This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience.

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 16.2.1 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.

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 General Navigation in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews the Menu Bar and User Tool Bar.

All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource:  Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid:  Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource.

Late Risk report provides the Project Managers a single place to view all the Open Risks that are past their target resolution date.  This report provides information such as Risk Count, Risks by OBS Level 2, Priority, Status and Year in Stacked Column Chart. In addition, this report has also Table view of Risk information such as Investment Name, Risk Name, Investment Manager, Risk ID, Owner, Target Resolution Date, Status, Priority and Days Open.  User can further narrow their search by OBS Type & Path and Target Resolution Date.

This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience.  The document reviews this both in the Project Page and in the Project Tiles locations.

A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt.  Reviews how to open the Project Scheduler and use of the Gantt View.

Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned.  We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.

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 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets.

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.

This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.