RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets in Clarity’s Modern User Experience.  The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting.
  • Are you considering or analyzing PMO value metrics? This class is a working session will cover lessons learned in PMOs, so you can craft guiding metrics, with or without a tool.
  • A Quick Reference Guide to assist in entering financial transactions into Clarity’s Classic UX.  The guide reviews the basics of transactions entry, create voucher header, entering the line item - details, and entering the line item - transaction.
  • The Financial Summary by Cost Type - Grid  is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
  • The Financial Summary by Cost Type - Grid  is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
  • The Rego Group Rights portlet is a useful list view for functional administrators.  It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
  • The Rego Group Rights portlet is a useful list view for functional administrators.  It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
  • The Rego Group Rights portlet is a useful list view for functional administrators.  It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
  • For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet.
    Column Label Description
    Process Name Name of the process
    Start Date Start date of the process’s last ran date
    End Date End date of the process’s last ran date
    Description Description of the process
    Process ID ID of the process
  • For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet.
    Column Label Description
    Process Name Name of the process
    Start Date Start date of the process’s last ran date
    End Date End date of the process’s last ran date
    Description Description of the process
    Process ID ID of the process
  • For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet.
    Column Label Description
    Process Name Name of the process
    Start Date Start date of the process’s last ran date
    End Date End date of the process’s last ran date
    Description Description of the process
    Process ID ID of the process
  • This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods.  Filters are provided for:
    1. OBS
    2. Portfolio
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