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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 use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.3 views. -
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. This doc references version 16.3 views. Doc covers creating and management of these project tools.
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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 16.3 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.
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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 16.3 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled -
To effectively practice Agile at scale, Clarity teams first need to identify various needs. This includes thinking through considerations for funding, investment prioritization, and spend management practices. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
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. -
Very seldom will an organization only deliver using Agile. Some work lends itself better in using Waterfall. The need for a dual operating model will drive the need for a deliberate tooling architecture that will usually include a PPM and an Agile tool. -
Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity. -
Most leaders in this current climate understand the need for more agility, but don't always understand the changes necessary for this. New ways of working require a new mindset and new behaviors. In this session you'll learn about some of the critical mindset and behavioral shifts that are important for leaders as well as what types of conversations need to take place with various stakeholders to put your teams on the path to effective agility.
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