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 Card to assist in adding resources and roles to Ideas in the Classic UX.  Updating Allocation is also covered.

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

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.

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 16.1 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 the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

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 16.1.2 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 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 with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.0.3 views.  Doc reviews the Menu Bar and User Tool Bar.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.