- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following: -
The All Change Request portlet displays all change requests related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view change requests across multiple projects without having to go into each project individually and allows for more efficient management and reporting across projects. The filter allows the user to narrow their search by date ranges, resources involved, and/or the project with which the Change Request is associated. Other alternatives for filtering include the category, priority or status of the Change Request. In the list view, a status is displayed for each Change Request (CR), along with the Project with which the CR is associated, the CR ID, the CR name, the resource to whom the CR is assigned, Priority, Expected Closure Date, and number of days the CR has remained open. Note: Only the projects that the user has viewer rights to will show up in the list. -
Do you want to understand the value of the new functionality in Clarity's most recent rollout? This class is for you! Attend an interactive demonstration and put these capabilities in action today. -
Do you want to understand Clarity's best practices for configuration and functionality in demand management? In this class, you will learn about the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your demand management processes. -
A Quick Reference Guide to assist in the administrative process of adding an attribute to a Clarity object. Attributes store information associated with object views. For example, Start and Finish are a Date type attributes and Project Type is a lookup type attribute on the Project object. -
A Quick Reference Guide to assist in the administrative process of creating a new Group in Clarity. A group is a collection of users that require the same set of access rights. Access rights are generally granted to groups (and not directly to users).
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A Quick Reference Guide to assist in the process of adding Sections and Attributes to a Clarity Blueprint. User must have access to the Administration Module.
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This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience. This doc references version 16.3 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.
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Learn how to use, and follow best practices with the Clarity REST APIs - Execute a REST Call - Create JSON payloads and parse JSON responses - Capture the result of the request -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
This class explores the future of AI in project management, highlighting innovative use cases for predictive analytics. Participants will gain insights into how emerging AI technologies and gather an understanding between Predictive Analytics and AI.
