A process creating a new Cost Plan.
Cost Plan properties:
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A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. The document reviews Creating an Idea and Editing of an Idea. -
A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX. Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan. -
A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records. -
A quick reference card to assist in the creation of a Financial Summary for an investment. -
A Quick Reference Card to assist in the creation of a Program. -
A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template. -
A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience. Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement. Blueprints can be leveraged to customize the agreements as required. -
Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session. -
Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session. -
Learn how to create Custom Domains and Dashboards on the fly with Rego's Atul Kunkulol. This is a fun technique to use with your Demand and Capacity. Download is the slide deck file. To view the webinar click here - http://event.on24.com/wcc/r/1219157/B398371FAAAF960D6B26717D66F8011A -
The Creating Dependent Lookups Based On Other Fields On The Same Page document provides the steps needed to allow a user to create lookups whose values are dependent on other fields on the same page. Having the ability to use a lookup field whose list of values change based on other fields values on the same page can help reduce the number of fields that might be required and provide more relevant options to the user based on other data selections. -
A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM. -
A quick reference card to assist you in making Action Items in CA PPM. Action Items are non-tasks that you assign to yourself, or others assign to you. You create personal action items in the Actions Item portlet on the Overview page. -
A Quick Reference Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX. Reviews the steps to create a portfolio, process of adding the investments, and syncing the data. -
A Quick Reference Card to assist in the creation of Program Milestones in CA PPM. This can be done from the Tasks Tab or from the CA PPM Gantt. -
A Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX. Document uses screen shots to walk through the process. Document uses the Phoenix Theme. -
A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. Document covers both the creation and management of these items. -
A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity. The document show this with screenshots from the Classic UX with the Phoenix theme. -
This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience. The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information. -
PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. Tips on how to use Agile principles in your talking points will also be shared.
