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This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled. -
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 16.1.2 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 creation and use of Widgets in Clarity’s Modern User Experience. It covers the 5 types: Number Tile, Pie, Bar, Progress Ring, and Target. This doc references version 16.1.2 views. -
You can now directly query your CA PPM SaaS database without the need for VPN. Utilize the open source SQL client SQuirreL to write read-only queries (up to 1000 rows) against the database. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed. -
The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again. -
The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing. -
A Quick Reference Guide to assist in the use of the Objectives Grid view. The Objective grid provides the ability to create new Objectives, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of an Objective. -
A Quick Reference Guide to assist in the process of associating an OBS with User Access in Clarity’s Modern User Experience. An Organizational Breakdown Structure (OBS) can be used for user access control. Perform these steps if the OBS is required for managing access rights for objects such as resources and investments. Note: the following steps apply to non-financial OBSs and the OBS must exist in the system.
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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.
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