- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
-
A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management. -
A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance.- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
-
The Job Schedule Details portlet shows al jobs and displays all of the scheduled and non-scheduled information for those jobs – including the months, days, hours, and minutes. It also displays the last time the job was updated and whether or not the job was custom or a CA job. The portlet will help the administrator understand the current job schedule configuration. The table below describes the available columns in the portlet. The first 10 are configured in the default view:Column Label Description Name Name of the Job Description Description of the Job CA Job? Whether this is CA Job? Yes or No Scheduled Scheduled Status of the Job. Yes or No Months Months the Job is scheduled to run Days Days the Job is scheduled to run Hours Hours the Job is scheduled to run Minutes Minutes the Job is scheduled to run Active Status of Job. Active or Inactive Last Updated Date the Job was Last Updated Code Unique internal Code of the Job Created By Name of Resource who created the Job Date Created Date the Job was created Executable Executable of the Job Job Code Unique Code of the Job Schedule Date Scheduled date of the Job run Type Type Updated By Name of Resource who updated the Job -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
-
Want to keep your Clarity environment running efficiently? In this class we'll discuss how to maintain your Clarity environment through the use of jobs, processes, and configuration. We'll also cover recommended maintenance activities to ensure your environment is running optimally. -
Are you leveraging Clarity's Roadmaps yet? Come to this session to learn how OOTB Roadmaps work. You will learn how to configure views, targets, widgets, boards, and more! You will leave with great ideas you can bring back to your organization! -
A Quick Reference Guide to assist in setting up a login message that users can see whenever they log into Clarity. QRG walks through the configuration steps. Message Severity and duration can also be setup. -
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 use of the Attribute Grid in Clarity’s Modern User Experience Admin Menu. The Attributes grid under MUX Administration menu allows you to perform the following actions on attributes: 1. Define field level security (FLS) 2. Create labels 3. Create tool tips 4. Define display type
-
A Quick Reference Guide to assist in the process of adding members to a Group in Clarity’s Modern User Experience. A group is a collection of users that require the same set of access rights. Members (users) can be added to a group.
-
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.3 views. Doc provides detail on how to create a Benefit Plan, how to categorize Benefit Class and Benefit Subclass, how to add financial values to your Benefit Plan, and how to add the Benefit Plan to your Cost Plan.
