Clarity. You'll discover how predictive insights can deliver early warnings, risk signals, and actionable recommendations—empowering you to move from reactive firefighting to proactive decision-making. -
Want to boost Clarity adoption and data quality, all while having fun and keeping users engaged? Learn how gamification can benefit your organization in this exclusive demo. Check out features that reward users for desired behaviors, enable personalization, and offer fun ways to track project health through the animated world of Planimals. -
To help you stay ahead of the curve, we've asked our 250+ expert guides to share the key trends they've seen firsthand while working with our clients. The result? We are equipped to prepare you for what’s coming next. In this class, Rego’s senior strategists will reveal the top trending PPM / SPM themes and share practical insights to help your organization thrive. Learn what’s shaping the future of PPM / SPM and discover actionable strategies you can utilize right away.

