Rego Refresher Series

Rego Refresher Series 2, Session 1: Resource Management 2.0

• Presented by: Alyson Poston, Chief Customer Success Officer, and Brian Toplicar, Sr. Solutions Consultant, at Rego Consulting
• About this session: In this session, we will dig deeper into the Resource Management capabilities of Clarity. We will explore the staffing module, the resource profile updates in modern, as well as the resource directory. This is a build-up of the “4 A’s of resource management” which will be reviewed in the session, also.
• Recommended for: All Clarity users—particularly Resource Managers, Project Managers, and Team Leads at any organizational maturity stage—who want practical tips for utilizing staffing pages, balancing team availability, and reconciling resource allocation curves.

Rego Refresher Series 2, Session 2: New Reporting in Clarity

• Presented by: Bob Werner, Sr. Director Sales Engineering, and Alyson Poston, Chief Customer Success Officer at Rego Consulting
• About this session: Clarity’s report writing capabilities are expanding and giving more capabilities to organizations. In this session, we will re-cap what tools come with Clarity out of the box and explore new features and options.
• Recommended for: Business users looking to confidently request and design visual reports/dashboards, and technical teams wanting a high-level understanding of how data providers and the backend warehouse support these reporting capabilities.

Rego Refresher Series 2, Session 3: AI in Clarity

• Presented by: Bob Werner, Senior Director Sales Engineering, and Brian Toplicar, Sr. Solutions Consultant at Rego Consulting
• About this session: AI tools are everywhere … including Clarity! But can you turn them on without disrupting your world? In this session, we will cover how to set up AI, writing good prompts, and some practical, real-world examples of how it can enhance your PPM journey.
• Recommended for: Leadership teams, project managers, and system administrators looking to understand how AI can enhance project reporting, risk tracking, and portfolio health in Clarity, as well as how to securely set up, write effective prompts, and configure the backend LLM.

Rego Refresher Series 2, Session 4: Financials in Clarity

• Presented by: Sam Zacharopoulos, Clarity Functional Lead, and Alyson Poston Chief Customer Success Officer at Rego Consulting
• About this session: This is a “back-to-basics” session about how Financials work in Clarity. From prerequisite set-ups to reviewing actuals, this is a session designed to make Financials easier to understand and see the true value of your people and work.
• Recommended for: General users, project managers, and anyone needing a foundational, “back-to-basics” understanding of basic financial structures, planning costs, and governance processes in Clarity.

Rego Refresher Series 2, Session 5: Your “Free” App Engine Builder in Clarity

(AKA CIT’s for everyone!)

• Presented by: Ben Raper, Principal Consultant – Clarity / Value Ops, and Michelle Merriam-Day, Clarity Solutions Architect at Rego Consulting
• About this session: Did you know you have one of the easiest to use Application builder embedded in Clarity? Did you know that you can use Clarity’s administration to build out forms and track things that take you WAY beyond traditional projects? In this session we will walk through how to create CIT’s and how discuss some real-world examples of how Clarity has empowered organizations with non traditional Investments!
• Recommended for: Clarity administrators, managers, and organizations looking to expand beyond traditional project tracking by leveraging Custom Investment Types (CITs) to build tailored modules, manage Agile or strategic work items, and build advanced reporting hierarchies.

Rego Refresher Series 1, Session 1: The Fundamentals of Managing Resources in Clarity

• Presented by: Alyson Poston, Chief Customer Success Officer, and Mindy Calderon, Senior Educator, at Rego Consulting
• About this session: This introductory session moves beyond data entry, focusing on the “Handshake” that drives project success. We will explore core terms, supporting views, and new “what-if” resource scenarios for proactive planning. Key takeaways include:
  • The 4 A’s Framework: A deep dive into Availability, Allocation, Assignment, and Actuals—and why the sequence matters.
  • The Calendar Engine: Manage global holidays and regional availability, including tips for syncing Outlook/SAP to Clarity.
  • Agile vs. Waterfall: Maintain a disciplined resource pipeline while allowing Agile teams the flexibility of “Self-Selection.”
  • The “Handshake” Mechanics: Use the Modern UX Staffing Workspace to identify mixed bookings and keep PMs and Resource Managers in sync.
  • Pro-Tip: Use “Allocate from Estimates” to true-up your plans instantly.
• Recommended for: Clarity Admins looking to streamline global calendars, Resource Managers seeking better visibility, and Project Managers who want to master the “Handshake” and stop breaking resource links.

Rego Refresher Series 1, Session 2: Project Management Fundamentals

• Presented by: Bob Werner, Senior Director Sales Engineering, Rego Consulting
• About this session: Learn the essential fundamentals of managing projects within Clarity. This session will cover tentative schedules, auto schedules, dependencies (internal and external), collaboration, and more. This is a valuable session for those seeking to understand the core principles of project management. What you’ll learn:
  • Smart Scheduling: Master “What-If” tentative schedules and the Auto-Schedule engine to map critical paths without disrupting live data.
  • UI Personalization: Use the “Help Text” hack to embed process images and PNGs directly into your blueprints for instant user guidance.
  • Dynamic Governance: Use Business Rules to hide/show tabs (Financials, Risks, etc.) based on project status, reducing clutter for your team.
  • Cross-Project Clarity: Leverage the new “Task List” to view and manage work across your entire portfolio in one screen.
• Recommended for: Project Managers looking to modernize their approach to and/or consolidate their work management tools, and Administrators wanting to architect a simpler, more visual user experience for their teams.

Rego Refresher Series 1, Session 3: Portfolio and Program Management

• Presented by: Brian Toplicar, Sr. Solutions Consultant at Rego Consulting
• About this session: This session moves beyond basic grid views to explore Clarity’s powerful Hierarchical and Roadmapping engines. We will demonstrate how to transform scattered manual data into streamlined, real-time insights—without writing a single line of code. What you’ll learn:
  • Hierarchies: How to build “”containers for insights”” that automatically roll up financials, risks, and status from the project level to the executive suite.
  • Roadmapping & Scenarios: Learn the “”What-If”” game. See how to model a new initiative and instantly visualize its impact on your budget and resource “”cut-lines.””
  • The Modern Canvas: A guide for non-technical users to build interactive dashboards that serve as an executive’s “”one-stop-shop”” home page.
  • Rego Innovation: A sneak peek at automated prioritization rules to rank your portfolio based on business alignment and ROI.
• Recommended for: Decision makers seeking clarity, PMOs tired of manual reporting, and admins looking to master Modern UX Blueprints.

Rego Refresher Series 1, Session 4: The Modern side of Administration

• Presented by: Bob Werner, Sr. Director Sales Engineering, and Alyson Poston, Chief Customer Success Officer at Rego Consulting
• About this session: This session will delve into the modern side of administration in Clarity, covering features such as Object Blueprints, Business Rules, Actions Framework, Attribute Management, and Notifications. We will explore how these new administrative functions, when combined, can provide a tailored experience for your users and solve common challenges like connecting the dots between blueprints, attribute re-labeling, field-level security, and managing views. By attending this webinar, you will be able to:
  • Master Modern Admin Basics: Gain a comprehensive understanding of key modern administration topics.
  • Connect the Dots: Learn how to effectively combine new administrative functions for a seamless Clarity experience.
  • Compare and Contrast: Understand the differences and similarities between Modern and Classic Clarity Administration.
  • Gain Practical Skills: Discover tips and tricks to build your knowledge and break down barriers to administrative changes.
  • Improve Your Workflow: Reduce time spent on administration and gather creative problem-solving ideas for your business users.
• Recommended for: Clarity Product Owners, System Administrators, Clarity Technical Consultants, Clarity Functional Consultants who enjoy self-serving their configuration, and passionate Clarity users On File to dive into modern administration.

Rego Refresher Series 1, Session 5: Clarity Reporting Fundamentals

• Presented by: Ben Raper, Principal Consultant – Clarity / Value Ops, and Alyson Poston, Chief Customer Success Officer at Rego Consulting
• About this session: The Modern UX has fundamentally changed the reporting landscape. From the “Rule of 10” in Canvas Dashboards to the “near real-time” power of the New Reporting Workspace, there is a better way to visualize your portfolio. Join Ben Raper and Alison Poston for a high-impact session on choosing the right reporting tool for every use case. Whether you need a live project status or pixel-perfect trend analysis, this webinar provides the definitive “what-to-use-when” roadmap. Key takeaways:
  • The Jaspersoft Sunset Roadmap: Which legacy reports can move to the New Reporting Workspace, and which require the power of Power BI/Tableau?
  • Mastering the Canvas Dashboard: Learn how to overcome the “blank page” and build interactive homepages that drive 100% team adoption.
  • Near Real-Time Insights: A first look at the New Reporting Workspace—how it leverages the Data Warehouse for object-based reporting without the technical overhead.
  • Cross-System Visibility: When and why to move data into third-party BI tools to merge Clarity data with outside sources like Jira or SAP.
  • The Power User’s Flowchart: A simple mental framework to help you choose between Native Views, Portlets, Widgets, and external Reports.
• Recommended for: Clarity admins, Project Managers, PMO members, and anyone who uses Clarity and wants to learn how to self-serve their own reporting needs and get the most out of their data. This session is for all users, whether you’re a beginner wanting to understand the basics or a power user looking for a refresher on all the available options.