1906 results
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investment Types in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to create a Custom Investment Type and how to create Custom Investment records from the Grid View and the Board View.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
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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.