RegoXchange
  • The My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
  • The My Resource Vacation Details portlet returns the logged in users calendar at a glance by week or month for a selected time period.  It shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The My Resource Vacation Details portlet returns the logged in users calendar at a glance by week or month for a selected time period.  It shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The My Resource Vacation Details portlet returns the logged in users calendar at a glance by week or month for a selected time period.  It shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner.  The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range.
  • The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner.  The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range.
  • The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner.  The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range.
  • 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.
  • The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page.  This portlet uses the actual timeslices to retrieve data.  It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name.  The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment.
  • The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page.  This portlet uses the actual timeslices to retrieve data.  It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name.  The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment.
  • The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page.  This portlet uses the actual timeslices to retrieve data.  It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name.  The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment.
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.1 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.3 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • 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 16.1 views.  Doc reviews the Menu Bar and User Tool Bar.
  • 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 16.1.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • 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 16.0.2 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.
  • 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 16.0.3 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.
  • 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 16.1 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.
  • 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 16.1.2 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document reviews Checklists, Smartlists and To Do’s.
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