This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.  Instructions are provided on how to access Cost Plans from the Financials tab and how to create a new Cost Plan. Detail is provided on how to create a cost plan with project information (Populate from Allocations and Populate from Assignments), how to manually enter data into a cost plan and how to set a cost plan as the Plan of Record.

This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience.  This doc references version 16.1 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile view.

This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.

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.  This doc references version 16.0.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investment Types in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document provides detail on how to create a Custom Investment Type and how to create Custom Investment records from the Grid View and the Board View.

This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.

This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.

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 16.2.1 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.