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The Financial Budget vs. Forecast by Period Detail report provides a detailed breakdown of planned or budgeted costs compared to forecasted costs by investment. It displays variances for each period and in total. Users can filter or drill down to view the specific investments that contribute to selected financial plan groupings. -
The Financial Budget vs. Forecast by Period report provides insight into financial performance by comparing planned or budgeted costs against forecasted costs across defined time periods. It highlights period-level and total variances to help identify trends and deviations. Results can be grouped by up to two financial attributes, such as Charge Code, Cost Type, Department, Input Type, Location, Resource, Resource Class, Role, Transaction Class, or User Values 1 and 2, allowing flexible analysis by key dimensions. -
This course will focus on the financial setup and processing in Clarity. We'll discuss topics such as financial entities, fiscal periods, financial attributes, and how they all tie back to a labor rate matrix. These components are crucial for calculating labor costs within Clarity and enabling project managers to make financially sound decisions. -
Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment. -
Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle. -
Annual planning shouldn’t be an Excel nightmare—or disconnected from strategy. In this session, see how one organization used Strategic Portfolio Management (SPM) with Clarity to transform their budgeting process from reactive to strategic. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Do you want to talk to other customers that are using - or plan to use - Clarity's financial management capabilities? In this moderated Round Table, attendees can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups to discuss customer selected topics. 100% sharing, 100% learning. -
Do you want to understand Clarity's configuration and functionality for financial management? In this class, you will learn about the OOTB objects, views, and functions of financial plans, rates, and other related areas. -
Does your organization own Apptio, or are you looking into purchasing it? In this session, we will dive into what Apptio is and how it can complement your current Clarity solution. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience. This doc references version 16.3 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid. -
This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience. This doc references version 16.3 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans.
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