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This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials. -
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. -
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 -
The Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes. -
Discover Rego's integration tools that are specifically built to help develop and standardize the integration process. Learn about Rego's Data Extractor - a highly configurable and efficient tool to extract Clarity data into flat files. And also Rego's Data Processor - a highly configurable tool that abstracts the most common development tasks for an inbound integration. We'll review both tools and discuss integration best practices. -
This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings. -
This round table discussion will focus on Clarity configurations using Studio. A well-configured Clarity environment will minimize performance bottlenecks, ease development, and increase end user adoption. Join us to discuss best practices around object structure, naming conventions, audit trail settings, and more. -
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. -
Prosci presents an AI Adoption Workshop with a focus on getting a ROI on your investment in AI.
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