Clarizen Admin users can add or remove modules to the system in general and to the Navigation Panel display.

The setting can be applied globally across the entire organization or specifically applied to specific profiles.

You also have the ability to configure the order of appearance on the panel.

To define Module availability:

1. Access the Profiles tab .
   The Profiles setting window opens.
2. Select either the Master or a specific Profile to edit
3. Under General click Navigation
   The Navigation Panel multi-find window opens on the right.
   
   
   ​ Figure 1: Navigation Panel Multi-Find Window
   
   Available Modules are listed in the right-hand pane, 'hidden' modules are listed in the left-hand pane.
4. Select modules to add (or remove) module availability
   Tip:
   

   'Click and drag' is supported.

5. Click the and controls to add or remove modules.
   Tip:
   

   Double-clicking to add or remove list items is supported.

6. In the right-pane, select modules to edit the order of appearance
7. Use the controls to edit the module appearance order in te navigation panel
8. Click the Home icon to set the profile's default landing page
9. Click
   
   Clarizen confirms your action.
   

Certain item type layouts can be enabled or disabled across the organization, when defined in the Master Profile, or for specific profiles.

The following item types have this feature:

• Cases in general or individual cases
  • bugs
  • Issues
  • Requests
  • Risks
• Customer (activates/deactivates Contact person as well)
• Expense Sheet (activates/deactivates Expenses in general as well)
• Timesheets

To activate / Deactivate an item type:

1. Access the Profiles setting
2. Select either the Master or a specific Profile to edit
3. From the Module tree hierarchy (left-hand pane) select one of the above item types
4. Click to deactivate or to activate the selected item type
   
   ​

The Field Set allows you to determine exactly what fields are available for each item type to users associated to a given profile or across the organization if done on the Master Profile.

The field set availability can be defined in the following item types:

• Milestones, Projects and tasks (under Work Item)
• Bugs, Issues, Requests, and Risks (under Cases)
• Notes and V5 Posts (under Collaboration Items)
• Contact person and Customer
• Post and Reply (under Discussion Message)
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Timesheets
• Topics

To Define field set availability:

1. Access the Profiles setting
2. Select either the Master profile or a specific Profile to edit
3. From the Module tree hierarchy (left pane) select one of the above item types
4. In the module setting pane (right pane) open the Fields & Relations Section
   
5. Click adjacent to the Available Fields line
   The Available Fields multi-find window opens.
   
6. Select Fields to add (or remove), use the search field to quickly locate the desired fields
   Tip:
   

   'Click and drag' is supported.

7. Click the and controls to add or remove fields.

   Double-clicking to add or remove list items is supported.

8. In the right-pane, select fields to edit the order of appearance
9. Use the controls to edit the field order of appearance
10. Click

The Related Items allows you to determine exactly what relations are visible to users associated to a given profile or across the organization if done on the Master Profile as well as the i tem 's default order for relevant i tem types.
Related items that are not selected cannot be added or seen within the Clarizen user interface.

The relation availability can be defined in the following item types:

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (bugs, Issues, Requests, and Risks)

• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Topics

To customize an item type's related items:

1. Access the Profiles setting
2. Select either the Master or a specific Profile to edit
3. From the Module tree hierarchy (left pane) select one of the above item types
4. In the module setting pane (right pane) open the Fields & Relations Section
   
5. Click adjacent to the Related items line
   The Related Items multi-find window opens.
   
6. Select Relations to add (or remove), use the search field to quickly locate the desired relations.
   Tip:

    

   'Click and drag' is supported.

7. Click the and controls to add or remove fields.
   Tip:

   Double-clicking to add or remove list items is supported.

8. In the right-pane, select fields to edit the order of appearance
9. Use the controls to edit the field order of appearance
10. Define whether to open the relation view on the Existing or New tabs by checking the New by... field adjacent to each relation
11. Click
    
    ​ The item type's related items are customized.

The Actions section allows you to determine what actions will be available in the ribbon, contextual menu, and bubble popup for users associated to a given profile.
Tip:

Removing an action from all locations will effectively render the action unavailable. Due to this fact actions can only be defined for specific profiles and not across the entire organization from the Master Profile.

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (Bugs, Issues, Requests, and Risks)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Licenses
• Timesheets
• Topics
• Organization

1. Access the Profiles tab.
   The Profiles setting window opens.
2. Select a specific Profile to edit
3. From the Module tree hierarchy (left pane) select one of the above item types/Modules
4. In the module setting pane (right pane) open the Actions Section
5. Perform the following for each of the available button locations:
   1. Click adjacent to the button location i.e. Ribbon, Contextual Menu, bubble popup, etc.
      

