- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
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A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance. -
The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day. -
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.
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The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month. The amounts can be displayed as hours or FTEs. This report allows you to drill down to the Capacity vs. Demand by Resource report, by clicking a resource name, to see more information about the resource capacity and demand. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options. -
The Missing Time report provides insight into timesheet compliance by comparing available hours, entered hours, and missing hours for each resource over a selected time period. It can be grouped by resource manager or OBS level and offers flexibility to calculate missing time based on timesheet status or resource availability. The report includes summary charts showing timesheet completion rates and total hours, highlighting completed, partial, and missing timesheets as well as overages across reporting periods. -
The Capacity vs. Demand by Role report provides visibility into resource utilization by comparing available capacity to actual demand across investments at the role level. It highlights capacity, demand, and remaining capacity, helping identify potential surpluses or shortfalls. Data can be viewed by week or month and displayed in either hours or full-time equivalents (FTEs) to support detailed workforce planning and analysis. -
Take a deep dive into Clarity's REST APIs. You will learn different ways to explore Clarity's API's using the REST API explorer, Postman, and Chrome's Developer Tools. We will cover HTTP methods, status codes, Clarity-specific headers, and creating and parsing JSON. -
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. -
See how multiple Rego innovations can save time, reduce effort, and increase adoption across your organization. Leverage Power Automate to connect Clarity with SharePoint, Teams, and Outlook—automating tasks like creating Teams for projects, managing permissions, and sharing reports with non-Clarity users. Discover how the RegoLink PowerPoint add-in keeps decks up to date with templates and live Clarity data, and how the Excel Data Manager (EDM) simplifies bulk updates by letting you edit and validate data in Excel before syncing back. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work even better together? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights!
