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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and use of Widgets in Clarity’s Modern User Experience. It covers the 5 types: Number Tile, Pie, Bar, Progress Ring, and Target. This doc references version 16.2.1 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers creating and management of these project tools. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creating and management of these project tools.
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This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.1.2 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.2.1 views.
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This training document is a Rego Consulting Quick Reference Guide to assist with the Resources Workspace in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Resources Workspace in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace.
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This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality. -
This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality.
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This training document is a Rego Consulting Quick Reference Guide to assist with thestaffing of a Team on an investment in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale. -
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 Allocations Timeline in Clarity’s Modern User Experience. This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline. -
This training document is a Rego Consulting Quick Reference Guide to assist with Allocations Timeline in Clarity’s Modern User Experience. This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline.
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A Quick Reference Guide to assist in the process of adding Sections and Attributes to a Clarity Blueprint. User must have access to the Administration Module.
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A Quick Reference Guide to assist in the process of adding members to a Group in Clarity’s Modern User Experience. A group is a collection of users that require the same set of access rights. Members (users) can be added to a group.
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A Quick Reference Guide to assist in the process of associating an OBS with User Access in Clarity’s Modern User Experience. An Organizational Breakdown Structure (OBS) can be used for user access control. Perform these steps if the OBS is required for managing access rights for objects such as resources and investments. Note: the following steps apply to non-financial OBSs and the OBS must exist in the system.
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A Quick Reference Guide to assist in the administrative process of creating a new Clarity Blueprint. An applications administrator can use blueprints to configure different layouts for different types of projects, ideas or investments.
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A Quick Reference Guide to assist in the administrative process of creating a new Group in Clarity. A group is a collection of users that require the same set of access rights. Access rights are generally granted to groups (and not directly to users).
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A Quick Reference Guide to assist in the administrative process of creating a new Clarity OBS. An Organizational Breakdown Structure (OBS) is a hierarchical structure that can be used to align resources, projects and investments. An OBS can be used for reporting and access control based on OBS membership. Note: the following steps apply when creating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part of the Clarity implementation.
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A Quick Reference Guide to assist in the administrative process of adding an attribute to a Clarity object. Attributes store information associated with object views. For example, Start and Finish are a Date type attributes and Project Type is a lookup type attribute on the Project object.
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A Quick Reference Guide to assist in the creation of Action Items in Clarity’s Modern User Experience. The Action Items tile in Administration serves as a way to create Action Items in MUX without having to use Classic and create processes. Administrators can use the Action Items to create, update, and delete Action Items that can be triggered through Business Rules.
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A Quick Reference Guide to assist in adding Modules to a Clarity Blueprint. User must have access to the Administration Module.
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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 administrative process of populating a Rate Matrix in Clarity. A rate matrix is used during cost plan population and financial transaction processing to determine costs and rates. You can create cost and rate matrices for labor, materials, equipment, and expense resources.
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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.2 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document references the Tasks and To Do’s menu items and their associated widgets.
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A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
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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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Course Description: Do you want to analyze the cost and utilization of Agile development resources? Do you struggle to integrate financial information with work execution information from Agile tools such as Rally Software®, Jira, or VersionOne? This session explores reporting and dashboarding approaches to provide technology leaders with KPIs and trends for Agile execution, along with views that relate Agile team activity with cost and delivery. -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc.
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Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo. -
Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo.
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