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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews the Menu Bar and User Tool Bar. -
The All Transactions portlets have the capability to display any transaction within the system. Transactions from any type of investment can be viewed on this page. There are two version of this process:- All Transactions (with security) – this will display rows only where the logged in resource has access to cost plans for projects or ideas. The portlet will check instance, OBS and global rights.
- All Transactions (without security) – will display all rows, regardless of cost plan access rights.
Column Label Description ID An unique identifier for each row displayed in the portlet. Transaction Date The data the transaction has been coded to. Time Period Start For transactions arising from timesheet entries, this will show the start period of the timesheet. Time Period Finish For transactions arising from timesheet entries, this will show the finish period of the timesheet. Project Code The ID of the investment. Project Name The name of the investment. Task ID The ID of the investment task where the actual cost has been assigned. Task Name The name of the investment task where the actual cost has been assigned. Cost Center Credit The department assigned to the resource where a cost needs to be credited. Project Manager The resource managing the investment. Resource ID The ID for the resource that has been assigned the cost. Rate (Standard) The rate for the cost. Invoice Number The invoice number. May come from a manual transaction or may be imported from a financial system integration. PO # The purchase order number. May come from a manual transaction or may be imported from a financial system integration. Vendor Code The vendor code that has been listed against the transaction. Cost Centre Charge To The department assigned to the resource where a cost needs to be charged. Cost Type Indicates whether the transaction is capital or operating. Charge Code The charge code assigned to the transaction as per the Clarity Charge Code list. Transaction Type Labour, Expense, Equipment or Material. Transaction Class The transaction class assigned to the transaction as per the Clarity transaction class list. Transaction Amount Rate x Quantity. Quantity The number of units. Notes Free text field for the transaction. -
This Portlet can be used to define User License Output information including the following:- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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This Portlet can be used to define User License Output information including the following:
- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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This Portlet can be used to define User License Output information including the following:
- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals.
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The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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