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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 16.1.2 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s. -
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. -
"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" -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? DO you struggle with a lack of Executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
The portlet displays posted time by project for the logged in user based on time period and date range. This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to. The actuals are displayed per month in the form of TSVs. -
The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity. An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1. Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2. Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)Column Label Description From Who the email is coming from Sent To Individual users the message should send to Send to Group Security groups the message should send to (users within the security groups) Message Project Team Should this message be sent to a project team Associated Investment If Message Project Team is checked, which project should the team list be pulled from Message Subject Subject line of the email Message Content Body of the email (html) Message date Internal code used by the query -
The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity. An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1. Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2. Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)Column Label Description From Who the email is coming from Sent To Individual users the message should send to Send to Group Security groups the message should send to (users within the security groups) Message Project Team Should this message be sent to a project team Associated Investment If Message Project Team is checked, which project should the team list be pulled from Message Subject Subject line of the email Message Content Body of the email (html) Message date Internal code used by the query -
Often, you would want to disallow users from making edits to stay on the same page after changing the data by clicking Save. By forcing the users to click Save and Return, they are forced out of the page. For the above-mentioned reason, the Clarity admin can add the code in the attached tech-trick document, and that will hide the Save button from being displayed. -
A Rego produced document that shows the stock reports and views in Clarity. Also includes views of Power BI reports available in RegoXchange. 193 pages.
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A one page comparison of of the two Clarity SaaS platforms. Broadcom's GCP vs the Rego AWS hosting platforms. Compares Cloud Infrastructure, Database Engine, Upgrade Control, Scalability, Performance and more.
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