Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
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Training Documents
A Quick Reference Guide to assist with the creating and managing of Cost Plans in Clarity.
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Presentation (Information)
RegoU presentation around ITFM an how it meets up with PPM.
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Reports
Dashboard that shows health of all the projects managed by a Project Manager.
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Training Documents
This course will provide an overview of Clarity PPM Project Management functionality.
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Training Documents
Rego’s training deck for Project Management in Clarity using the Classic UX and the Phoenix theme.
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Training Documents
A slide deck used in Rego’s training classed for Project Management in the Modern User Experience.
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Presentation (Information)
In this class, they discussed reasons for using project management and what you need to start.
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Presentation (Information)
A 2019 RegoU discussion around some lessons learned on making projects more successful.
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Training Video
A course recording from Rego University 2021. Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences.
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Reports
Displays compliance status for various KPIs required for project managers.
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Reports
Displays compliance status for various cost and effort KPIs required for project managers.
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Portlet
Provides an overview of all projects.
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Portlet
Provides an overview of all projects.
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Presentation (Information)
This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
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Reports
Displays Project Statuses, Planned Cost, Budget Cost and Actual Cost for projects.
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Portlet
Portlet to display the Overall Status and Budget Status and Amounts.
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Portlet
Portlet to display the Overall Status and Budget Status and Amounts.
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Reports
Project Schedule, Scope, Cost and Effort Statuses along with Planned, Budget and Actual Costs.
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Reports
Project Status Summary – Jaspersoft Transaction Database report. The Project Status Summary report displays summary information about a project.
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Reports
Project Storyboard – Jaspersoft Transaction Database report. The Project Storyboard report shows key aspects of a project that is organized in separate frames.
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Reports
Displays Actuals (hrs), Allocations, ETC & EAC for all projects.
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Portlet
The purpose is to show the planned effort and the remaining effort on projects. Includes actual hours as well as estimate at completion.
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Portlet
The purpose is to show the planned effort and the remaining effort on projects. Includes actual hours as well as estimate at completion.
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Reports
Details on Allocation, ETC, EAC and Actual hours for Projects.
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Portlet
The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering of the exported data.
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Portlet
The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering of the exported data.
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Reports
Grid report that displays project baseline variance at task level across multiple projects.
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Portlet
View project baseline variance at the task level across multiple projects.
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Portlet
View project baseline variance at the task level across multiple projects.
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Reports
Displays compliance status for various KPIs required for project managers.
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Training Video
A course recording from Rego University 2021. Are you starting a project/financial management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Presentation (Information)
A presentation slide deck from Rego University 2021. Are you starting a project/financial management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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Portlet
Projects and Task Hierarchy Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.
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Portlet
Projects and Task Hierarchy Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.
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Portlet
Horizontal Bar Graph that displays the total of projects for each Business Owner/Sponsor for select Parent Project Stage. Includes required filter: Project Parent Stage.
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Portlet
Horizontal Bar Graph that displays the total of projects for each Business Owner/Sponsor for select Parent Project Stage. Includes required filter: Project Parent Stage.
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Portlet
Projects by Schedule Currency Pie portlet displays counts of active projects with various Stale ratings.
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Portlet
Projects by Schedule Currency Pie portlet displays counts of active projects with various Stale ratings.
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Portlet
Projects by Schedule Currency Pie Chart Portlet displays counts of active projects with various Stale ratings. By clicking on pie slice, a drilldown grid portlet appears with listing of projects and their Stale Ratings.
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Portlet
Projects by Schedule Currency Pie Chart Portlet displays counts of active projects with various Stale ratings. By clicking on pie slice, a drilldown grid portlet appears with listing of projects and their Stale Ratings.
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Portlet
A horizontal bar chart displays one bar per manager (manager name on vertical axis) with project count on the horizontal.
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Reports
Bar chart that displays count of projects by out of box Stage attribute.
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Reports
Displays all projects by stage and manager.
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Portlet
Portlet that displays all projects by stage and manager.
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Portlet
Portlet that displays all projects by stage and manager.
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Portlet
A horizontal bar chart displays one bar per manager (manager name on vertical axis) with project count on the horizontal.
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Reports
Pie chart report that displays count of projects by out of box Status Indicator.
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Portlet
Pie Chart displays counts of all projects by out-of-box Status Indicator attributes.
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Portlet
Pie Chart displays counts of all projects by out-of-box Status Indicator attributes.
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Portlet
Projects by Status Indicator Pie Chart with Drill Down to a grid portlet with details.
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Portlet
Projects by Status Indicator Pie Chart with Drill Down to a grid portlet with details.
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Portlet
Displays information about projects that are marked for deletion
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Portlet
Displays information about projects that are marked for deletion.
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Portlet
Checks for certain factors and display projects that appear to be inactive
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Portlet
Used to identify projects that are ready to be closed.
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Training Documents
A Quick Reference Card to help with the definition and differences between Projects, Programs and Portfolios in Clarity PPM.
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Reports
Pie chart report that displays projects baseline effort by their categories.
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Portlet
The Projects Within Baseline Effort portlet will display all projects’ baseline effort in a pie chart by three different categories.
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Reports
Pie chart report that displays projects without, with and within baseline respectively.
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Portlet
Displays all projects that have a baseline and presents them in a pie chart
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Portlet
Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Segments drilldown to details in Grid.
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Portlet
Displays all projects that have a baseline and presents them in a pie chart.
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Portlet
Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Segments drill down to details in grid.
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Portlet
Gives the ability to identify when the Proposed Estimates for any given task exceed the Task Estimates.
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Technical Trick
Tech-trick to either purge notifications on an ongoing basis or remove all of them at once.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.0.2 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.0.3 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.1 views.
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Training Documents
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.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.0.3 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.1 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.2 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.1 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. This doc references version 16.1 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Custom Investment Blueprints in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Custom Investment Blueprints in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Custom Investment Blueprints in Clarity’s Modern User Experience. This doc references version 16.1 views.
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Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience. This doc references version 16.1 views.
theWorX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.1 views.
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. This doc references version 16.0.2 views.
theBasiX
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. This doc references version 16.0.3 views.
theBasiX
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. This doc references version 16.1 views.
theWorX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.1 views.
theWorX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.0.2 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.0.3 views.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.1 views.
theWorX
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. This doc references version 16.0.2 views.
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. This doc references version 16.0.3 views.
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. This doc references version 16.1 views.
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