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This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience. This doc references version 16.1.2 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas. -
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. -
Digital transformation is hard, only 15% of businesses succeed. This course looks at the five biggest customer issues hurting the digital transformation, with a discussion around possible solutions. -
The CA Clarity Hidden Page WSDL document provides an overview of how to access the system documentation page for you CA Clarity application from the web. -
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. -
This Tech Trick covers instructions for modifying the default colors of a Chart in Jaspersoft Studio Reports using a dynamic expression. It includes step-by-step instructions for an example bar chart color change. -
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. -
The Communications Portlet - Simple portlet provides a simple mechanism to communicate with Clarity users. The content of the porlet can be edited easily through the Portlet administration screens within Clarity. This is a very beneficial method of delivering messages to your Clarity users all at the same time. -
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 creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.0.3 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.
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