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A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX. The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices. -
A Quick Reference Guide to assist in the use of the Portfolio Reporting in Clarity’s Classic UX. Reviews the Scorecard in the Portfolio menu, portlet available, and exporting data as reports. -
A Quick Reference Guide to assist in the use of the Waterline to Optimize Portfolios in Clarity’s Classic UX. Reviews waterline menu, ranking rules, and use of filters. -
A Quick Reference Guide for utilizing Portfolio Targets in Clarity’s Classic UX. Reviews the target menu and using breaking down roles for use in portfolios. -
A Quick Reference Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX. Reviews the steps to create a portfolio, process of adding the investments, and syncing the data. -
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 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.
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