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 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.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid.

This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience.  This doc references version 16.3 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time 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 16.2.1 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 the creation of Risks, Issues and Changes in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers creating and management of these project tools.

The All Transactions portlets have the capability to display any transaction within the system. Transactions from any type of investment can be viewed on this page. There are two version of this process:

• All Transactions (with security) – this will display rows only where the logged in resource has access to cost plans for projects or ideas. The portlet will check instance, OBS and global rights.
• All Transactions (without security) – will display all rows, regardless of cost plan access rights.

By default, there are numerous filter options displayed, such as transaction dates, transaction class and cost type. The table below describes the available columns in the portlet.

Column Label	Description
ID	An unique identifier for each row displayed in the portlet.
Transaction Date	The data the transaction has been coded to.
Time Period Start	For transactions arising from timesheet entries, this will show the start period of the timesheet.
Time Period Finish	For transactions arising from timesheet entries, this will show the finish period of the timesheet.
Project Code	The ID of the investment.
Project Name	The name of the investment.
Task ID	The ID of the investment task where the actual cost has been assigned.
Task Name	The name of the investment task where the actual cost has been assigned.
Cost Center Credit	The department assigned to the resource where a cost needs to be credited.
Project Manager	The resource managing the investment.
Resource ID	The ID for the resource that has been assigned the cost.
Rate (Standard)	The rate for the cost.
Invoice Number	The invoice number. May come from a manual transaction or may be imported from a financial system integration.
PO #	The purchase order number. May come from a manual transaction or may be imported from a financial system integration.
Vendor Code	The vendor code that has been listed against the transaction.
Cost Centre Charge To	The department assigned to the resource where a cost needs to be charged.
Cost Type	Indicates whether the transaction is capital or operating.
Charge Code	The charge code assigned to the transaction as per the Clarity Charge Code list.
Transaction Type	Labour, Expense, Equipment or Material.
Transaction Class	The transaction class assigned to the transaction as per the Clarity transaction class list.
Transaction Amount	Rate x Quantity.
Quantity	The number of units.
Notes	Free text field for the transaction.

Many organizations want to transition to a more product-centric delivery model but struggle with how to get started. This session discusses key success factors of Broadcom’s own project-to-product transition with an aim to resolve issues facing your organization.

Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting.

This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX.

This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience.  Documents starts with accessing the project via the Tile module.  Then shows how to update properties in the Details page and in the Project List.

A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt.  The screen shots utilize the Classic UX with the Phoenix theme.

A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX.  It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations.

Does project and idea estimation take too long and lack visibility? This class will address one of the most common pain points within organizations: how to involve the right people within a timely project estimate. Learn Rego’s model for defining, calculating, and modifying idea and project estimates, so you can increase throughput and ROI.

A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM.