Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date.

You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

The Rego Roadmap Conversion process provides the ability to create investments, from Roadmap Items.

Create a roadmap and populate it with Roadmap Item(s).  It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created. As many roadmap items as you wish can be added at this stage.  Either all, or only selected roadmap items, can be converted. Create a view to be used to help with the Conversion process.  It should include: - Roadmap Item: This will become the Investment Name Convert to: The type of investment to be created. Conversion - Use Template:  The template to use in the conversion process. Sync Status: The status of the conversion process Sync Message:  additional details for the conversion process In addition, check the Scenario that is selected. In the Properties > Actions menu select Convert to Investment This will initiate the conversion process and will select the roadmap items that: - have no linked to set. have both the Convert to and Conversion Use Template selected. If any of these details are empty the roadmap item will be ignored. The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not. The Linked to will be populated with the newly created investment. There is a Roadmap Action Log which can be accessed via Custom Objects.  This is useful for administrators and tracks all actions undertaken by the Conversion Process.   A history of the conversions completed, and their sync status and messages can be accessed from here.

A quick reference guide that reviews all of the icons used in the vertical menu bar and provides a quick explanation on their meaning/use.