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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 16.1.2 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. -
Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include: • Change Requests • Program Costs Trend • Program Costs • Program Drill Thru • Program Effort • Program Gantt • Program Issues • Program Milestones • Program Risks • Program Staff • Program Status Reports • Program Summary • Program Tasks Demo Video - https://www.youtube.com/watch?v=6VceDIFjp-g&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=5 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
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. -
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.
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Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation. -
A review of how AbbVie is driving greater visibility into projects at the Executive level and is eliminating/reducing duplicative work across the Business Technology Solutions organization by simplifying the overall PPM landscape. This has been accomplished through implementation of consistent processes supported by Clarity as well as through system integrations with legacy systems like SAP, Fieldglass, and other Project Scheduling tools. -
Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity. -
Project by Stage is a bar chart that displays count of projects by out of box Stage attribute. Stage attribute values are plotted on Y axis. Label on the bar chart slice displays the count of projects associated with that respective Stage value. User can further drill down the information to investment level by clicking on particular bar slice. You can further narrow your search by OBS Type & Path, Investment Manager. -
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 on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
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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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