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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient. There are financial and resource constraints to consider. We must align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourself crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs. -
Aligning work to organizational strategy is a fundamental requirement in today’s ever-changing marketplace. High-performing organizations, however, are moving beyond basic connections to introduce strategic hierarchies that are tied at various levels to real measurements of business value via Objectives and Key Results (OKRs). Join our Guides as they present key concepts, best practices, and the evolution of strategic alignment. -
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. -
This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets. -
This process will update the following on Projects: • Risk/Issues/Changes • Task Assignments • Task Data • Project Team Resources • Project Data • NOTE: The ability to remove the right is with the admin only -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time. -
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. -
Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation. -
A Quick Reference Guide to assist in the creation of a new Canvas in Clarity. Canvas are modules within Blueprints. These modules are able to be added within the Blueprints and define objects within the canvas by using toggles. -
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 16.3 views. Doc reviews the Menu Bar and User Tool Bar. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization.
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