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.

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 16.0.3 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 Grid View within Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.0.2 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 creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View.  Instructions are also provided on how to synchronize a Roadmap.