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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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Creating a Custom Investment Type QRG – MUX

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A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records.

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Creating a Financial Summary QRG

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A quick reference card to assist in the creation of a Financial Summary for an investment.

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Creating a Program QRG

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A Quick Reference Card to assist in the creation of a Program.

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Creating a Project QRG

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A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template.

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Creating a Project Status Report QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme.

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Creating Agreements QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience. Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement. Blueprints can be leveraged to customize the agreements as required.

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Creating Channels & Pages in the Modern UX – .mp4 – RegoU 2021

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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.

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Creating Channels & Pages in the Modern UX – RegoU 2021

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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.

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