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Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
Course Description: Are you tracking your vendor contracts outside of Clarity PPM? Have you considered moving the data into Clarity PPM? This session will review a set of use cases where Clarity PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices. -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both classic and new UX highlighting differences. -
Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences. -
Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences. -
Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons. -
This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project. -
The All Lookups and Attributes portlet provides the ability to see all static lookups in the system, as well as their lookup values. Ability to filter and view the population by lookup name and ID, value name and ID, whether or not the item is active, and whether or not the item is a system (seeded) value. A system value is a record that comes with a base installation of Clarity as opposed to a value that was added manually or through a Clarity Add-in. -
Have you experimented with the modern UX channels, links and new page functionality? Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX. Come and learn how in this session. -
This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing View in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
