274 results
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This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience. The document covers transaction entry basics, creating a voucher header, entering line-item details, and entering line detail transactions. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience. The document covers running jobs to sync data, analyzing cost plans, reviewing transactions, and analyzing cost and budget plans. -
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 training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. The document reviews the process to create a benefit plan and then add it to a cost plan. -
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 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 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. -
A Quick Reference Guide to assist with the creating and managing of Cost Plans in Clarity. The document uses screen shots from the Classic UX using the Phoenix theme. -
A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX. Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan. -
A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX. The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices.
