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Course Description: Struggling to figure out how to best organize your blueprints? This class will walk through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas. We’ll highlight some of the creative ways we’ve seen blueprints used in client implementations. -
A Quick Reference Guide to assist with submitting a Cost Plan for Approval in Clarity. Reviews the process while utilizing Clarity’s Classic UX with the Phoenix theme applied. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX. -
This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience. -
A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX. Updating Allocation is also covered. -
Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc.
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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 16.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
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