1906 results
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The Invalid Transactions portlet displays all of the transactions that did/will not post in Clarity. The benefit of this portlet is that you can use the filter to select a specific project, resource, or error to display all transactions associated to your selection. There are several reasons a transaction may fail to post such as inactive resource, no location or inactive location selected on the Financial sub-page, project on hold, etc. To resolve the error, the user must go into the project or resource and make the noted change. Once all corrections are complete, the Post Transactions to Financials job must be run to evaluate the corrected WIP transactions to be sure the data is now complete and accurate. If additional incorrect data is found, the transaction will fail to post again and the new error/reason will display. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
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The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM). Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet. -
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. -
Are you still using all classic UX? Are you wondering how and when you should transition to the new UX? This class will be a practical guide on how to know what to move and when to move. We will discuss real use cases and help provide guidance on this strategic decision. -
The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
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. Broadcom’s presentation on OKRs in an Agile environment.- What are OKRs? Why are they important?
- Why ValueOps for OKRs?
- How do we do this?
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A presentation slide deck from Rego University 2022. The course outline document for the creation of NSQL Portlets for Clarity.- Multi-Dimensional Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations
- Common errors and best practices
- Hierarchical Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations and best practices
- Multi-Dimensional Portlets
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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
