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This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
What should I expect to see within my organization related to PPM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. -
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 the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap. -
This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed. -
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tiles view. -
A Quick Reference Guide to assist in the use of the Portfolio Reporting in Clarity’s Classic UX. Reviews the Scorecard in the Portfolio menu, portlet available, and exporting data as reports. -
Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to:- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
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Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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