This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.

This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale.

This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.

This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Links and Conversations functionality in Clarity’s Modern User Experience.  This doc references version 16.3 views.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers creating and management of these project tools.

This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document references the Tasks and To Do’s menu items and their associated widgets.

Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled