Training Documents
This details how to adjust your time once the timesheet has posted.
theBasiX
Workflow Job
Auto approves all timesheets.
theWorX
Workflow Job
Auto approves all timesheets.
theWorX
Workflow Job
Approves all timesheets in a selected period that the resource manager or project manager has control over.
theWorX
Workflow Job
Approves all timesheets in a selected period that the resource manager or project manager has control over.
theWorX
Workflow Job
Approves all timesheets in a selected period that the resource manager has control over.
theWorX
Portlet
Portlet to show the stage of any Action Item triggered by Timesheet submission.
theWorX
Portlet
Portlet to show the stage of any Action Item triggered by Timesheet submission.
theWorX
Portlet
Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
theWorX
Portlet
Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
theWorX
Reports
Timesheet Compliance Dashboard shows number of timesheets by Status, Resource Manager, Organization structure and employment type.
theWorX
Portlet
Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
theWorX
Portlet
Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
theWorX
Portlet
Shows timesheet compliance information by OBS.
theWorX
Portlet
Shows timesheet compliance information by OBS.
theWorX
Workflow Job
This is an automation to adjust cost in financials (WIP) based on standard weekly hours.
theWorX
Workflow Job
This is an automation to adjust the cost in financials (WIP) based on standard weekly hours.
theWorX
Reports
Timesheet Detail – Jaspersoft Transaction Database report. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity.
theBasiX
Training Documents
A Quick Reference Card to assist users in adding notes to their timesheet entries in Clarity PPM.
theBasiX
Portlet
Displays timesheet notes in one location by resource.
theWorX
Portlet
Displays timesheet notes in one location by resource.
theWorX
Workflow Job
The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.
theWorX
Workflow Job
The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.
theWorX
Workflow Job
This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
theWorX
Workflow Job
This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
theWorX
Portlet
The purpose is to highlight the time periods where resources are working overtime or working less than 25 hours a week. The thresholds can of course be modified.
theWorX
Portlet
The purpose is to highlight the time periods where resources are working overtime or working less than 25 hours a week. The thresholds can of course be modified.
theWorX
Portlet
The portlet provides a portlet based view of the timeslice settings.
theWorX
Portlet
The portlet provides a portlet based view of the timeslice settings.
theWorX
Presentation (Information)
This intro to timeslices covered an Overview of Timeslice Fundamentals, Terminology, Best Practices, Diagnostics, and the basic SQL Constructs to get you started.
theBasiX
Training Documents
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity.
theWorX
Presentation (Information)
A 2015 RegoU presentation that discussed basic Clarity PPM administration.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews financial processing in Clarity PPM.
theBasiX
Presentation (Information)
RegoU class that discussed how to report on TCO for your organization by business function, application, or service
theBasiX
Presentation (Information)
This class will review various training best practices and training pros and cons.
theBasiX
Presentation (Information)
Maximize the value of your training delivery by increasing end user engagement with the course content.
theBasiX
Presentation (Information)
Discuss best practices and strategies to increase the effectiveness of your virtual courses.
theBasiX
Presentation (Information)
Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users.
theBasiX
Configurations & Apps
Integrates external non-labor financials into Clarity.
theWorX
Configurations & Apps
Integrates external non-labor financials into Clarity.
theWorX
Workflow Job
The Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job.
theWorX
Workflow Job
Updates the resource’s primary skill on the team object.
theWorX
Training Video
A course recording from Rego University 2021. By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
theBasiX
Presentation (Information)
This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies.
theBasiX
Presentation (Information)
Managed your Clarity PPM project in a friendly card view in Trello. Great for simple Agile projects.
theBasiX
Presentation (Information)
Join PPM experts from Mayo Clinic, Trinity Health, IBC, Rego Consulting, and CA to learn how these companies have successfully used Clarity PPM to deal with change and maximize business contribution.
theBasiX
Workflow Job
This job disables all notifications for all resources.
theWorX
Workflow Job
This job disables all notifications for all resources.
