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    QRG – Staffing Plan – Clarity – Modern UX 16.0.2

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    This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing Plan in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page.
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  • QRG – Creating Teams – Clarity – Modern UX 16.0.2

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    This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.
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  • QRG – Using the Common Components – Modern UX 16.0.2

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    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.
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  • QRG – My Workspace – Modern UX 16.0.2

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    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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  • Create an Idea – Classic PHX UX

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    A Quick Reference guide to assist in creating an Idea in Clarity’s Classic UX.  Document shows the process with the Phoenix theme applied.
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  • Task Assignments QRG – Classic PHX UX

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    A Quick Reference Guide to assist with Task Assignments in Clarity.  The document shows screen shots from the Classic UX with the Phoenix theme.
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  • Creating a Benefit Plan QRG – Clsc UX

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    A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX.  Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan.
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  • Portfolio Optimization and the Waterline QRG – Clsc UX

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    A Quick Reference Guide to assist in the use of the Waterline to Optimize Portfolios in Clarity’s Classic UX.  Reviews waterline menu, ranking rules, and use of filters.
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  • Roadmaps – Timeline View – MUX

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    A Quick Reference Guide on the use of the Timeline View for Roadmaps in Clarity’s Modern UX.  Reviews accessing the view, view options, and dependencies.
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  • Staffing the Idea Team QRG – Classic Non-Phoenix

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    A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX.
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  • Staffing Ideas QRG – Classic

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    A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX.  Updating Allocation is also covered.
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  • Collaboration Documents on Projects – SQL

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    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.
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