A Quick Reference Guide to assist with the creating and managing of Cost Plans in Clarity.  The document uses screen shots from the Classic UX using the Phoenix theme.

A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity.  The document show this with screenshots from the Classic UX with the Phoenix theme.

A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX.  Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security.

A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme.  Reviews accessing the project and assigning the team.

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.

In many instances, having excess information stored within the database can cause poor performance or slowness when retrieving data. Administrators are always seeking out ways to clean and remove unused information. This technical trick on role removal provides the steps necessary to remove roles that would otherwise be unused and eliminating unwanted information. The Role Removal Technical Trick provides the information for the creation of the following tables and columns which are necessary to perform the role removal:

1. Role – mapping table
2. Tables / Columns that need to be updated with Resource ID fields
3. Tables / Columns that need to be updated with Role Code fields
4. Tables that will need to be deleted
5. PRTEAM table should be checked