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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. -
In today's business world, there are many threats to our ability to remain focused and productive. In this session we'll borrow learnings from sources like the best-selling book "Atomic Habits," other renowned thought leaders, and even from the worlds of sports, yoga, and meditation. We will discuss and practice some tools and methods you can begin using right away to improve your productivity while maintaining your own wellbeing and balance. -
Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
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. -
The My Missing Time portlet displays all open time periods for which the logged in user (assuming they are open for time entry with a track mode of Clarity) has a timesheet that is not posted (accommodates for hire and termination dates). The portlet is used as a quick reference for users to view their missing time. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
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 utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
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. -
The process notifies resource who has been added to investment today and allocation is greater or equal to 100%. The process is on-demand and would require the user to have appropriate rights to run the process. Process should be scheduled as daily once job. -
When a team member is added to the Team tab of the project, this process will add Project - View Management and Resource – Hard Book instance access right to the team member’s profile. This allows the team member to add their own allocations. NOTE: The process is NOT auto-start, and hence, needs to be run manually from Home > Organizer > Processes > Available -
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.
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