Welcome to the Rego Refresher series! This series of webinars will get “back to the basics” of Clarity and some tips and techniques for getting the most out of your Strategic Project and Portfolio Management solution.

Who is this for? ANYONE in your organization who want to know more about how Clarity and or PPM in general works. We will have focused sessions that outline the intended audience but we want you to share this with any of your colleagues who may be interested and asking for more information!

Session 1: The 4 A’s of Resource Management

This is a great starter session for those new to resource management in Clarity! Learn about the resource management terms, the supporting views and how Clarity supports your best practices. This will even dive into the new “what if” resource scenarios!

  • May 14, 2025 – 11AM Eastern

  • 1 hour
  • Alyson Poston with Mindy Calderon
  • Clarity Admins, Resource Managers, Project Managers and decision makers

Session 2: Project Fundamentals

Learn all about the fundamentals of managing a project in Clarity. This session will cover tentative schedules, auto schedules, dependencies (internal and external), collaboration, and more! This is a great class for those who want to understand the true fundamentals of project management.

  • June 11, 2025 – 11AM Eastern

  • 1 hour
  • Bob Werner
  • Clarity Admins, PMO, Project Managers, Program Managers

Session 3: Portfolio and Program Management

This session will dig deep into the capabilities that come with Clarity’s Hierarchical capabilities and show some creative ways to roll up programs and portfolios along with supporting dashboards and insights.

  • July 16, 2025 – 11AM Eastern

  • 1 hour
  • Brian Toplicar

  • Clarity admins, pmo, program managers, and decision makers

Session 4: The Modern side of Administration

Blueprints, attribute management, rules and jobs. Come take a deep dive into the modern side of administration in this session. We will cover many of the new administrative functions that, when combined, can give you a tailored experience!

  • 1 hour
  • Sam Zacharopoulos
  • Clarity admins, PMO

Session 5: Canvas, Dashboards, Widgets and the new Clarity Reporting

Clarity has introduced a myriad of ways to roll up and report data. But, what is a best practice on what to use and when? In this session, we will first discuss how to create widgets, edit reports and canvases and apply this knowledge to a report. It will then be a roundtable discussion of what to use when. Join this session to learn more about how to get this best data out of clarity.

  • 1 hour
  • Ben Raper
  • Clarity admins, PMO

About the Author: Rego Consulting

As the leading Strategic Portfolio Management (SPM), Project Portfolio Management (PPM), Technology Business Management (TBM), Agile and expert services provider, Rego Consulting has helped hundreds of organizations achieve a higher return on their software investment, including 60% of Fortune 100 and 70% of Fortune 20 companies.

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