      Note:

      Timesheet as an example for multiple actions settings

      
      
      

      Note:

      Organization actions settings as an example for a single option definition

      
      The Action setting window opens.
      The available action depend on the item type and button location selected.
      The following image is an example.
      
   2. Remove actions by clicking the X that appears when you hover over an action.
      Add actions from the list in the available action pane
      You can add or remove entire sections using the X adjacent to the action title

      Note:

      Removing actions from all locations will turn the action off entirely

   3. Click to save the changes and return to the previous window
      Click to save the changes keeping the window open
      Click to save the changes on a different profile, the Select profile window opens
      
6. Repeat the process for all relevant locations

The Field Layout allows you to define how Property Cards Page Layout and Add/Edit modes of items are displayed to users associated to a specific profile, or across the organization if done on the Master Profile.

Define, organize, and group an item type 's visible fields. Configure optional and required fields for the Add mode and/or Edit mode.

Field Layout definitions is available for the following item types:

• Milestones, Projects and tasks (under Work Item)
• Bugs, Issues, Requests, and Risks (under Cases)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Organization
• Timesheets – Add/Edit Mode card only
• Topics

To customize an item type Layout:

1. Access the Profiles tab .
2. The Profiles setting window opens.
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select one of the above item types
5. In the module setting pane (right pane) open the Field Layout section
   
6. Define the Property Card Layout
   1. Click for Property Card options
      
   2. Click and drag fields from the Available Fields panel to the item type pane
   3. Click and drag to arrange filed positions within the the item type pane
   4. Edit column names
   5. Define the Access from the drop-down list
   6. Remove sections; hover the mouse pointer over a section to expose the , and click on it
   7. Add sections; click
   8. Click to save the changes and return to the previous window
      Click to save the changes keeping the window open
      Click to save the changes on a different profile, the Select profile window opens
      
7. Define the ​layout for the Add Mode / Edit Mode windows:
   1. ​ Click for Add Mode / Edit Mode options
      
   2. Define the Always Show as a pop-up control
   3. Define the Name Only in Inline Mode control
   4. Click and drag fields from the Available Fields panel to the Item Type pane
   5. Click and drag to arrange filed positions within the the Item Type pane
   6. Remove sections; place the mouse pointer over a section to expose the , and click on it
   7. Add sections; click
   8. Click to save the changes and return to the previous window
      Click to save the changes keeping the window open
      Click to save the changes on a different profile, the Select profile window opens
      ​
8. Repeat the process for each of the Item Types you wish to define
   The Field Layout is customized

Set the default and associate views for both the module and item detail pages for the entire organization under Master and for each individual profile.

The default views are used as defaults for first-time users, as well as the default views used when creating a new view.

Module view default relations, representation and columns are also used for the Quick Peek .

Default views are available for the following modules and item types:

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (bugs, Issues, Requests, and Risks)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Licenses
• Timesheets
• Topics

To customize an item type's default view:

1. Access the Profiles tab.
2. The Profiles setting window opens.
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select one of the above item types
5. In the module setting pane (right pane) open the Default Views section
   
6. From the drop down menu select a default view for the Module default view
7. From the drop down menu select a default view for the Item detail default view
8. For your convenience you can access the view settings by clicking 
   Note:
   

   A special case is the discussion group where you can also create new Item detail views.

   Discussion item detail view creation can only be done by an admin from the profiles 

   
   
   
9. If editing a specific profile (Not Master ), click to define the view sharing for the various views associated with the profile
   The View permissions window opens
   
10. For each of the available views activate/deactivate the All and/or profile sharing
11. Under Sharing select a view to define the sharing level for each of the selected entities
    
12. Click to open the Share With multi-find window
    
13. Select users, groups or virtual groups to add (or remove), use the search field to quickly locate the desired views
    

    'Click and drag' is supported.

14. Click the and controls to add or remove views
    

    Tip:
    Double-clicking to add or remove list items is supported.

15. In the right-pane, select views to edit the order of appearance
16. Use the controls to edit the order of appearance
17. Click to close the Share With multi-find window
    Once associated to the profile, all members of the profile will gain the "Viewer" role on the selected view(s)
18. Click to save the view sharing settings

Set the default columns for Global Search results, as well as the default columns and filters for the item type find windows.

