Clarity · Clarity TF · version 2.15.02
Help
Using the plan
Getting started
Sign in, find your way around the screen, and move through the dates.
Reading the plan
What every colour, letter, hatch, dot and bar on the plan means.
Filling in the plan
Paint days with a colour, clear them, and read the double-booking warning.
Who's free? - finding cover
Select the days you need covered and Clarity Resource lists who is genuinely free.
Filters - showing only what you need
Narrow the plan to today, a week, one person, one site, or the people actually on site.
Spotting days with no cover
Give a project an end date and Clarity Resource flags weekdays with nobody on site.
Printing and sending a PDF
Export exactly what is on screen as a one-page landscape PDF.
Reports
How the resource is being used: each person's utilisation, who is on which site, and where the weeks ahead are short or over.
Setting things up
Projects and people
Add a project, put people on it, and keep everybody's details in one place.
The key - colours, letters and what they mean
Rename, recolour and add statuses, and decide how each one behaves.
Bank holidays
Bank holidays are worked out for you; add shutdowns or remove days that don't apply.
Sharing the plan with site teams
Everyone gets a private link showing only the sites they're on - send it, re-send it, or switch it off.
Company branding
Put your company's name, logo and colour on Clarity Resource, the links, the PDF and the emails.
Users, signing in and two-step
Invite the people who build the plan, sign in safely with a code from your phone, and get back in if you forget your password.
Site teams and devices
Clarity TF: fees
Fees and stages
Give a project its client, status, dates, fee and stages, and mark the stage it is at.
The rate card
What each role charges a client an hour, and what the hour costs your firm - dated.
Your headed paper
Your address, company number, VAT and who signs, for the fee proposals and letters you send.
When something is not right
Nothing matches that. Try a single word, or Common questions.
The whole manual on one page — to print it, or to search the lot with Ctrl+F.