-
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 16.1.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
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. -
A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
-
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews setting Ideas as Approved and converting Ideas to projects. -
This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience. The document reviews Ideas Cost Plans and Idea Budget Plans. -
A Quick Reference Guide to assist in the creation of Financial Plans for Ideas in Clarity’s Modern UX. In Modern UX you can only create Manual Financial Plans. Go to Classic if you want to create a Cost Plan from Investment Team a Budget Plan or Benefit Plan. -
Do you want to understand Clarity's best practices for configuration and functionality in demand management? In this class, you will learn about the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your demand management processes. -
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. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
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 16.2.1 views. Document includes instructions on how to create cost plans, budget plans and benefit plans. -
This portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications. The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired. Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals. -
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.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy