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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 16.0.3 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 tiles view. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials. -
This video describes how to create and work with task dependencies within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video describes the process of transferring assignments from one resource to another resource of the same type (e.g., labor to labor, equipment to equipment) using the Transfer Assignments Wizard in OWB. The video is available in both .m4v and .wmv formats. -
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. -
Project Variances is a grid chart that provides project managers a single place to view baseline variance at task level for various projects. This report helps managers analyze how projects are progressing against their baselines and helps them in taking correcting measures if required. You can further narrow your search by OBS Type, OBS Path, Project ID, Task Finish Date, Task Total EAC to Baseline Hours variance, Task Total EAC to Baseline Hours variance%, Task Total Baseline Hours, Task Total EAC Hours and Is Project Active? -
This portlet shows the project costs by Month. The information displayed includes:- Start Date for project
- End Date for project
- Budgeted Cost
- Planned Cost
- Actual Hours
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Monthly Actuals - Admin is a standard calendar view of actuals posted by a user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are also greyed out. -
Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach. -
Many organizations are moving from a waterfall development approach toward agile methodologies and frameworks. This transformation impacts the financial structure of IT and can create changes in the way the TBM model needs to be built. In this session we will give a high-level overview of what an Agile Business Operating Model is and the potential impacts it could have so you can understand how to integrate this into your TBM practice. -
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.
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