-
Do you have enough experience with the data model to be dangerous - maybe just the basic project and resource tables? This class will take you to the next level in understanding the Clarity data model and provide training on how to write NSQL queries within Clarity for use in your portlets and reports. -
When configuring the Timesheet Options, the browse window for selecting a lookup on the User Value 1 field only shows a choice of one lookup definition and that is the definition for the stock 'Time Entry User Value 1' Static Lookup. We want to develop our own user-defined dynamic query lookup for use on this field. How can we get this to work properly? Are there any special requirements or configuration considerations that should be reviewed in understanding this functionality for using a custom Time Entry User Value 1 dynamic query lookup? The use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field. It is recommended that you use the stock, 'Time Entry User Value 1' Static Lookup if possible. -
Styles can be applied to reports in two ways. The first is to select the item and apply a style directly to it. The other is to apply a style to an entire report. When an item has had a style directly applied to it the application of a style to the entire report will not change the styles with manual styles applied. The manual styles override the entire report style application. This trick shows you how to find and remove manual styles. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.

