Integrations

iHub Integration Platform
Salesforce Integration
SharePoint 2013 (On-premises)
SharePoint Online - Setting Up the Integration
SharePoint Online - Managing Content
JIRA Integration V2

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Add-ins

Data Loader
Document Publisher
Excel Add-in
Embedding Clarizen Widgets in Confluence
Digital Proofing
Clarizen Chrome Extension

Apps

Portfolio Optimizer App
Data Warehouse Export
Action Items and Tasks Import App
Home Portal Overview

API

Web Service API Guide Version 2
REST API Guide Version 2

Release Notes

SPRING 2018 UPDATE 3 (JUNE 10, 2018)

Release at a Glance
Capacity Planning - General Availability
Need Help? New Help Menu and Settings

SPRING 2018 UPDATE 2 (MAY 20, 2018)

Release at a Glance
Permission Access Levels for Sub-Groups
New Time Frame View for Financial Work Items
Text Field Enhancements
SharePoint - Default Integration Path for Related Files
Month in Fiscal Calendar - Starts First Day of the Month

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SPRING 2018 UPDATE 1 (APRIL 29, 2018)

Release at a Glance
Custom Objects - New Get Object By External ID Function for Referencing Custom Objects by External ID
Custom Objects - Icon Library
Clarizen Bot - New and Improved Commands

WINTER 2018 UPDATE 5 (April 8, 2018)

Release at a glance
Custom Objects - General Availability
Define Default SharePoint Folder for Programs and Projects

WINTER 2018 UPDATE 4 (March 11, 2018)

Release at a glance
Editable Non-Labor Resource Fields

WINTER 2018 UPDATE 3 (February 18, 2018)

Release at a glance
Update Non-Labor Resource Amounts from Excel
Add Labor and Non-Labor Resource Columns to the Financial Plan
Create Folders in SharePoint and Link to Clarizen Work Items

WINTER 2018 UPDATE 2 (January 28, 2018)

Release at a glance
Program Management - General Availability
Export Non-Labor Resources to Excel

WINTER 2018 UPDATE 1 (January 7, 2018)

Release at a Glance
Viewing Predecessors and Successors in the Work Plan
A New File Viewer for Viewing and Annotating Files

FALL 2017 UPDATE 4 (December 17, 2017)

Release at a Glance
Work Plan Grid - Improved Functionality
iHub - New Testing Functionality

FALL 2017 UPDATE 3 (December 3, 2017)

Release at a Glance
Slide Publisher Enhancements: Program and Customer-centric Presentations

FALL 2017 UPDATE 2 (November 12, 2017)

Release at a Glance
Fiscal 4-5-4 Calendar View Enhancement

FALL 2017 UPDATE 1 (OCTOBER 29, 2017)

Release at a Glance
Program Management (Controlled Availability)
Permission Access Levels - General Availability
Plan Non-Labor financials at quarter and year time frames
Improved view of fiscal year in Financial Planning view
Slide Publisher support for Rich Text Area content

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SUMMER 2017 UPDATE 5 (OCTOBER 1, 2017)

Release at a Glance
Non-Labor on Milestones
Cases Inherit from Work Items
Suppress emails to Admins when new users are added
Overview field support in API - Predictable external ID

SUMMER 2017 UPDATE 4 (SEPTEMBER 10, 2017)

Release at a Glance
"Date Range" filter integrated in new Filter manager area
Admins can see all Reports and Dashboards
Rich Text custom fields
Overview Field - workflow & configuration support
Permission Access Levels - from Project Template

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SUMMER 2017 UPDATE 3 (AUGUST 20, 2017)

Release at a Glance
Retain Column Width
Apply Task Assignment from Projects Resource Planning

SUMMER 2017 UPDATE 2 (JULY 30, 2017)

Release at a Glance
Financial Planning - Actual Costs - Capex/Opex & Labor/Non-Labor
Financial Planning - Save Non-Labor in Project Templates
Financial Planning - Export Summary to Excel
Bubble and Scatter Charts - Overlap Detections
Permission Panel- Add Peek Eye for Users and Groups

SUMMER 2017 UPDATE 1 (JULY 16, 2017)

Release at a Glance
Filter Visibility
Subject e-mail line
Financial Planning - General Availability
Financial Planning Quarter and Year Periods
Financial Planning Budget Conflict Indicators

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SPRING 2017 UPDATE 6 (JULY 2, 2017)

Release at a Glance
Resource Planning: Apply Task Assignment total to Project
New Budget Cost fields for Work Items
CAPEX/OPEX tracking with Expense Type field for Work Items
Financial Planning - Labor Costs & Revenues

SPRING 2017 UPDATE 5 (JUNE 18, 2017)

Release at a Glance
Updated Widget Sharing Capabilities
Financial Planning Field Picker Enhancements

SPRING 2017 UPDATE 4 (June 4, 2017)

Release at a Glance
Financial Planning View Enhancement

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
Project Financial Planning
Reporting Usability Enhancements
Gantt Printing Improvements
IT Best Practices
Excel Import for Data Objects and General Availability

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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

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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?

