RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.
  • 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 creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.3 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.3 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets.  This doc references version 16.0.3 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource.
  • 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 16.0.3 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 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 the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document reviews Checklists, Smartlists and To Do’s.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.0.3 views.  Doc reviews the Menu Bar and User Tool Bar.
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