Editions and Licenses

This page describes Clarizen Editions and Licensing options.

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Clarizen Edition Types

Clarizen is available in two different edition types. The table below highlights the main features available per edition type.

  Enterprise Unlimited
Unlimited Number of Projects, Portfolios and Programs X X

Unlimited Number of Cases (Issues, Risks, and Requests)

X X
Mobile Application (iPhone/Android) X X
Social Collaboration X X
API Access X X
Resource Management X X
Financial Planning X X
Budget Tracking X X
Time & Expense Management X X
Reports & Analytics X X
Basic Customization X X
Custom Fields  150 4000*
Rollup Summary Fields 15 80
Relation Summary 10 15
Business Rules  200 400
Custom Actions  100 500
Custom Objects 1 5**
Custom Pages / Panels  15 100
Scheduled Components (Reports, Dashboards, Workflows) 50 Up to 120 a day***
InterAct Email Collaboration  X X
Number of Support Mailboxes 3 3
Number of Global Mailboxes 10 10
Number of Entity Specific Mailboxes Unlimited Unlimited
InterAct Rules 200 1000
Number of Emails for Support Mailboxes Per Day 2000 7000
Number of Emails to Global and Object Mailboxes Per Day 1000 5000
File Storage per Paid Seat 1000MB Unlimited
SSO & LDAP Integration Included Included
Support X X

* Up to 500 custom fields are allowed per super-class
**Additional objects can be added on demand
***Depending on the number of licenses

 

Clarizen License Types

Clarizen has different license types, which can be assigned to users in the organization. 

Click here to see which features are supported for each license type.

The license types are: 

Full Users

Full users have access to the full work lifecycle, as well as access to create and view reports.

With ‘Enhanced Permissions’ enabled, organizations can also control access of Full Users, restricting them only to projects where they have a role, providing another layer of access permissions for large organizations with stricter confidentiality requirements.

Team Member

Team Members can see the specific tasks assigned to them, rather than the whole Project workplan. Team Members are centered around tasks, working day to day on completing tasks, collaborating with files & discussions, and reporting timesheets.

Time & Expense

The Time & Expense user type is only available under existing contracts and will be deprecated in the future to avoid overlap with Team Member users.

Requestor (formerly: Social)

Requestor users can sign into Clarizen with a username and password.

They can work on cases and to-do tasks, as well as participate in discussions within the Groups they belong to. They can have joint workspaces where they can share files, notes, discussions and even see the Clarizen widgets (Roadmap, Gantt).

Requestor users can also submit Custom Action items, i.e. submit forms that trigger workflows, such as submitting a helpdesk ticket, PTO, project, change request, etc.

Customers that need a joint, secure, workspace where they can share ideas, submit requests, and work jointly with other team members, rather than rely on emails and attachments residing in individual email inboxes or computers typically use this user type.

This license may also be used by members of other departments who are not project/task-centric but occasionally need to collaborate with licensed Clarizen users and provide input into the shared knowledge base.

For more details on how to manage your licenses, click here.

None

Clarizen lets you add users without a license (None in the license type picker). These users can be added as placeholders in the planning stages, before they get a permanent license.

These users cannot log in to Clarizen, and cannot update work, however they can be added to Projects, and their planned hours will be calculated in the work plan. 

They can also collaborate via email with the Clarizen users. They can receive information via email, and send updates including file attahments.

Have more questions? Submit a request

Comments

  • Avatar
    Nishant Kumar

    Hi,
    The licence types mentioned are Full, Team Member, Time & Expense and Social. But the licence vs feature mapping table (https://www.clarizen.com/product/pricing/) have 3 licence types - Full, Team Member and Requestor. Does Requestor includes both T & E and Social ? From the description of T & E licence, (report time & expense etc) , and Social (Participate in discussions, collaboration) , T&E and Social does seem to be a part of Requestor (Submit & Collaborate on requests). If that be, from the mapping table how can we differentiate between the T &E Licence feature and Social Licence feature ?

  • Avatar
    David Goulden

    Hi Nishant - Requestor is the new name for Social, we are gradually making the change over.
    Social users have many more capabilities than just discussions and to-do items, so we are updating the naming to reflect this.