RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.
  • 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 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 the utilization of the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.1 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 the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.
  • This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.
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