RegoXchange
  • A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX.  Reviews the process of applying security to specific fields for specific groups.
  • A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity.  Reviews the configuraton process.
  • A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints.  Reviews the configuration process including changes to Details and Modules.
  • A Quick Reference Guide on the use of the Timeline View for Roadmaps in Clarity’s Modern UX.  Reviews accessing the view, view options, and dependencies.
  • A Quick Reference Guide to assist in the use of Clarity’s Roadmaps Board View.  Shows how to go from the Roadmap List view to the Board View.  Reviews functionality and use of the Board View.
  • A Quick Reference Guide to assist in the use of the Roadmap Grid View.  Reviews functional use of the Grid View and exporting to CSV.
  • A Quick Reference Guide to assist in the creation of Roadmaps in Clarity’s Modern UX.  Reviews adding Investments to the Roadmap and then syncing.
  • A slide deck used in Rego’s training sessions around the use of Roadmaps in Clarity’s Modern UX.  Reviews the benefits of Roadmaps, security, building a Roadmap, Importing Investments, Board View, and Grid View.
  • 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.
  • A Quick Reference Guide to assist in replacing roles with named resources in Clarity’s Classic UI utilizing the Phoenix Theme UI.  Reviews access the unfilled roles tab, using the resource finder, replacing the role, and using the booking confirmation portlet.
  • A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX.  Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view.
  • A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX.  Reviews the access of project details from the Project Grid or Tile views, creation of a cost and budget plan, and edits to those plans.
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