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  • Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date,  Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name,  Task Status,  Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and  Is Template?. User can use exact dates or relative dates for  Task Start Date and  Task Finish Date filter parameters.
  • Launch a Team chat with your users directly from the Clarity PPM tool. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync MS Team Launching Chat URL and will be scheduled to run for various frequency. When the process kick in it will be setting the Team link into the custom URL attribute of the Resource, which can be used to Launch Team chat from the tool. Sync Process come with two parameters for the Support team, which they can use as per there environment configurations. These two Gel parameters for quick configuration are:
    •  launchMSTeamField: parameter for the Custom Resource Field to store Launch URL
    •   emailAddressField: parameter for field to pick mail address in SRM_RESOURCES table
  • Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.
  • Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM.
  • 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.
  • London Stock Exchange shares their Clarity journey (since 2008) and where they want to take the tool next. Current goals are: • Moving toward standardized ways of working. Focused on connecting our ecosystem of tools with Clarity as a focal point for Portfolio Management and SPM. • With an end goal of Faster Time to Market, on a journey to be a Customer Lead organization.
  • A Quick Reference Guide to assist in managing a Custom Investment in Clarity’s Modern UX.  Reviews accessing the Custom Investment Link and navigating the tabs.
  • 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.
  • 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.
  • A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties.
  • A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt.
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