theWorX
Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
theBasiX
Workflow Job
Unlocks Clarity projects that have been checked out for over 2 days.
theBasiX
Technical Trick
Tips on changing the number of periods in the DWH for reporting purposes.
theBasiX
Workflow Job
Sets all users email IDs to non-working and a second process to set them back
theWorX
Workflow Job
Sets all users email IDs to non-working and a second process to set them back.
theWorX
Technical Trick
Update portfolio settings in Clarity 13.2+ to allow for more values than the system defaults.
theBasiX
Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
theWorX
Workflow Job
This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
theWorX
Training Documents
A Quick Reference Card to assist in updating the Resource Calendar in Clarity PPM.
theBasiX
Presentation (Information)
RegoU class reviewed existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan.
theBasiX
Technical Trick
Utilize the XML capabilities of Microsoft Excel to compile and create XOG files.
theBasiX
Portlet
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.
theWorX
Portlet
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.
theWorX
Technical Trick
This technical trick provides instructions on how to make bulk additions or changes of users to On Demand environments.
theBasiX
Portlet
Displays all users logged in.
theBasiX
Portlet
Displays all users logged in.
theBasiX
Portlet
Used to identify user edited views of objects and portlets.
theWorX
Portlet
Used to identify user edited views of objects and portlets.
theWorX
Presentation (Information)
A 2019 RegoU presentation that walked through a step-by-step approach to doing application rationalization within your organization.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that walked through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that review how Clarity PPM can be utilized for Program Management.
theBasiX
Technical Trick
Describes how to use uniform colors for all charts.
theWorX
Training Documents
A Quick Reference Card to assist in the use of list views in Clarity PPM.
theBasiX
Training Documents
Rego’s training material for using Open Workbench with Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Resource Finder in Clarity PPM.
theBasiX
Technical Trick
Tips on using the Power BI reports in RegoXchange.
theBasiX
Training Documents
A single sheet document, front and back, that provides reminders on how to use the out of the box Clarity Gantt that was made available starting in v13.0.
theBasiX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Training Video
A video description of how to use the v13 Gantt functionality.
theWorX
Training Documents
Provides an overview of the Common Grid components in Clarity PPM’s Modern UX.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Knowledge Store in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of Organizer in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Guide to using the Clarity PPM Resource Finder in the Classic UX. This document reviews replacing resources.
theBasiX
Training Documents
A Quick Reference Guide to using the Clarity PPM Resource Finder in the Classic UX. This document reviews replacing roles.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Risk Subpage in Clarity PPM.
theBasiX
Technical Trick
Use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field.
theBasiX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Workflow Job
The process adds Project - View Management and Resource – Hard Book instance access right to the team member.
theWorX
Portlet
Displays the rates and its associated elements defined within a rate matrix.
theWorX
Portlet
Displays the rates and its associated elements defined within a rate matrix.
theWorX
Technical Trick
Describes how to grant users the ability to see their old timesheets.
theWorX
Workflow Job
Weekly email to a PM at the end of each week showing the items that the PM needs to do.
theWorX
Workflow Job
Weekly email to a PM at the end of each week showing the items that the PM needs to do.
theWorX
Training Video
Watch Dave demo a XOG overview in this training and read his instructions beneath the video player.
theBasiX
Presentation (Information)
This session reviewed the new user interface and answer some questions you have like: how to use it, where the data comes from, when to use it, and how to deploy it alongside the “traditional” UI. This class also reviewed the latest and greatest from the 15.x releases.
theBasiX
Presentation (Information)
A recorded webinar demonstration on the enhancements found in Clarity 15.8.1.
theBasiX
Presentation (Information)
Rego’s slide deck on the new features added to Clarity with the release of version 15.9.3.
theBasiX
Presentation (Information)
A link for a recorded webinar - moving to the Modern UX in Clarity.
theBasiX
Training Documents
A course recording from Rego University 2021. Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities.
theWorX
Presentation (Information)
A presentation slide deck from Rego University 2021. Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that dove into what Workfront is and how it complements your current Clarity PPM solution.
theBasiX
