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Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a bar chart. It also displays Total budget cost and Planned cost. User can further drill down the details to investment level. You can further narrow your search by OBS Type & Path and Investment Manager. -
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 16.3 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality. -
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 16.3 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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This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience. -
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 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. -
The Custom Attributes in System portlet displays all of the custom attributes present in the system and the lookup (if applicable) associated with each. This portlet is useful finding a custom attribute on an object, auditing, or for documentation purposes. The user may narrow the results by object, data type, and last updated date. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
You are no longer regulated to the desktop browser to respond to action items. Learn how Rego solved this problem using just your email. We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered. -
A presentation slide deck from Rego University 2022. This document reviews the use of the new Hierarchy feature in Clarity.- Introduction
- General Value of a Hierarchy
- When to use the Hierarchy in Clarity –
- Live Demo
- Use Cases
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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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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 16.3 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace.
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