790 results
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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 16.1.2 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc reviews the Menu Bar and User Tool Bar. -
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 16.2.1 views. Document references the Tasks and To Do’s menu items and their associated widgets.
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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.
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This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc reviews setting Ideas as Approved and converting Ideas to projects.
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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 Project creations in Clarity’s Modern User Experience. This doc references version 16.2.1 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 creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 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 the use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.2.1 views.
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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.
