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This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
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 16.2.1 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 with creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.2.1 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.
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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 16.2.1 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.
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Discount Tire shares their Project Prioritization Model. It’s based on the Analytic Hierarchy Process (AHP) created in the 1970’s. It breaks down decisions into a hierarchal structure and combines both objectivity and subjectivity into a standard numerical scale. -
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 16.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
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Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized PMO experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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** No Download - Do not Add to Cart ** Join Rego expert guide Dave Gubeno, Will Ross, and Chris Phillips for an engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics. Their discussion will also include: A description of the differences between metrics and key performance indicators An introduction to the Rego Adoption Metrics Framework lifecycle The presentation of pre-defined Rego Adoption Metrics for Projects and Resources An introduction to a set of Clarity portlets used to view the metrics http://info.regoconsulting.com/clarity-adoption-metrics-september-2020 -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience. Document reviews the three task views available: Timeline view, Board view and Grid view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab.
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