RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing the various project views in Clarity’s Modern User Experience.  Reviews the Tile, Grid and Board views for projects.
  • 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.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of URL links and use of the conversation functionality in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience.  Document reviews the Task List Tab, and the Task Tab Sub Tabs.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.  Document reviews the three task views available: Timeline view, Board view and Grid view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience.  Documents starts with accessing the project via the Tile module.  Then shows how to update properties in the Details page and in the Project List.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience.  The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience.  The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.  The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information.
  • This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience.  The document reviews accessing and fulfilling requests.
  • 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 management of Custom Investments in Clarity’s Modern User Experience.  The document reviews navigation to a custom investment and then the various tabs related to the management of the investment.
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience.  Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement.   Blueprints can be leveraged to customize the agreements as required.
  • 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • 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 16.0.2 views. Document reviews Checklists, Smartlists and To Do’s.
  • 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 16.0.2 views.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
  • 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 16.0.2 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.
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