Training Documents
Overview of changes in Clarity v13.
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Portlet
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI ? Collaboration tab or via the New UX Documents module.
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Portlet
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI ? Collaboration tab or via the New UX Documents module.
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Training Documents
Training material providing an overview of the use of the Collaboration Tools/Tab within Clarity PPM.
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Training Documents
A Quick Reference Card to assist in the use of the Action Items available under the Collaboration Tab on the investment.
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Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
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Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
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Training Documents
A Quick Reference Guide that reviews the Participant Groups menu item under the Collaboration Tab for investments.
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Presentation (Information)
How to identify what PPM can really do for you and the strategies you can use for effective promotion.
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Portlet
This portlet provides an internal mechanism to communicate with Clarity users.
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Portlet
This portlet provides a simple mechanism to communicate with Clarity users.
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Portlet
This portlet provides a simple mechanism to communicate with Clarity users.
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Technical Trick
Describes how to concatenate the values associated with a multi-value lookup in order to allow its values to be more easily displayed in a portlet.
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Technical Trick
A tip to deal with JasperSoft styles not applying as expected.
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Presentation (Information)
A RegoU presentation includes topics such as: turning on new UX, setting up links, blueprints, and configuration of tiles and objects. We will also explain how the new UX and the Classic UX interact when it comes to administration.
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Presentation (Information)
A 2019 RegoU presentation that focused on the setup of Clarity PPM's Modern UX.
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Training Documents
A Quick Reference Card for configuring List Views in Clarity PPM.
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Training Documents
A Quick Reference Card to assist as you configure the Gantt on a project.
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Training Documents
A Quick Reference Card to assist in the configuration of the Resource List in Clarity PPM.
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Training Documents
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project.
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Presentation (Information)
A 2015 RegoU presentation on the development of content in CAPA.
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Presentation (Information)
CAPA is a powerful tool embedded within Clarity PPM that can provide context sensitive help, short click-through training topics, and testing assistance.
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Presentation (Information)
Learn how to create digital educational content with CA’s CAPA software.
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Presentation (Information)
Review a set of use cases where Clarity PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices.
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Presentation (Information)
A RegoU presentation that reviews a set of use cases where Clarity PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices.
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Presentation (Information)
A 2019 RegoU presentation that reviews a set of use cases where Clarity PPM is being used to manage vendor contracts and how they are linked to resources, projects, and time to drive efficiencies in monitoring contracts and comparing actuals to invoices.
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Configurations & Apps
Rego’s new Contract Management Module tracks vendors, milestones, and deliverables in real-time, so you can see status and spend by contract—as it occurs on your project.
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Workflow Job
This process converts an Idea, including team, to a Project, while also allowing a template to be applied upon conversion.
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Workflow Job
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice.
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Workflow Job
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice.
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Training Documents
A Quick Reference Card that assists in the conversion of an Incident.
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Workflow Job
This process copies one baseline and create another just like it.
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Training Documents
A Quick Reference Card to assist as you copy tasks, task estimates, or staff assignments from templates into the current project within Clarity PPM.
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Training Documents
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created.
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Workflow Job
A workflow to populate Project Cost Plan of Record using a Job.
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Training Video
A video that reviews the creation of Teams in Clarity's new UX.
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Training Video
A video reviewing the creation of risk, issues and changes in Clarity and it’s new UX.
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Presentation (Information)
RegoU Presentation from February 2014. In this session, Rego’s Clarity team will show you how to add fields and lookups to a Universe, make modifications to existing fields, and link Universes together.
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Presentation (Information)
A 2015 RegoU presentation on the development and tuning of SQL Queries.
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Training Documents
A Quick Reference Card to assist in the creation of Benefit Plans in Clarity PPM.
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Training Documents
A quick reference card to assist in the creation of Cost Plans in Clarity PPM.
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Training Documents
A quick reference card to assist in the creation of a Financial Summary for an investment.
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Training Documents
A Quick Reference Card to assist in the creation of a Program.
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Training Documents
A Quick Reference Card to assist in creating a project in Clarity PPM.
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Training Video
This video is a step-by-step guide to creating a project status report in the Clarity PPM Classic view option for v15.x.
