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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. -
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 Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc reviews setting Ideas as Approved and converting Ideas to projects. -
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. -
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 16.0.2 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 Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc reviews setting Ideas as Approved and converting Ideas to projects. -
The Clarity Health portlet provides a quick glance into the health of key components and critical jobs in the Clarity environment. The following metrics are monitored: Process Engine Heartbeat should refresh itself every 10 minutes. Process Engine is responsible for the triggering of processes. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Time Slices Time Slices are required for accurate reporting. Best practice is for the Time Slicing job to run every minute. Please note there are some jobs that will cause the time slicing to delay so a momentary delay is normal. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Datamart Extraction Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Datamart Rollup Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Full Best practice is to run a full rate matrix nightly Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Full Load Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse Access Rights Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours -
This Tech Trick allows the ability to link anywhere within the larity environment from a custom portlet link, even if it is not a standard OOTB link option. For example, you could link to a Departments page or directly to a timesheet even though these are not standard OOTB links to choose from when creating custom portlets. This trick works in Clarity versions 12, 13 , 14 and 15 for both SQL and Oracle environments. -
In many instances, having excess information stored within the database can cause poor performance or slowness when retrieving data. Administrators are always seeking out ways to clean and remove unused information. This technical trick on role removal provides the steps necessary to remove roles that would otherwise be unused and eliminating unwanted information. The Role Removal Technical Trick provides the information for the creation of the following tables and columns which are necessary to perform the role removal:- Role – mapping table
- Tables / Columns that need to be updated with Resource ID fields
- Tables / Columns that need to be updated with Role Code fields
- Tables that will need to be deleted
- PRTEAM table should be checked
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RegoU Presentation from February 2014. Creating a security model that is overly complex and difficult to modify and maintain is easy to do when trying to implement tight security within Clarity. In this session, you will learn some key concepts when designing and implementing security. Additionally, Rego’s team of experts will share tips and tricks for automating security, as well as ways to monitor the Clarity rights that individuals have. The video Presentation can be found on YouTube at this location: https://www.youtube.com/watch?v=dH_UH7rySZM&feature=youtu.be -
A .pdf file that has the slide by slide presentation at 2015 RegoU on enhancing CA PPM performance with a review of root causes and quick solutions.
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