This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed.

This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.

This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.

This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.

This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.

This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.

This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.

This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.

This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing View in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.

This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics.

This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.

This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.