A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX.  Used for Rego’s training engagements, it covers the Time Entry process via flow chart, steps for submitting a timesheet, adjusting a returned timesheet, and adding or removing tasks from a timesheet.

A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties.

The Financial Summary by Transaction Class provides a visual graph for each year’s financial picture for multiple years. Report contains the following items: KPIs: Displays total benefit, capital, expense and net cash flow for the selected filter criteria Grid: Displays year wise break up of benefit, capital, expense and net cash flow for the selected filter criteria Graph: Benefit, capital, expense and net cash flow are depicted in graphical way for multiple years. This report will show the user where they need to concentrate their efforts in order to meet financial commitments. User can further narrow their search by OBS Type & Path.

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.  Document covers both the creation and management of these items.

Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?.

You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.

Many times Roles are spread out geographically or by function and these Roles will have different rates.  For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.  This allows greater flexibility and takes away the redundancy of Role Names.  You can do so with the Project Team Member Properties.

This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity.  It illustrates accessing the To Do list from the Menu and then the functionality of the To Do page.