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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. -
A Quick Reference Guide that covers task assignments in Clarity’s Modern UX. The guide reviews the Assignment Tab and updating ETC via two options. -
** No Download - Do not Add to Cart ** Join Rego expert guide Dave Gubeno, Will Ross, and Chris Phillips for an engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics. Their discussion will also include: A description of the differences between metrics and key performance indicators An introduction to the Rego Adoption Metrics Framework lifecycle The presentation of pre-defined Rego Adoption Metrics for Projects and Resources An introduction to a set of Clarity portlets used to view the metrics http://info.regoconsulting.com/clarity-adoption-metrics-september-2020 -
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. -
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. -
The Enhanced Time Tracking Stalker – Resource workflow process is used to notify resources who failed to submit a timesheet for the prior time period they must take action. The workflow checks for active resources (by using the hire and termination dates, their track mode and that they are open for time entry). Each resource who meet the criteria receives an email asking them to submit their outstanding timesheet(s). The email includes a table that contains this information: time period, timesheet status and any hours currently saved on the timesheet. All outstanding timesheets are included in the table with links to the timesheet in the Modern User Experience side of Clarity. This process helps to ensure the timely submission of timesheets. -
Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM. -
The All Action Items portlet provides detail on all actions items, including the name, type, assignee, status, due date, health indicator and creator of the action item. The portlet can be filtered by project, assignee, AI status, and due date range. -
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. -
A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.- A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.
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- Modules - Channels
- Rules
- Fields Level Security
- Actions
- A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.
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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). -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.
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