Clarity PPM | 5 Tips for Navigating the Modern UX

There are many ways to make the Modern UX easier to navigate, and we've put together several two-minute videos to help. Check them out below, on RegoXchange, and at our YouTube channel. 

This is just a sprinkling of content. If you're ready to take training to the next leVideo_quicktips_Website_Square_Slider copyvel, join us at RegoUniversity this fall in San Diego. It's the largest Clarity PPM knowledge-sharing and networking event of the year. 

Here's a sampling of free course materials we released after last year's conference: 79 free course materials from RegoUniversity 2018.  Early bird tuition for RegoUniversity 2019 is only $800 for a limited time. Click here to learn more. 

Now let's take a look at these Modern UX quick tips:

Play-02 Create a Custom Picklist
Now, Project Managers can create and save custom picklists in the Modern UX roadmaps feature. Discover how to create a custom picklist, and assign a name, settings, and color to it. Use your new picklist across roadmap views. Watch it here.
Play-01 Create a Global Lookup Attribute
Clarity PPM Administrators can use a Global Lookup Attribute to capture data across views. Find out how to create, populate, and deploy it in this quick video tutorial. Watch it here.
Play-03 View Staffing Periods
Project Managers and Resource Managers can view and modify telescoping periods in the Modern UX to drive data. This step-by-step demo shows you how to implement the process in your own workflow. Check it out here.
Play-04 Access My Tasks
This video gives you a quick tip for accessing the My Tasks link, where you can find each task that's assigned to you. You can update properties within the project, update conversations, and monitor project tasks all in one view. Check it out here.
Play-05 Group By on Financial Plans (Cost Plan and Budget Plan)
Explore Group By functionality to transform your data options when you view financial plans. It can be used for both cost plans and budget plans. Watch it here. 
 
 

Check back with us next month for more content from the RegoXchange. Our developers are always adding new material. And to stay current on all things Clarity PPM, subscribe to our blog today.

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Rego also offers free health assessments, webinars, and half-day training classes for CA PPM (Clarity PPM) on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft. 
For a full list of Clarity Services, visit regoconsulting.com

By Camille Pack|April 24, 2019

About the Author: Camille Pack

Camille Pack

Camille Pack has been in marketing for over a decade and started her career as a college composition instructor during graduate school. Technical writing lends itself well to mastery, and in her time at Rego, Camille has offered clients product support, configured environments, and served as both a project manager for an internal reporting group and a business analyst for a large external client. Camille holds an MA in Literature and Writing, a BS in Biology, and is currently Rego’s Marketing Director, where she helps share Rego’s expertise with organizations maturing Project and Portfolio Management.

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