Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.

Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both classic and new UX highlighting differences.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method.

This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.

A presentation slide deck from Rego University 2022.   This document is an outline of the basic administration of Clarity’s Modern User Experience.

• Introduction
• First time setup
  • Activating Modern UX and Timesheets
  • Creating a Link to the Modern UX in the Classic Home Menu
• Navigation and modules
• Blueprints

A presentation slide deck from Rego University 2022.   An introduction to Jaspersoft Studio for reporting in Clarity.

• Introduction
• Configuration Basics
• Security Basics
• Installing Jaspersoft Studio
• Interface Introduction
• Data Adapter Setup
• Server Connection Setup