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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 16.1.2 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. -
The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience. The document reviews creating a Custom Investment Type and creating a Custom Investment Record. -
This training document is a Rego Consulting Quick Reference Guide to assist with managing Task Assignments in Clarity’s Modern User Experience. The document covers creating new assignments and updating ETC. -
A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity. Includes information on adding financial and resource data into the new investment. -
A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM. -
A Quick Reference Card to assist in the creation of Program Milestones in CA PPM. This can be done from the Tasks Tab or from the CA PPM Gantt. -
Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly. Other fields can be added with a short Rego Consulting engagement. Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only. Install files will be utilized by Rego staff. -
Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
Course Description: Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics. -
Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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