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Best Practices

Introduction

IT Best Practices Intro

Project Creation

Introduction
Creating new projects

Request Intake

Introduction
Creating new requests
Manage incoming requests
Manage approvals of requests
Convert requests to projects/work

Resource Management

Introduction
Identify initial need for Project Pool
Locate and assign resources to Project Pool
Build a detailed project plan
Assign work from resource pool
Resource balancing

Status Reporting

Introduction
Slide Publisher
Project Highlight Report
Period Project Report (PPR)
Scheduled Reports

External Collaborator Solution for Professional Services

Video: External Collaborator Solution

Change Management

Video: Goals of change management
Video: Leadership approaches to managing change
Video: MedImpact - Tackling the big obstacles of managing change

Release Notes

SPRING 2017 UPDATE 5 (JUNE 18, 2017)

Release at a Glance
Updated Widget Sharing Capabilities
Color Format in your Slide Publisher
Financial Planning Field Picker Enhancements

SPRING 2017 UPDATE 4 (June 4, 2017)

Release at a Glance
Financial Planning View Enhancement
SSO to Slide Publisher

SPRING 2017 UPDATE 3 (MAY 14, 2017)

Release at a Glance
Financial Planning View Layout Option
Time Phase Data Configuration Support
Time Phase Custom Field Support
Export to and Import from Excel

Spring 2017 UPDATE 2 (April 23, 2017)

Release at a Glance
"Requested" State for Work Items
Default State of "New Items" via Configurations
Filter on Skills in Resource Load
Log into your Sandbox from Mobile App

Spring 2017 UPDATE 1 (April 2, 2017)

Release at a Glance
Slide Publisher
Project Financial Planning
Reporting Usability Enhancements
Gantt Printing Improvements
IT Best Practices

See all 11 articles

Winter 2017 UPDATE 5 (March 5, 2017)

Release at a Glance
Information-rich Project Overview
Invite of users via Excel sends summary email to admins
Rich-Text support as default in Discussion Posts
Functions for Task Assignment

Winter 2017 UPDATE 4 (February 19, 2017)

Release at a Glance
Support for "Multi Select Picklist" fields

Winter 2017 UPDATE 3 (February 5, 2017)

Release at a Glance
Additional Resource Utilization Reports
New Resource Planning View

Winter 2017 UPDATE 2 (January 22, 2017)

Release at a Glance
Enhancements to the Resource Utilization report
Support for sorting by reference to object fields in charts
API support for Project Assignment
Enhancements to the Excel Import

WINTER 2017 UPDATE 1 (JANUARY 8, 2017)

Release at a Glance
Improved Bubble and Scatter charts
Resource Load and Resource Planning view performance improvements (BETA)
Whitelisting external IP addresses
Data import from Excel enhancements
Total values in the Resource Planning view

See all 7 articles

WINTER 2016 UPDATE 25 (DECEMBER 11, 2016)

Clarizen integration with NetSuite (BETA)
Release at a Glance
Resource Utilization report enhancements
Data import from Excel enhancements
Resource planning enhancements

Summary of Clarizen Updates and Releases

? Summary of Clarizen releases and updates
? Features available in Clarizen Labs
? How do I get notified when new features are released?

FALL 2016 UPDATE 24 (November 27, 2016)

Release at a Glance
Resource load as a module
Preventing iHub sync failures due to maximum char overflow
Clarizen and SharePoint Online integration enhancements
Configurable Add/Edit screen for Clarizen items
Configurable Details page for Clarizen items

FALL 2016 RELEASE: WHAT'S NEW

Release at a Glance (Fall 2016)
Project and task resource planning
Resource load usability improvements
New views
Redesigned Login page

FALL 2016 UPDATE 22 (OCTOBER 30, 2016)

Release at a glance (Update 22)
Clarizen integration with SharePoint Online
Resource utilization report
Import from Excel (BETA)
Adding work items from the Tasks module
New filter for timesheets to view work items with reported time

See all 8 articles

FALL 2016 UPDATE 21 (OCTOBER 5, 2016)

Release at a glance (Update 21)
Synchronization status alert for Clarizen integration with JIRA
Importing multiple managers for a work item using Data Loader

FALL 2016 UPDATE 20 (SEPTEMBER 18, 2016)

Release at a glance (Update 20)
Displaying values in stacked bar charts
Dependent picklists (GA)

FALL 2016 UPDATE 19 (SEPTEMBER 4, 2016)

Release at a glance (Update 19)
Fiscal year support
Clarizen mobile app for Android

SUMMER 2016 UPDATE 18 (AUGUST 14, 2016)

Release at a glance (Update 18)
Project assignment defaults to zero for Project Resource planning

