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An engaging, informative session delivered to your organization by a Prosci change management expert. Your leaders, project managers, and others focused on project outcomes will learn how applying change management to projects can increase the likelihood of those projects succeeding. They will also learn about the processes, people and tools needed to align project management and change management. -
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile view. -
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile view. -
Calendar View report provides a view of Projects, Milestones or Tasks that has finish date within the user selected month. User has the flexibility to choose to Calendar view as Monthly or Weekly and also number of periods that needs to be displayed in the report. Report can be filtered to show only Projects or Milestones or Tasks with the checkboxes provided. It can also be further filtered using Project Manager and Project OBS parameters. -
This portlet shows the project costs by Month. The information displayed includes:- Start Date for project
- End Date for project
- Budgeted Cost
- Planned Cost
- Actual Hours
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The Project Storyboard report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Storyboard report shows key aspects of a project that is organized in separate frames. Each frame in the report displays project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals. This report can be used to analyze the project earned value and track work performance to account for cost and schedule variances. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing Plan in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
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 16.0.3 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.

