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    QRG – Staff Grid – Clarity – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality.
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  • QRG – Staffing Overview – Clarity – Modern UX 16.2.1

    $0.00
    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 16.2.1 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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  • QRG – Staffing: Allocations Timeline – Clarity – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with Allocations Timeline in Clarity’s Modern User Experience.  This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline.
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  • QRG – Replacing Roles – Clarity – Modern UX 16.2.1

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    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 16.2.1 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.
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  • QRG – Creating Teams – Clarity – Modern UX 16.2.1

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    This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.
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  • QRG – Resources Overview – Clarity – Modern UX 16.2.1

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    This training document is a Rego Consulting Quick Reference Guide to assist with the Resources Workspace in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace.
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  • QRG – Managing Project Tasks – Task Timeline – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.
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  • QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
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  • QRG – Status Reports – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
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  • QRG – Staff the Team – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale.
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  • QRG – Create a Project – Populating Properties – Modern UX 16.2.1

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    This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.
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  • QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.2.1

    $0.00
    This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
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