-
A Quick Reference Guide that reviews access to Project Tasks and Task To Dos in Clarity PPM’s Modern UX. -
Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
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. -
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. -
The Percent Time by Type and Timescale - Graph portlet shows a breakout of time by timescale for resources the logged in user has view rights to. This portlet gives the Clarity user the ability to show the amount of hours spent on each project type by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
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. -
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.
-
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.
-
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. -
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 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.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy