Admin users define the following Global Settings in the General Information pane:

• Setting Organization Name and Icon (Logo)
• Display Organization Name
• Industry Type
• Organization Size
• Package Type
• Billable Add-ons

Setting Organization Name and Icon (Logo)

1. Click the Global Settings, General Information Organization Name field.
   
   
   
   The Logo and Organization Name fields become active.
2. In the Organization Name field, select the current text.
3. Type to replace the organization name.
4. Click the Icon
   
   
5. Click
6. Locate the desired icon, logo or image file on your computer, and click Open .
7. Click
   
   The data is sent to the server.
   The updated data appears in the organization's Properties Card.

Display Organization Name

1. Hover over the Display Organization Name​ field.
   
   The Display Organization Name switch control opens.

2. Click to disable (or to enable).
   
   The data is sent to the server. The information is added to the organization's Properties Card .

​

Industry Type

A drop-down list e nables you to define the organizations' industry types.

1. Click the industry type field.
   
   The drop-down list opens.
2. Scroll to and select the relavent industry.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

Organization Size

A drop-down list enables setting the number of employees in the organization.

1. C lick the organization size field.
   
   The drop-down list opens.
2. Scroll to and select the required number or range of numbers.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

​

Package Type

Displays the Clarizen package type, either Enterprise or Professional .

Billable Add-ons

Click 'edit' to select an add-on from a list of available billable add-ons your organization has purchased.

The data is sent to the server. The information is added to the organization's Properties Card .

Admin users define the following Global Settings in the Organizational pane:

• Country
• State
• Organization Language
• Time Zone
• Calendar
• Landing Page
• Default Workflow User
• Federated Authentication
• Currency Type
• Currencies
• Error Notifications
• Capacity Planning Heatmap

Set your default organizational country.

1. Click the Country field.
   
   A drop-down list opens.
2. Scroll to and select the country.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

State

This setting is accessible only if your country parameter is set to the United States.

1. Click the State field.
   
   A drop-down list opens.
2. Scroll to and select the state.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

Organization Language

Set the default system language.  This can be customized by group or per individual user.

Available languages include: Chinese (Simplified and Traditional), English, French, German, Hebrew, Japanese, Polish, