This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings.

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.

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.