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This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled. -
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. -
A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist with General Navigation of Clarty, using the Classic UX with the Phoenix UI Theme. Reviews the Main Menu Bar, User Tool Bar, Home Menu, Favorites Menu, and more. -
This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete. This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level. -
The Reset Admin Password technical trick provides the queries necessary to reset the administrator's password via the database. Passwords are forgotten, overwritten and misplaced often; using this technical trick, the support team will always have a back-up plan to gaining back access to the system. -
The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date). -
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience. This video was created using Clarity PPM version 15.6. -
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created. -
Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting. -
So, you have the portlet xogged in, what now? This guide will show you how to create a page, add the portlet to the page, and add the page to the menu. This activity requires the appropriated admin rights to add content to CA PPM.
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