RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.  Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed.
  • 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 16.3 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 use of the Links and Conversations functionality in Clarity’s Modern User Experience.  This doc references version 16.3 views.
  • 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.  This doc references version 16.3 views. Doc covers creating and management of these project tools.
  • 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 16.3 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 the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.3 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 16.3 views.  Doc reviews the Menu Bar and User Tool Bar.
  • To effectively practice Agile at scale, Clarity teams first need to identify various needs. This includes thinking through considerations for funding, investment prioritization, and spend management practices.
  • Do you want to know more about building integrations quickly and easily? We will also show Rego's data processor and extraction tool and how it can be used for all outbound file-based integrations to save money and time.
  • Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before.
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