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Reporting

Reports & Dashboards

Reports & Dashboards Overview
Getting Started with Reports
Creating a Report
Creating a Dashboard
Standard Reports List

Slide Publisher

Slide Publisher Introduction
Installing Slide Publisher
Building the Presentation
Uploading and Publishing the Presentation
Color Format in your Slide Publisher
SSO for Slide Publisher

Reporting Best Practices

Introduction
Project Highlight Report
Period Project Report (PPR)
Project Manager Reports

Product Documentation

Clarizen Bot

Overview
Installing Clarizen Bot
How does Clarizen Bot work?

Getting Started with Clarizen

What is Clarizen?
Glossary of Terms
Supported Browsers
Keyboard Shortcuts
Editions and Licensing
User Types/Roles

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Working With Clarizen

Logging In
Importing and Updating Data Using MS Excel
Clarizen Home
About the Masthead
Personalizing My Details
Clarizen Views

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Work Items

Work Items Overview
Shortcuts
Adding Dependencies
Reporting Progress
Lifecycle States
Resource Calendar

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Cases

Cases Overview
Case Types
Case Modules
Case Detail View
Creating a Case
Case Assignment and Life Cycle

Social

Social Overview
About the Social Module
Discussions
Discussion Groups
Working With Emails
Customization for Social

Expense Sheets

Expense Sheets Overview
Expense Sheets Module Overview
Creating New Expense Sheets
Adding New Expenses
Expense Sheet Approvals

Timesheets

Timesheets Overview
Timesheet Module
Setting Reportable Work Items
Adding New Time Entries
Timesheet Approvals
Stopwatch

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People Management and User Groups

People Management Overview
Inviting New People
People Administration
People Module
User Detail View Navigator
User Detail Layout

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Job Titles

Managing Job Titles

Customers

Customers Overview
Adding New Customers
Linking Customers to Projects and Cases
Customer Contacts
Customers Module
Customer Detail View Navigator

Templates

Templates Overview
Template Types
Creating New Templates
Creating New Items From Templates
Overriding Templates
Template Module Grid

Alerts

Alerts Overview
Alert Types
Alerts in the Masthead
Working With Alerts
Alerts Summary
Alerts Module

Settings

Settings Overview
Global Settings
Configuring fiscal calendar year
System Settings
Profiles
InterAct Settings

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Configurations

Configurations Overview
Custom Panels
Custom Pages
Field Types
Customizing Item Types - Data Objects and Business Rules
Formula Editor

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Project Resource Planning and Management

Managing Resource Loads
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

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Financial Planning

Financial Planning Overview
Setting Up Financial Planning (Admins)
Working with Financial Planning (Project Managers and Controllers)
Financial Planning Best Practices
Advanced Configuration Options
Financial Planning Report Examples

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Capacity Planning

What is Capacity Planning? An Introduction
Getting Started - Preparing Your Environment
Requesting Resources
Managing Requests and Optimizing Resource Utilization
Project and Task Assignment

Clarizen Mobile

Clarizen Mobile Overview
Mobile Login
Navigating the Mobile App
Mobile Module & Detailed Views
Mobile Social
Mobile App Best Practices

Best Practices

IT Best Practices Introduction
IT Project Creation
IT Request Intake
Professional Services Introduction
Professional Services Project Creation
External Collaborator

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Reports, Functions, Fields, and Relation Tables

22.1 Clarizen Reports
Clarizen Functions
22.3 Clarizen Fields
22.4 Clarizen Relations

Tutorial Videos

Tutorial Videos

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

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Instructor-Led Training (ILT)

Class Schedule

Quick Tips and Tutorials

Resource Management
Time Tracking
Reporting Basics
How to Use Slide Publisher
Work Policy Tutorial

Community Join the conversation on
Clarizen's community.

Release notes Learn about new features and enhancements

Training Go on a guided tour

Product documentation Learn how to use Clarizen and read about best practices

Reports Review report and dashboard options.
Set up Slide Publisher for PowerPoint.

Integrations Extend the platform to work with your existing systems

Featured articles

Best Practices: Resource Management: Build a Detailed Project Plan
Video: See how to get real-time data on the fly with Clarizen Bot for Slack
Best Practices: Status Reporting: Slide Publisher

Events

Jun 6-7

Gartner Program Portfolio Management Summit EMEA

London, UK

Jun 12-14

Gartner Program Portfolio Management Summit US

National Harbor, MD