Training Documents
Training guide for Project Management
theBasiX
Presentation (Information)
Lessons learned on making Clarity PPM projects more successful.
theBasiX
Training Documents
A short, two page, Functional Overview of the changes to Clarity PPM in the v14.2 release.
theBasiX
Technical Trick
Clarity PPM Reporting Capabilities for v15.4+
theBasiX
Technical Trick
You can now directly query your Clarity PPM SaaS database without the need for VPN.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that discusses how other users solve issues, discover solutions, and successfully use Clarity PPM.
theBasiX
Presentation (Information)
Review of functional and technical changes to Clarity PPM from version 16.0.1 through 16.1.0
theWorX
Presentation (Information)
This paper explores the pros and cons of transitioning from on-premise Clarity PPM to its cloud alternative.
theBasiX
Training Documents
Quick Reference Guide reviewing Clarity Project Management.
theBasiX
Training Documents
A Quick Reference Guide to assist with the Project Status Reports in the new UX.
theWorX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn the pros and cons of each system and what reporting options are available in your Clarity environment to determine how best to utilize them.
theBasiX
Training Documents
Training guide for Resource Management
theBasiX
Training Documents
Training guide for Resource Management
theBasiX
Training Documents
Clarity Resource Management is the practice of managing resources in order to have the right resources working on the right projects, at the right time based on real time project timelines as the project is further defined.
theBasiX
Presentation (Information)
In this white paper, we discuss how using Clarity's Roadmap feature will get you pointed in the right direction for success.
theBasiX
Technical Trick
A one page comparison of of the two Clarity SaaS platforms. Broadcom's GCP vs the Rego AWS hosting platforms.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn some key concepts when designing and implementing security.
theBasiX
Presentation (Information)
Documents and explains the content in the Clarity Solution Pack.
theBasiX
Presentation (Information)
A Rego produced document that shows the stock reports and views in Clarity. Also includes views of Power BI reports available in RegoXchange.
theBasiX
Training Documents
Two-sided handout providing a quick reference on Clarity Time Entry.
theBasiX
Training Video
Video providing an overview of accessing Clarity timesheets.
theBasiX
Training Video
Video providing an overview of accessing Clarity timesheets.
theBasiX
Training Video
Video providing an overview of entering time on Clarity timeshets.
theBasiX
Training Video
Video providing an overview of entering time on Clarity timeshets.
theBasiX
Training Video
Video providing an overview of Clarity Timesheet approvals.
theBasiX
Training Video
Video providing an overview of Clarity Timesheet approvals.
theBasiX
Training Video
Video providing an overview Clarity Timesheet Adjustments.
theWorX
Training Video
Video providing an overview Clarity Timesheet Adjustments.
theWorX
Training Documents
Overview of changes in Clarity v13.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. This document reviews the model for using Clarity and an Agile tool in a Bi-Modal fashion to improve data and reporting.
theBasiX
Training Video
A course recording from Rego University 2021. Have you considered using Rally in conjunction with Clarity? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Have you considered using Rally in conjunction with Clarity? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.Have you considered using Rally in conjunction with Clarity? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
theBasiX
Technical Trick
This Technical Trick is a summary of the items that are typical Annual Maintenance Activities (both Admin and User).
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. Chipotle presented on taking automation to a different level. Loblaw on Data Integrity. UKG presented on Business Rules. University of Rochester presented on better data, better conversations, and better decisions.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. Presentations by Erie Insurance, University of California, San Francisco, and The Hershey Company.
theBasiX
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.
theWorX
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.
theWorX
Training Documents
Training material providing an overview of the use of the Collaboration Tools/Tab within Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Action Items available under the Collaboration Tab on the investment.
theBasiX
Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
theBasiX
Training Documents
A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab.
theBasiX
Training Documents
A Quick Reference Guide that reviews the Participant Groups menu item under the Collaboration Tab for investments.
theBasiX
Presentation (Information)
A presentation slide deck from Rego University 2022. Document used for Broadcom’s presentation on Collaborative Work Management.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Common Grid. You can find the grid throughout the application to manage projects, tasks, roadmaps, ideas, and timesheets to name a few.
theBasiX
Configurations & Apps
Used to send email communications to Clarity users.
theWorX
Configurations & Apps
Used to send email communications to Clarity users.
theWorX
Portlet
This portlet provides an internal mechanism to communicate with Clarity users.
theBasiX
Portlet
This portlet provides a simple mechanism to communicate with Clarity users.
theBasiX
Portlet
This portlet provides a simple mechanism to communicate with Clarity users.
theBasiX
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.
theWorX
Technical Trick
A tip to deal with JasperSoft styles not applying as expected.
theWorX
Presentation (Information)
A 2019 RegoU presentation that focused on the setup of Clarity PPM's Modern UX.
theBasiX
Training Documents
A Quick Reference Card for configuring List Views in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist as you configure the Gantt on a project.
theBasiX
Training Documents
A Quick Reference Card to assist in the configuration of the Resource List in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project.
theBasiX
Presentation (Information)
A course recording from Rego University 2021. It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
theBasiX
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.
theBasiX
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.
theWorX
Training Documents
A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity.
theBasiX
Workflow Job
This process converts an Idea, including team, to a Project, while also allowing a template to be applied upon conversion.
theWorX
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.
theWorX
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.
theWorX
Training Documents
A review of how to convert an idea to a project in Clarity’s Modern UX.
theBasiX
Training Documents
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.
theBasiX
Training Documents
A Quick Reference Card that assists in the conversion of an Incident.
theBasiX
Workflow Job
This process copies one baseline and create another just like it.
theWorX
Workflow Job
Copy documents from one risk to another.
theWorX
Workflow Job
Copy documents from one risk to another.
theWorX
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.
theBasiX
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.
theBasiX
Workflow Job
A workflow to populate Project Cost Plan of Record using a Job.
theWorX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience.
theBasiX
Training Documents
A Quick Reference Guide to assist in creating and editing Tasks in Clarity using the Task Tab.
theBasiX
Training Documents
A Quick Reference Guide to assist in creating a Cost Plan in an Idea within Clarity.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of a new project in Clarity’s Modern UX.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience.
theBasiX
Training Video
A video that reviews the creation of Teams in Clarity's new UX.
theWorX
Training Documents
A Quick Reference guide to assist in creating an Idea in Clarity’s Classic UX.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation and editing of tasks using the Project Task List in Clarity.
theBasiX
Workflow Job
A workflow process that creates Forecast from Actuals and Allocations.
theWorX
Workflow Job
A workflow process that creates Forecast from Actuals and Allocations.
theWorX
Training Video
A video reviewing the creation of risk, issues and changes in Clarity and it’s new UX.
theWorX
Training Documents
A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt.
theBasiX
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.
theBasiX
Training Documents
A review of the process to create, view and edit Ideas in Clarity’s Modern UX.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.
theBasiX
Training Documents
A Quick Reference Guide for creating and managing risks, issues, and change requests in Clarity’s Modern UX.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the development and tuning of SQL Queries.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of Benefit Plans in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX.
theBasiX
Training Documents
A quick reference card to assist in the creation of Cost Plans in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of a Cost Plan in Clarity’s Modern UX.
theBasiX
Training Documents
A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX.
theBasiX
Training Documents
A quick reference card to assist in the creation of a Financial Summary for an investment.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of a Program.
theBasiX
Training Documents
A Quick Reference Card to assist in creating a project in Clarity PPM.
theBasiX
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.
theBasiX
Training Documents
A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity.
theBasiX
