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The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1. -
The All Action Items portlet provides detail on all actions items, including the name, type, assignee, status, due date, health indicator and creator of the action item. The portlet can be filtered by project, assignee, AI status, and due date range. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
A presentation slide deck from Rego University 2022. This document reviews the options for managing schedules outside of the Clarity tool.- Introduction to scheduling
- Why use an external scheduler?
- Who uses what?
- Scheduler-Specific Decision Factors
- Discussion: Scheduler Challenges
- Tips to help user adoption
- Is it time to just use Clarity?
- Microsoft Project OOTB or The Rego Connector?
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A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation. -
A Quick Reference Guide to assist in the administrative process of populating a Rate Matrix in Clarity. A rate matrix is used during cost plan population and financial transaction processing to determine costs and rates. You can create cost and rate matrices for labor, materials, equipment, and expense resources.
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A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience. A group is a collection of users that require the same set of access rights. Access rights (Global, OBS, Instance) can be added to a group.
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This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.
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This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.3 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile view.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience. This doc references version 16.3 views. Document includes instructions on how to create cost plans, budget plans and benefit plans. -
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.3 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view. -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class, we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people.
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