RegoXchange
  • A Quick Reference Guide to assist in Staffing an Idea Team in Clarity.  The document uses the Classic UX with the Phoenix theme.
  • A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity.  The document uses screen shots from the Classic UX with the Phoenix theme.
  • A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme.  Reviews accessing the project and assigning the team.
  • A Quick Reference Guide to assist in replacing roles with named resources in Clarity’s Classic UI utilizing the Phoenix Theme UI.  Reviews access the unfilled roles tab, using the resource finder, replacing the role, and using the booking confirmation portlet.
  • 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.
  • A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX.
  • A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX.  Updating Allocation is also covered.
  • The Resource Management training document provides an in-depth guide to resource management. This presentation is designed to provide resource managers with an overview to managing time, inputting users and roles, adjust allocations, availability and more within Clarity’s resource management module. This guide provides step-by-step instructions as well as detailed screenshots to ensure that the learning curve for your resource managers is minimal.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
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