This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience.

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.

You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.

Many times Roles are spread out geographically or by function and these Roles will have different rates.  For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department.  This allows greater flexibility and takes away the redundancy of Role Names.  You can do so with the Project Team Member Properties.