RegoXchange
  • 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 16.0.2 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.  The document covers transaction entry basics, creating a voucher header, entering line-item details, and entering line detail transactions.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.  The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience.  Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement.   Blueprints can be leveraged to customize the agreements as required.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience.  The document covers running jobs to sync data, analyzing cost plans, reviewing transactions, and analyzing cost and budget plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience.  The document reviews submission of a cost plan for approval, approving or rejecting submitted budgets and Budget Plan facts.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  The document reviews the process to create a benefit plan and then add it to a cost plan.
  • This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience.  The document reviews navigation to a custom investment and then the various tabs related to the management of the investment.
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