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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. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint. Tips on the user of the API Attribute ID are also provided. -
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 16.1.2 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace. -
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 16.1.2 views. -
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 16.1.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
Do you have a basic understanding of GEL scripts but need to a better understanding of how they work? This class will teach you how to XOG data in and out of objects in GEL as well as perform basic emails inside GEL. -
Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in Clarity 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and Clarity perception and adoption will increase. -
A presentation slide deck from RegoU 2023. This course covered existing Clarity customers sharing what they do well in their implementation of Clarity. Customers were Tyson, HCSC, and Erie Insurance. -
Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity. -
Uncover the advantages of shifting from showback to chargeback and learn how to successfully execute chargeback within your organization. In this session, we will delve into chargeback processes, focusing on industry best practices and offering expert guidance on designing and implementing effective chargeback strategies. Additionally, we will explore the utilization of the Bill of IT as a powerful tool to reinforce your chargeback approach. -
The hit TV series Ted Lasso is well known for its humor and entertainment value, but hidden under the light-hearted banter are some important messages that leaders can take to heart. Join expert Agile guide, Tad Beaty, for a review of the first two seasons of the show. We’ll explore the messages that all leaders should take back to the office to improve engagement and make a better workplace. -
The Migration Tool for Modern UX Components provides the ability to migrate Blueprints, Views, and Field Level Security between environments. Previously, the promotion of these components needed to be done manually. This functionality, to be utilized by an administrator, is available under the Custom Objects Area of Clarity. The user would first create an ‘MUX Migrator’ instance and populate the associated details. Once ready, they will use the “Populate Stage Content” action which will run a workflow in the background which populates a Staging Table with Source Environments content. (Blueprints, Views, and Field Level Security) After a successful populate, they would navigate to the “MUX Migrator Content” module where they can decide on what content they want to migrate between environments. They can select one to many components they wish to migrate. Once the “MUX Migrator Content” sub-object is populated, the user can navigate back to the “Properties” module. Once a password is populated, the user can use the Actions drop-down to run the “Migrate Content to Environment” workflow. This will run a process that will migrate the content from the source environment to the target environment. Installation files are not provided with the download. See Special Instructions. Prerequisites- The user will create the migrator instances/run the processes in the Target Environment they wish to migrate content to (E.g. Run this in PROD to migrate the content from a lower environment to PROD)
- Any attributes that are part of the Blueprints, Views, or Field Level Security must exist in the target environment
- The user that is utilizing the content must have the following security rights associated to their account
- XOG rights to all the associated objects
- View/edit security rights to the MUX Migrator Object and MUX Migrator Content Object
- View rights to the MUX Migrator Staging Table Object
- API-Access
- Process Start or Process AutoStart – All
- The requested password used is the Clarity User Password, not an SSO password
- Canvas migration is not supported in this version (Pages and Status Report)
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