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Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
Project Variance report provides project managers a single place to view all their active projects, open tasks, Task EAC hours, Task Baseline hours and their variance. Project Managers can use this report to view and manage their projects progress against their baselines. They can easily detect the projects that are running behind and pinpoint the tasks that are causing the variance in the schedule. You can further narrow your search by OBS Type, OBS Path and Project. -
“Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets in Clarity’s Modern User Experience. The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting. -
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 timesheet approval in Clarity’s Modern UX. The doc reviews Accessing and Selecting Timesheets, Reviewing Submitted Timesheets, Approving Timesheets, Returning Timesheets and the Timesheet Grid. -
A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX. Used for Rego’s training engagements, it covers the Time Entry process via flow chart, steps for submitting a timesheet, adjusting a returned timesheet, and adding or removing tasks from a timesheet. -
A presentation slide deck from Rego University 2022. Document reviews the 7 trends that Rego is seeing in the PPM space.- Trend 1: Going Beyond Strategic Alignment
- Trend 2: Pivoting Quickly
- Trend 3: Value Scrutiny for PPM
- Trend 4: Hybrid Financial Management
- Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
- Trend 6: Balanced Ecosystem of Tools
- Trend 7: Collaboration
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Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Allocation Discrepancies • Resource Detail • Resource Skills • Resource Summary • Resource Tasks • Staffing Allocations • Staffing ETC Demo Video - https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6 -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.
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