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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. -
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. -
A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX. Reviews the access of project details from the Project Grid or Tile views, creation of a cost and budget plan, and edits to those plans. -
A presentation slide deck from Rego University 2022. This course in the Apptio track was about analyzing cost drivers to understand why cost could be changing.- Questions we’re looking to answer
- Scenarios
- Tools
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A presentation slide deck from Rego University 2022. This course was about understanding TBM and positioning its value with your organization. • What is TBM • TBM Value • A TBM “Transformation” • TBM Value in Practice -
A presentation slide deck from Rego University 2022. A class about the goal of TCO and what it takes to achieve it.- TCO Benefits
- Best Practices
- Deployment Tips
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A presentation slide deck from Rego University 2022. A course to improve your use of TBM Studio.- References
- Managing builds
- Viewing your model and tracing data
- Using documentation options within TBM Studio
- Project Explorer Tricks
- Table Tricks
- Metric Tricks
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A presentation slide deck from Rego University 2022. This course was a review of the power of perception and how to improve on the adoption of Apptio.- The Perception of Apptio
- The Perception of Adoption
- Driving Adoption
- Measuring Success
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A presentation slide deck from Rego University 2022. This course taught an Agile approach to managing finances.- IT Planning Essentials
- Common Practices & Challenges
- Leading IT Planning Approaches
- Continuous Planning vs Annual Planning
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A presentation slide deck from Rego University 2022. A class on building a defensible cost model.- Characteristics of a defensible model
- Steps to build an accurate TBM model
- Allocation best practices
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A presentation slide deck from Rego University 2022. This class reviewed the importance of an application health check, optimization and tuning.- Checking Apptio Version
- Tools Overview
- Configuration Tips
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A presentation slide deck from Rego University 2022. This course reviewed the value of a strategic roadmap for TBM.- Defining the Value of a Strategic Roadmap
- Roadmapping Methodology
- Best Practices
- TBM Roadmap Examples
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A presentation slide deck from Rego University 2022. This course reviews the new release features in ApptioOne.- Where to find new releases
- Apptio BI
- ApptioOne
- Editable Tables
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A presentation slide deck from Rego University 2022. An outline of topics used for a Apptio Round-Table discussion. -
A presentation slide deck from Rego University 2022. This class reviewed Apptio reporting options, tips & tricks, etc.- Introduction
- Reporting Options for Apptio
- Reporting Tips & Tricks
- Reporting best practices
- Custom Report Showcase
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A presentation slide deck from Rego University 2022. This deck reviews Apptio’s self-service reporting tool. This tool is geared towards end users and empowers them to create and share their own reports.
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