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This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.0.3 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
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 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 with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority. -
This grid portlet to show projects with finish or start date of project more than 20 years in future or past. The portlet automatically displays results when accessed. The user can apply filters to fetch the desired information. -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals. -
This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type. -
Projects by Status Indicator is a pie chart that displays count of projects by out of box Status Indicator attribute. Legend displays the colors associated with various Status Indicator values. Mouse over the pie chart slice displays the count of projects associated with that respective Status Indicator value. You can further narrow your search by OBS Path, Project Manager and Is Project Active?. -
This Project Variances portlet provides a project manager a consolidated view of all of their active projects and open project tasks and shows them the baseline variance for the task EAC’s and the task start and finish dates. This gives the project manager a single place to view and manage how their projects are progressing against their baselines. The PM can easily detect when projects are running behind and pinpoint which tasks are causing the variance in the schedule. -
The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
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