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Presentation (Information)
RegoU Presentation from February 2014. In this session, we will teach you how to create high-impact WEBI reports and share tips & tricks for reducing development time.
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Presentation (Information)
A 2019 RegoU Presentation that reviews the capabilities of channels and links in the Modern UX.
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Presentation (Information)
RegoU Presentation from February 2014. This session is for those who want to learn how to build Crystal reports and a couple tricks for making them more appealing.
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Presentation (Information)
Learn how to create Custom Domains and Dashboards on the fly with Rego's Atul Kunkulol.
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Technical Trick
Describes how to create a lookup whose values displayed are dependent on other fields on the same page.
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Training Documents
A Quick Reference Card to assist in the creation of Master-Sub-projects in Clarity PPM.
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Training Video
A video that reviews the process to create new Tasks in Clarity PPM’s new UX.
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Training Documents
A quick reference card to assist you in making Action Items in Clarity PPM. Action Items are non-tasks that you assign to yourself, or others assign to you.
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Training Documents
A Quick Reference Card to assist in the creation of Program Milestones in Clarity PPM.
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Training Documents
A Quick Reference Card to assist in the creation of project level dependencies.
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Presentation (Information)
A RegoU course where you could learn how to use Camtasia Studio to make your own visual, educational FAQ.
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Presentation (Information)
Learn how to use Camtasia Studio to make your own visual, educational FAQ. It’s a flexible and easy-to-use desktop tool for screen recording, voice over, video editing, production, and content-sharing.
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Presentation (Information)
Use Camtasia Studio to make your own visual, educational FAQ.
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Portlet
Displays resources in the system and his or her current proxy
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Portlet
Displays resources in the system and his or her current proxy.
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Portlet
Displays all custom system attributes within Clarity
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Portlet
Displays all custom system attributes within Clarity.
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Portlet
Shows a monthly calendar with project and program information including milestones by PM.
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Portlet
Shows a monthly calendar with project and program information including milestones by PM.
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Configurations & Apps
Allows customization for updating records via LDAP.
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Portlet
Displays license counts based on negotiated terms with CA.
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Portlet
Displays license counts based on negotiated terms with CA. On Premise Only
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Portlet
Displays license information for each user based on negotiated terms with CA
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Portlet
Displays license information for each user based on negotiated terms with CA.
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Portlet
This portlet shows users that have made changes to portlets.
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Portlet
This portlet shows users that have made changes to portlets.
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Presentation (Information)
Review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
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Portlet
Compares multiple baselines on a project
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Portlet
Compares multiple baselines on a project.
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Portlet
Provides an overview of all change requests on the project
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Portlet
Provides an overview of all change requests on the project.
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Portlet
Displays summary financial information by charge code on the project dashboard
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Portlet
Displays summary financial information by charge code on the project dashboard.
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Portlet
Provides an overview of all issues on the project.
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Portlet
Provides an overview of all issues on the project.
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Portlet
Provides an overview of all milestones on the project.
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Portlet
Provides an overview of all milestones on the project.
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Portlet
Provides an overview of all risks on the project.
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Portlet
Provides an overview of all risks on the project.
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Portlet
Provides an overview of highest-level tasks on the project.
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Portlet
Provides an overview of highest-level tasks on the project.
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Portlet
This portlet displays all programs and portfolios a project is a subproject of
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Portlet
Provides an overview of the project.
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Portlet
Portlet gives a set of high-level information about the project.
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Portlet
Provides an overview of the project status on multiple lines.
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Portlet
Provides an overview of the project status on a single line.
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Portlet
Gives an overview of the project overall status as well as the status indicators on the "current" status report object.
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Portlet
Provides an overview of the project status on a single line.
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Presentation (Information)
A RegoU presentation that reviewed a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
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Presentation (Information)
A 2019 RegoU presentation that reviews a host of sample metric dashboards in use today that can spark ideas for you to implement at your company.
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Presentation (Information)
A RegoU presentation from an open sharing session where participants were given a couple minutes to share metrics and dashboards used within their organization.
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Portlet
Displays project data issues.
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Reports
Displays data issues associated with projects.
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Portlet
Displays project data issues.
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Portlet
Displays missing information for resources.
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