Clarizen Success

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Hybrid Solution

Boards

Boards overview
Board permissions and access
Owner, Editor, and Viewer mapping
Board filters

Flat Grid View

Customize Grid settings

Card view

Configuring card views

Roadmap views

Configuring portfolio and project roadmaps

Integrations

Integrations

Cloud-Based User Provisioning with OneLogin
SharePoint Bi-directional folder sync.
Client Certificate-Based API Authentication
iHub Integration Platform
iHub - Export Sync Log to Excel
iHub Synchronization Aging

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Clarizen One Bot for Microsoft Teams and Slack

Overview
Installing Clarizen Bot
Working with Clarizen Bot

Add-ins

Data Loader
Data Loader - Download Fields in Rows
Document Publisher
Excel Add-in
Excel Add-In - Passing Custom URL and HTTP Headers
Embedding Clarizen Widgets in Confluence

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Apps

Data Warehouse Export Supports Google Cloud Storage
Entity Fields Selection
SFTP Server Connectivity
Email Notification when Data Warehouse Export Starts
Define Criteria for Data Extraction
Data Warehouse Export Supports Multiple Daily Runs

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API

Web Service API Guide Version 2
REST API Guide Version 2
API support for Project Assignment
API Keys Support
API Extraction of Deleted Time-phased Data
Upsert Feature in API

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Clarizen One Release Notes

2022 Release Notes

Winter 2022 (January 30, 2022)

2021 Release Notes

Fall 2021 (October 3, 2021)
Summer 2021 (July 25, 2021)
Spring 2021 Update 4 (July 4, 2021)
Spring 2021 Update 3 (June 13, 2021)
Spring 2021 Update 2 (May 23, 2021)
Spring 2021 Update 1 (April 25, 2021)

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2020 Release Notes

Fall 2020 Update 3 (December 6, 2020)
Fall 2020 Update 2 (November 15, 2020)
Fall 2020 Update 1 (October 25, 2020)
Fall 2020 (October 4, 2020)
Summer 2020 Update 3 (September 6, 2020)
Summer 2020 Update 2 (August 16, 2020)

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2019 Release Notes

Fall 2019 Update 3 (December 15, 2019)
Fall 2019 Update 2 (November 24, 2019)
Fall 2019 Update 1 (October 15, 2019)
Summer 2019 Update 3 (September 15, 2019)
Summer 2019 Update 2 (August 18, 2019)
Summer 2019 Update 1 (July 7, 2019)

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2018 Release Notes

Fall 2018 Update 3 (November 25, 2018)
Fall 2018 Update 2 (November 4, 2018)
Fall 2018 Update 1 (October 14, 2018)
Summer 2018 Update 4 (September 2, 2018)
Summer 2018 Update 3 (August 12, 2018)
Summer 2018 Update 2 (July 22, 2018)

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2017 RELEASE NOTES

Fall 2017 Update 4 (December 17, 2017)
Fall 2017 Update 3 (December 3, 2017)
Fall 2017 Update 2 (November 12, 2017)
Fall 2017 Update 1 (October 29, 2017)
Summer 2017 Update 5 (October 1, 2017)
Summer 2017 Update 4 (September 10, 2017)

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2016 RELEASE NOTES

Winter 2016 Update 25 (December 11, 2016)
Fall 2016 Update 24 (November 27, 2016)
Fall 2016 Update 23 (November 13, 2016)
Fall 2016 Update 22 (October 30, 2016)
Fall 2016 Update 21 (October 5, 2016)
Fall 2016 Update 20 (September 18, 2016)

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Summary of Clarizen Updates and Releases

? Summary of Clarizen One releases and updates
? How do I get notified when new features are released?

