RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.0.2 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.
  • 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.  The document covers transaction entry basics, creating a voucher header, entering line-item details, and entering line detail transactions.
  • A Quick Reference Guide to assist with submitting a Cost Plan for Approval in Clarity.  Reviews the process while utilizing Clarity’s Classic UX with the Phoenix theme applied.
  • 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 Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX.  Document uses screen shots to walk through the process.  Document uses the Phoenix Theme.
  • A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX.  Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan.
  • 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 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.
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