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Cost Plans QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan.

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Create & Edit Project Baselines QRG – Classic PHX

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A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme.

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Create a Manual Cost Plan QRG – Classic PHX

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A Quick Reference Guide to assist in creating a Cost Plan in an Idea within Clarity. Shows the process in Clarity’s Classic UX with the Phoenix theme applied.

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Create a Project QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience. The document reviews this both in the Project Page and in the Project Tiles locations.

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Create an Idea – Classic PHX UX

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A Quick Reference guide to assist in creating an Idea in Clarity’s Classic UX. Document shows the process with the Phoenix theme applied.

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Create and Edit Tasks using the Task List QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation and editing of tasks using the Project Task List in Clarity. Screen shots are from the Classic UI, using the Phoenix Theme.

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Create Forecast from Actuals and Allocations – Oracle

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create Forecast from Actuals and Allocations – Postgres

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create Forecast from Actuals and Allocations – SQL

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create Tasks Using the Clarity Gantt QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme.

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Creating & Managing Ideas QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. The document reviews Creating an Idea and Editing of an Idea.

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Creating a Benefit Plan QRG – Clsc UX

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A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX. Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan.

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