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 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 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 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 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 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 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 the creating and managing of Cost Plans in Clarity.  The document uses screen shots from the Classic UX using the Phoenix theme.