Search default settings are available for all of the item types with the exclusion of Posts, Replies, Organization, and Timesheets

To customize an item type's search defaults:

1. Access the Profiles tab
2. The Profiles setting window opens
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select a module or item type
5. In the module setting pane (right pane) open the Search Defaults section
   
6. The list of relevant columns and filters that are definable as search defaults is displayed.
7. Click adjacent to the column or filter type to be edited.
   The relevant multi-find window for that column or filter type opens. For Example:
   
   The Available (left) pane lists available relevant column or filter types. Search defaults already set for Item Types are listed in the right pane.
8. Select column or filter type s to add (or remove)
9. Click the and controls to add or remove column or filter type s
10. Define the column or filter type Format
11. Select column or filter type s to edit the order of appearance
12. Click the controls to edit the column or filter type s appearance order
13. Click

​The item type's search defaults are customized.

Define the Work Item’s Resource Calendar columns either the entire organization using Master or for specific profiles.

To customize a work item's Calendar columns:

1. Access the Profiles tab
2. The Profiles setting window opens
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select the Work Item module
5. In the module setting pane (right pane) open the Calendar Columns section
   
6. Click for Resource Calendar options
7. The relevant multi-find window opens.​
   The Available (right-hand) pane lists the available relevant columns
   The Resource calendar columns already available for work items are listed in the right-hand panes
   
8. Select columns to add (or remove)
9. Click the and controls to add or remove columns
10. Define the column Format
11. Select columns to edit the order of appearance
12. Click the controls to edit columns appearance order
13. Click

The work item Resource Calendar columns are customized

Clarizen offers organizations the ability to customize the applications CSS (style sheet) to suit their organizations need.

Custom CSS allows you to have custom colors, fonts, icons and even backgrounds and can be applied across the entire organization using Base or for specific Profiles .

Below are detailed instructions on how to access the Custom CSS field and some examples of how you can update your organizations fonts, colors, and background.

• Adding CSS to Layout
• Profile specific CSS
• CSS Examples

Adding the Custom CSS Field to the Layout

To begin to customize the CSS of your Clarizen account, you must first add the "Custom CSS" field into the Organizations profile card.

To add the Custom CSS field:

1. Access the Profiles tab
2. The Profiles setting window opens
3. Select either the Base or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select Organization
5. In the module setting pane (right pane) open the Field Layout section
   
6. Click
7. Drag & Drop the Custom CSS field into the layout
   
8. Click
9. Click the Global Setting Tab
10. Begin creating your CSS

Profile specific CSS

To configure and brand the user interface for a profile:

1. As a System administrator, navigate to Settings > Profiles > Properties.
2. Turn the toggle next to each property as desired.
3. To apply custom branding, add the desired styles in the Custom CSS text area.
4. Click Save.

Custom CSS Examples

• Changing Background Image
• Header Fonts
• Changing Colors and Fonts Across the Application
• Changing the Navigation Panel

Changing the background image

You can change the background image that will be used in the application by adding the following:

Within the parenthesis after url you can enter an image hyperlink

To apply this setting on a specific profile (for example marketing) the code should be:

Changing the header font colors

You can change the header font colors by adding the following:

Where:

#orgName strong {color:#800000;} - will change the org name color - in this case to maroon

.header-view-fl h2 {color:#FF00FF;} - will change the title of the subsystem (e.g. settings) - in this case to magenta

.hd-btn {color:#FFA500 !important;} - will change the masthead button colors - in this case to orange

You can also change the font and font size for each item, simply by adding "font-family" and "font-size" after the color, as indicated below:

The above changes will make the header look like this:

Changing colors and fonts across the application

You can change the colors and font across by doing the following:

In the above, each element has to be specified and can have a different font/color as needed.

In this example, fonts were changed to "cursive" across the app, and the colors of certain elements, for example, the field names in property cards (.field-name) was changed to a maroon like color:

Button colors for Ok, Save, etc., are also changed in the above example by entering:

Adding the above, will change the application's fonts and colors to look like the image below:

Changing the navigation panel

You can change the navigation panel so that it will be a button on the masthead rather than a side bar by adding the following:

This code is a bit more complex and should be taken as is.  Please note that you can change the colors of the button background and the like as needed.  Once updated, the navigation panel access will look like this:

Changing the Navigation Panel to a button will also require you to make changes to the header in order to move the logo on the top left to the right.  Specifically you can add this piece of css, or update the existing header css (if already changed) as follows: