A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity.
|
-
-
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. -
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.
-
Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: • Idea Bubble • Idea Details • Idea Funnel • Idea Gantt • Idea Overview • Idea Staff and Effort • Idea Status • Idea To Dos Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews the Menu Bar and User Tool Bar. -
How much are you using the new features of the modern UX ? Have you deployed widgets? Canvases? Blueprint roles and actions? Come to this session to learn how to take your Modern UX of Clarity to the next level! -
A Quick Reference Guide to create / manage Widgets. You can add to any Grid view that supports them. The five types are: Number Tile, Pie, Bar, Progress Ring, and Target. -
This training document is a Rego Consulting Quick Reference Guide to assist Admins with Timesheet settings. -
This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience. -
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. -
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List. -
Allocation Compliance Pie Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Pie chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Date range.
