RegoXchange
  • All Tasks report provides project managers a single place to view KPIs related to Tasks.  All the KPIs are depicted in various visualizations. Pending Actuals:  Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old:  Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager.
  • Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year
  • A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties.
  • A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project.  You have the option to remove or add fields to the Task List.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the My Tasks View in Clarity’s Modern User Experience.  Guide shows how Tasks are access by use of the Task icon in the menu.
  • Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date.  This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not.
  • A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.
  • A Quick Reference Guide that covers task assignments in Clarity’s Modern UX.  The guide reviews the Assignment Tab and updating ETC via two options.
  • 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 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • 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.
  • 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.
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