WINTER 2015-2016 RELEASE: WHAT'S NEW

Watch the Winter '15 '16 Product Webinar
Release at a Glance
Interactive and Actionable Calendar View
External Collaborator Solution
Real-Time Updates for Multiple Editors
Document Publisher Support for PowerPoint with Macros

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Fall 2015 Update 6 (November 22, 2015)

Release at a Glance
View Permissions for a Project in the Enhanced Permissions Mode
Usability Improvements for Dashboards with Two or Three Columns
Color-coding Enhancements for the Gantt View
Color-coding Enhancements in the Calendar View

Fall 2015 Update 5 (November 8, 2015)

Release at a Glance
Standard Colors for Work Item State Field in Charts
Gantt View Print Enhancements
Calendar View
Multiple Managers for a Work Item

FA'15 Update 4 (October 25)

Release at a Glance
Calendar View
Performance Improvements for Projects
Sorting Order in Charts
Activity Feed Notifications on Clarizen Mobile App

FA'15 Update 3 (October 11)

Release at a Glance
JIRA Integration
Enhancements to Resource Overload Display in the Team Panel
iHub Usability Improvements

FA'15 Update 2 (September 15)

Release at a glance
Interactive Gantt View for Projects
Sharing Reports, Dashboards and Projects
License Management Module

Notices

SameSite Cookie Behavior Changes in Google Chrome

Reporting

Reports & Dashboards

Enhancement: Hiding Grand Totals in Crosstab Tables
System Performance Report
Reports & Dashboards Overview
Getting Started with Reports
Creating and Using Reports
Time-phased Resource Utilization and Financial Reports

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Slide Publisher

Slide Publisher Introduction
Installing Slide Publisher
Building the Presentation
Program and Customer-centric Presentations
Meeting Notes, Action Items, and Decisions in Slide Publisher
Uploading, Publishing, and Scheduling

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Reporting Best Practices

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

Product Documentation

Getting Started with Clarizen One

Editions and Licenses
Glossary of Terms
Supported Browsers
Keyboard Shortcuts
Intro to User Types, Roles, and Permissions
User Types

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Working with Clarizen One

Work Items Overview
Work Item Module
Understanding Work Policy Logic
Projects
Interactive Gantt
The Roadmap

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My Work

My Work for Team Members
Task Widgets and Grid
Submitting Time
Configuring My Work

Strategic Planning

New Clarizen One UI (General Beta)
Portfolio Roadmaps (with Milestones)
Program and Project Roadmaps
Add legacy roadmap widget to Projects
Goal Management: Planning and Tracking with Objectives, Targets and Contributions
Renaming Objectives, Targets and Contributions

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
Notifying Users When They are Added to a Group

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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
Set Timesheet Approvals for Projects

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People Management and User Groups

People Management Overview
Inviting New People
People Administration
People Module
User Detail Layout
Licenses Module

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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
Creating New Templates
Improved Template Management and Usability
Overriding Templates
Accessing Templates Using the Templates Module

Alerts

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

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Settings

Settings Overview
Global Settings
Configuring a Fiscal Calendar
System Settings
Subject Email Line
Blocking File Types

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Configurations

Migrate & Deploy
Configurations Overview
Custom Panels
Field Types
Text Field Enhancements
Data Model

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Capacity Planning and Resource Management

What is Capacity Planning? An Introduction
Getting Started - Preparing Your Environment
Requesting Resources (Staffing Requests)
Creating Staffing Requests from Tasks
Updates to Create Staffing Requests from Tasks Feature
Placeholder Resources

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Financial Planning

Financial Planning Overview
Setting Up Financial Planning (Admins)
Customized Financial Planning Views
Financial Planning View Enhancements
Financial Planning in Project View
Working with Financial Planning (Project Managers and Controllers)

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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, and Relation Tables

Clarizen Reports
Clarizen Functions
Functions for Task Assignment
Clarizen Relations
New Standard Fiscal Year Summary Fields for Budgeted Cost / Expected Revenue
New Functions for Currency Type, Billing and Cost Rates

Tutorial Videos

Tutorial Videos

Training

Virtual Training

? Training Courses - Q4 Dates are now available

Virtual Training FAQ's

What is covered in the Lite Admin (Admin I) Training Course?
What is covered in the Full Admin (Admin II) Training Course?

Video Tutorials

? Foundation Training Overview **START HERE**
? Slide Publisher Reports and Charts
? Slide Publisher Program Portfolio and Customer Presentation
? Slide Publisher Uploading and Publishing
? Slide Publisher Presentation Building and Formatting
? Slide Publisher Introduction and Installation

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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

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.

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