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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document reviews Checklists, Smartlists and To Do’s. -
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 16.0.3 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 Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
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An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
This grid portlet to show projects with finish or start date of project more than 20 years in future or past. The portlet automatically displays results when accessed. The user can apply filters to fetch the desired information. -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status. -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status.
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The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
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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