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A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme. -
A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX. It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab. -
Course Description: How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company. -
Course description: “People are the #1 key to successful implementation, acceptance and sustaining adoption after the project is long gone. Find out some tips and tricks on how to keep those key stakeholders engaged.” Download file is the presentation slide deck. -
Course Description: People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall.
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This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience. The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View. -
A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX. Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view. -
A presentation slide deck from Rego University 2022. This course reviewed the importance of user feedback on the use of the tool.- What is Feedback?
- Why is Feedback Important?
- Audience Participation
- Group Discussion
- Methods of Collecting Feedback
- Case Studies
- Staying Connected to Your Users
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