A presentation slide deck from Rego University 2022.   This document reviews the best practices for Financial Management in Clarity. Involve the Finance Team Finance will drive financial classifications, resource rates, and capitalization rules Keep Things as Simple as Possible Streamline financial classifications in both the Estimation and Actuals processes Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System Clarity may never match general ledger or project accounting module 100% Spend Time on the Full Architecture – Current and Future State Start With Required Outputs and Work Backward Integrate to Avoid Duplicate Entry

A Quick Reference Guide to assist in the administrative process of creating a new Clarity OBS. An Organizational Breakdown Structure (OBS) is a hierarchical structure that can be used to align resources, projects and investments. An OBS can be used for reporting and access control based on OBS membership. Note: the following steps apply when creating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part of the Clarity implementation.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.3 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

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.

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.

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.