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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 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. -
Traditional project management isn’t dead, but it is heavily influenced by Agile teams and thinking. This course looks at ways you can help bring together disparate delivery units across the enterprise. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab. -
** No Download - Do not Add to Cart ** Join Rego expert guide Dave Gubeno, Will Ross, and Chris Phillips for an engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics. Their discussion will also include: A description of the differences between metrics and key performance indicators An introduction to the Rego Adoption Metrics Framework lifecycle The presentation of pre-defined Rego Adoption Metrics for Projects and Resources An introduction to a set of Clarity portlets used to view the metrics http://info.regoconsulting.com/clarity-adoption-metrics-september-2020 -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time. -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
A presentation slide deck from RegoU 2024. This course focused on an itDesign product that adds-on to Clarity for Resource Management enhancement. -
This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality. -
The portlet displays posted time by project for the logged in user based on time period and date range. This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to. The actuals are displayed per month in the form of TSVs. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan. The document reviews accessing the Staffing Page, viewing Resource Allocations, adding Allocations, and the Staff Tab Legend.
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