SUMMER 2016 UPDATE 17 (JULY 31, 2016)

Release at a glance

SUMMER 2016 UPDATE 16 (JULY 17, 2016)

Release at a glance
Respond to emails sent from Clarizen using Reply instead of Reply All
Data warehouse export of flat files to Box
Dependencies based on selection order setting

SUMMER 2016 UPDATE 15 (JULY 3, 2016)

Release at a Glance
The new GetWidgetHyperLinkWithPassword() function
Column width adjustment is persistent between sessions
Downloading files from the Summary card in Social
Changing color of the icons in the navigation bar

SPRING 2016 RELEASE: WHAT'S NEW

Watch the Spring 2016 Product Webinar
Release at a Glance
Portfolio Optimizer
Project resource planning
Packaging configurations and components for migration or backup
Clarizen integration with SharePoint 2013

See all 12 articles

SPRING 2016 UPDATE 13 (JUNE 5, 2016)

Release at a Glance
Enhanced app upgrade process

SPRING 2016 UPDATE 12 (May 22, 2016)

Release at a Glance
Selecting display units for the Y-Axis in charts
The 'Show all replies' link in the Social module expands all discussions
Fitting a dashboard to one page for PDF export

SPRING 2016 UPDATE 11 (May 8, 2016)

Release at a Glance
New alert pop-up message for users
Inline editing for fields in the grid view (Preview mode)
Administrators automatically granted edit privileges for private items

SPRING 2016 UPDATE 10 (APRIL 17, 2016)

Release at a Glance
Configuring and branding user interface for a profile
Enforcing password protection for widget sharing
Removed redundant fields in the Licenses module

SPRING 2016 UPDATE 9 (APRIL 3, 2016)

Release at a Glance
Adding items to your Favorites list
New user free trial increased from 14 to 30 days

SPRING 2016 UPDATE 8 (MARCH 20, 2016)

Release at a Glance
Project Utilization (via Clarizen Labs)
New Look for Users' Profile Pictures/Avatars

SPRING 2016 UPDATE 7 (March 13, 2016)

Release at a Glance
Managing the new user welcome message posted to the All Company group
Associate specific Case sub-items (i.e. requests, issues, risks, and bugs) as related items in discussion groups
Synchronizing data at an item type level for iHub integrations
Display options for data in charts and report results for relations and multi-select picklists

See all sections...

Getting Started

New users

Logging into an SSO-enabled (secured) Clarizen environment
How to accept a Clarizen invitation by email
Customize your homepage
Manage your password
Start a discussion
Respond to a discussion post

Quick Reference Cards (QRC)

QRC: Types of Social notifications
QRC: Project-level roles in Clarizen
QRC: Sharing views in Clarizen

Success Plans

Overview of Success Plans (2015*)
Managing your Sandbox environment

Product Documentation

Slide Publisher

Overview
Installation
Building the Template with Slide Publisher MS PowerPoint Add-On
Upload and publish slide deck

PROJECT FINANCIAL PLANNING

Overview of Financial Planning
Financial planning views
Non Labor Resources (NLR's)
Project Summary mode
Calculations and multi-currency support
Best practices

See all 7 articles

IMPORTING AND UPDATING DATA USING MS EXCEL

When can I use MS Excel to import or update data in Clarizen?
Importing or updating data using MS Excel

Resource Utilization

Overview of the Resource Utilization report
Resource utlization - terminology
Data used in the Resource Utilization report
Setting target utilization for users
Configuring resource utilization categories

Project Resource Planning and Management

Why plan resources at the project level?
Project resource planning overview
Enabling time-phased project resource planning
Assigning resources for a project by time period
Reviewing and leveling capacity of resources across projects

1 - Overview

1.1 What is Clarizen?
1.2 Glossary of Terms
1.3 Keyboard Shortcuts
1.4 User Types/Roles
1.5 Editions and Licensing
1.6 Supported Browsers

See all 7 articles

2 - Working With Clarizen

2.1 Logging In
2.2 Clarizen Home
2.3 About the Masthead
2.4 Personalizing My Details
2.5 Clarizen Views
2.6 Calendar View

See all 10 articles

3 - Social

3.1 Social Overview
3.2 About the Social Module
3.3 Discussions
3.4 Working With Emails
3.5 Customization
3.6 Discussion Groups

4 - Work Items

Multiple Managers for Projects and Work Items
4.1 Work Items Overview
4.2 Work Item Types
4.3 Work Item Module
4.4 Work Items Detailed View
4.5 Resource Management

See all 10 articles

5 - Cases

5.1 Cases Overview
5.2 Case Types
5.3 Modules
5.4 Case Detail View
5.5 Creating a Case
5.6 Case Assignment and Life Cycle

