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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format. -
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 the use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.3 views.
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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. -
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. -
Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved - Overall maintenance recommendations for Clarity Studio and MUX -
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 16.2.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel.
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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 16.2.1 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.
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This training document is a Rego Consulting Quick Reference Guide to assist with the Resources Workspace in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace.
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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 16.1.2 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 General Navigation in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews the Menu Bar and User Tool Bar.
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