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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience. The document reviews submission of a cost plan for approval, approving or rejecting submitted budgets and Budget Plan facts. -
This asset in used to update investment level TSV attributes using Cost Plan, Budget plan, Actual transaction, Planned and Budgeted Benefit Cost data as needed. It uses mappings/logic from ‘Cost Rollup Mappings’ object. Compatibility – Its compatible from 16.0 onwards with Oracle, PostgreSQL and MSSQL. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan. -
Project Budget vs Planned vs Actual by Month report provides the Project Managers a single place to view Project Budget, Planned and Actual Cost for multiple projects. This report displays Project Budget vs Planned vs Actual by Month in the form of clustered bar chart over a period of time. User can further drill down the information to investment level by selecting a particular bar within the chart. User can further narrow their search by OBS Type & Path, Project(s), Project Manager, Month Start and End Date. -
Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a bar chart. It also displays Total budget cost and Planned cost. User can further drill down the details to investment level. You can further narrow your search by OBS Type & Path and Investment Manager. -
Project Status and Costs report gives the Project Manager a single place to view various Project Statuses ( Cost and Effort, Schedule, Scope and Overall ) and Costs ( Planned, Budget & Actuals ) for multiple projects. User can further narrow their search by OBS Type & Path, Project Name, Project Manager and Is Project Active?. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record.
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The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display
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