6 - Expense Sheets

6.1 Expense Sheets Overview
6.2 Expense Sheets Module Overview
6.3 Creating New Expense Sheets
6.4 Adding New Expenses
6.5 Expense Sheet Approvals

7 - Timesheets

7.1 Timesheets Overview
7.2 Timesheet Module
7.3 Setting Reportable Work Items
7.4 Adding New Time Entries
7.5 Timesheet Approvals
7.6 Stopwatch

See all 7 articles

8 - Approvals

8.1 Approvals Overview
8.2 Expense Sheet Approvals
8.3 Timesheet Approvals

9 - People Management

9.1 People Management Overview
9.2 Inviting New People
9.3 Administration
9.4 People Module
9.5 User Detail View Navigator
9.6 User Detail Layout

See all 7 articles

10 - Customers

10.1 Customers Overview
10.2 Adding New Customers
10.3 Linking Customers to Projects and Cases
10.4 Customer Contacts
10.5 Customers Module
10.6 Customer Detail View Navigator

11 - Templates

11.1 Templates Overview
11.2 Template Types
11.3 Creating New Templates
11.4 Creating New Items From Templates
11.5 Overriding Templates
11.7 Template Module Grid

12 - Alerts

12.1 Alerts Overview
12.2 Alert Types
12.3 Alerts in the Masthead
12.4 Working With Alerts
12.5 Alerts Summary
12.6 Alerts Module

13 - Reports & Dashboards

13.1 Reports & Dashboards Overview
13.2 Getting Started
13.3 Creating a new report
Grouping data in the Report Results panel
13.4 Creating a New Dashboard
13.5 Standard Reports List

14 - Recycle Bin

14.1 Recycle Bin Overview
14.2 Recyclable Items
14.3 Recycle Bin Life Span
14.4 Restore
14.5 Permanent Deletion

15 - Settings

Whitelisting external IP addresses
Configuring fiscal calendar year
Configuring settings for a profile
Data Model
15.1 Settings Overview
15.2 Global Settings

See all 11 articles

16 - Add Ons And Integrations

Embedding Clarizen Widgets in Confluence
Portfolio Optimizer App
Data Warehouse Export
Action Items and Tasks Import App
16.15 Gainsight Integration
16.1 iHub Integration Platform

See all 19 articles

17 - Miscellaneous

Test search page
17.1 Walkme
17.2 Work Policy

18 - Skills

18.1 Managing Skills

19 - User Groups

19.1 Managing Groups

20 - Job Titles

20.1 Managing Job Titles

21 - Clarizen Mobile

21.1 Clarizen Mobile Overview
21.2 Mobile Login
21.3 Navigating the Mobile App
21.4 Mobile Module & Detailed Views
21.5 Mobile Social
21.6 Mobile Future Release

22 - Reports, Functions, Fields, and Relation Tables

22.1 Clarizen Reports
22.2 Clarizen Functions
22.3 Clarizen Fields
22.4 Clarizen Relations

Tutorial Videos

Tutorial Videos
Clarizen Mobile Tutorial
Clarizen Profiles Tutorial

Training

Clarizen Foundation Training On Demand

? Foundation Training Overview **START HERE**
Clarizen Orientation - Getting Started
Project Mgmt 101: Part 1 Building Projects and Templates
Project Mgmt 101: Part 2 Planning, Staffing, and Activation
Project Mgmt 101: Part 3 Project Execution and Reporting Progress and Time
Project Mgmt 101: Part 4 Basic Case Management

See all 11 articles

Instructor-Led Training (ILT)

Class Schedule

Quick Tips and Tutorials (Under Development)

Work Policy Tutorial

Product documentation Learn how to use Clarizen.
Explore content, QRCs and videos.

Release notes Explore what's new in the latest
release.

Training Access Clarizen's Current Training Materials.

Getting started New to Clarizen?
Start here.

Community Join the conversation on
Clarizen's community.

Best practices Learn how to configure Clarizen
based on your business processes.

Featured articles

Events

6

APR

Webinar: 2017 Spring Product Release + Recent Enhancements Recap

8:00 AM PDT | 11:00 AM EDT

Featured video

External Collaborator Solution

A new way of collaborating and delivering results throughout the service delivery life-cycle.

Did you know?

Clarizen "Leads the Pack"

Clarizen named a leader in The Forrester Wave™: Enterprise Collaborative Work Management, Q4 2016.

Clarizen is a global leader in collaborative work management software, bringing together cross-company project management, configurable workflow automation,
in-context collaboration and a tailored, role-based experience, all built on a secure, scalable enterprise platform.

Stay up-to-date on the latest news, product updates and best practices:

SUBSCRIBE HERE

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