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This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.0.3 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
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 16.0.2 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 Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes instructions on how to create cost plans, budget plans and benefit plans. -
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.2 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document reviews Checklists, Smartlists and To Do’s. -
This tech-trick defines how a URL attribute can be changed to an image in a list view via CSS. -
This document provides an overview of how hierarchical portlets can be exported to MS Excel. The code of a sample hierarchical portlet is explained. The included sample portlet shows a list of projects and the tasks under each project along with actual and assignment hours. The portlet can also be filtered by project and project manager. -
The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date). -
Are you struggling with implementing Agile tools in your organization in addition to CA PPM? This class will review best practices for implementing agile tools in conjunction with CA PPM - living in a Bi-Modal world. We will discuss how CA PPM can be used to govern both types of work and teams and how Agile tools should interface into CA PPM.
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