RegoXchange
  • 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 16.3 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 Financial Actuals and Reporting in Clarity’s Modern User Experience.  This doc references version 16.2.1 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 16.2.1 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 16.2.1 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.
  • Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
  • 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 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 .pdf file that has the slide by slide presentation at 2015 RegoU on the elements of Financial Processing in CA PPM.  The agenda covers a financial process overview, enabling time reporting, enabling financials, posting timesheets, transaction entries, posting to WIP, adjustments, importing financial actuals, and job scheduling.
  • Rego’s training materials on Clarity PPM Financials.  This slide deck in based on the classic version of Clarity v15.4.1.  Course materials start with an introduction, move to Cost Plans, Budget Plans and then finish with Reporting of Financial Data.  There is also an appendix of supporting information.
  • Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
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