Best Practices

Overview
Installation
Building the Template and Utilization of Enhancement Features with Slide Publisher MS PowerPoint Add-On
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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

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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

1.7B Permission Access Level
1.1 What is Clarizen?
1.2 Glossary of Terms
1.3 Keyboard Shortcuts
1.4 User Types/Roles
1.5 Editions and Licensing

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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

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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

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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

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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

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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

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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

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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

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Instructor-Led Training (ILT)

Class Schedule

Quick Tips and Tutorials (Under Development)

How to Use Slide Publisher
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

DEMAND

Webinar: Clarizen 2017 Summer Product Release

WATCH ON-DEMAND TODAY

12-14

SEPT

Join Clarizen at the Atlassian Summit, September 12-14, 2017 | San Jose, CA