RegoXchange
  • 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.
  • A Quick Reference Guide that provides an overview of the Common Grid components in Clarity PPM’s Modern UX.   Looks at functionality of the Common Grid view, View Options, Adjusting Columns, Details Panel, and Group by Mode.
  • Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized project manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences.
  • 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 16.2.1 views. Document reviews Checklists, Smartlists and To Do’s.
  • 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 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s.
  • 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 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.
  • The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data.  The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse:  Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability.  The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to 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 16.1.2 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 the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • 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.
  • A Quick Reference Card to assist in the building of Power Filters in CA PPM.  A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page.
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