A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity. The document show this with screenshots from the Classic UX with the Phoenix theme.
A Quick Reference Guide to assist with the creating and managing of Cost Plans in Clarity. The document uses screen shots from the Classic UX using the Phoenix theme.
A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme.
A Quick Reference Guide to assist in the creation of Financial Plans for Ideas in Clarity’s Modern UX. In Modern UX you can only create Manual Financial Plans. Go to Classic if you want to create a Cost Plan from Investment Team a Budget Plan or Benefit Plan.
A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity. Includes information on adding financial and resource data into the new investment.
A Quick Reference Guide to assist in creating a Cost Plan in an Idea within Clarity. Shows the process in Clarity’s Classic UX with the Phoenix theme applied.
A Quick Reference Guide to assist with submitting a Cost Plan for Approval in Clarity. Reviews the process while utilizing Clarity’s Classic UX with the Phoenix theme applied.