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Clarity's Modern Experience has been a game changer for end-users, but did you know there are some fantastic capabilities for admins? Come to this session to learn about how to set up the modern experience, the module capabilities, blueprints, fields/attributes, and how to personalize your experience. -
This tech trick demonstrates how to use Microsoft Excel to map data to XOG files by using the Developer tab in Excel 2010+. Using a standard XML XOG file as provided by CA the guide and walkthrough video shows off the power of Excel and the ease in which object instance values can be directly inserted into or updated in Clarity. -
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience. Covers Accessing the New UX, Update Settings, and Configuring the Grid View. -
The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource. You first choose the resource who currently has the action item(s) sitting in their queue. Next, you choose the resource you want to reassign the action item(s) to. Finally, you select one to many action items you want to re-associate before running the process. After all the fields are set, the process can be run which will re-associate the action items from one resource to the other. -
The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors. -
A Quick Reference Guide to assist in the creation of Action Items in Clarity’s Modern User Experience. The Action Items tile in Administration serves as a way to create Action Items in MUX without having to use Classic and create processes. Administrators can use the Action Items to create, update, and delete Action Items that can be triggered through Business Rules.
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Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class, we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people. -
Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format.
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This training document is a Rego Consulting Quick Reference Guide to assist with Allocations Timeline in Clarity’s Modern User Experience. This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline.
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