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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment. -
The industry has been talking about "Connecting Strategy to Execution" for years; Yet many organizations still struggle to make this a reality. During this interactive session, we will guide you through creating a one-page mapping of high-level values, missions, and vision with strategic goals and associated programs of work aligned for the delivery of value. -
Are you struggling to come up with a visualization strategy with all of the options available - widgets, portlets, Jaspersoft, Ad Hoc, etc? This class will explore the various visualization tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a strategy for your organization. -
A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation.
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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
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A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience. A group is a collection of users that require the same set of access rights. Access rights (Global, OBS, Instance) can be added to a group.
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This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans.
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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.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans.
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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 16.2.1 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.
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This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale.
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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 16.2.1 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.
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