-
A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX. Reviews the access of project details from the Project Grid or Tile views, creation of a cost and budget plan, and edits to those plans. -
The Custom Attributes in System portlet displays all of the custom attributes present in the system and the lookup (if applicable) associated with each. This portlet is useful finding a custom attribute on an object, auditing, or for documentation purposes. The user may narrow the results by object, data type, and last updated date. -
Many times Roles are spread out geographically or by function and these Roles will have different rates. For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department. This allows greater flexibility and takes away the redundancy of Role Names. You can do so with the Project Team Member Properties. -
Allocation Compliance Column Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Stacked Column chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Start Date range. -
Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. This report provides graphical representation (bar chart) of pending actual hours by business unit. User can further drill down the details by clicking on particular business unit Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
The Resource Rights portlet displays information for all global, OBS, and instance-based rights that are present in the system. This portlet can easily determine who has certain rights and what is causing them to retain a certain license status (creator, studio developer, etc). -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
XOG & Query Bridge (XQ) is a 2-in-1 Clarity PPM toolset that provides enhanced functionality and an improved user experience when retrieving and inserting data to/from Clarity PPM environments. XQ is available as a Web-based application and also as a downloadable desktop version that supports both On-premise and On-demand Clarity PPM implementations. https://xogbridge.com/ -
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience. -
This training document is a Rego Consulting Quick Reference Guide to assist Admins with Timesheet settings.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy