274 results
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A Quick Reference Guide to assist in entering financial transactions into Clarity’s Classic UX. The guide reviews the basics of transactions entry, create voucher header, entering the line item - details, and entering the line item - transaction. -
The Financial Summary by Cost Type - Grid is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Grid is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:- OBS
- Portfolio
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:
- OBS
- Portfolio
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The Financial Summary by Cost Type - Graph Stacked provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Graph Stacked provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals. -
The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals.
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The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. -
The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis. There is also a short list of items that should be completed periodically depending on client policies. -
The Cost Type field was introduced in CA PPM 13.3, but had some limitations because it wasn’t available in certain financial areas. The CA PPM 14.3 release includes the addition of Cost Type in the Cost/Rate Matrix, Chargebacks, Transactions and WIP Adjustments. This Technical Trick assists you in moving from Charge Code to Cost Type. -
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 -
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 -
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 -
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 16.0.3 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 16.0.3 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience. This doc references version 16.0.3 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction. -
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 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 creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan. -
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 16.0.3 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 management of project Financials in Clarity’s Modern User Experience. This doc references version 16.0.2 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 16.0.2 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience. This doc references version 16.0.2 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction. -
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 creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan.
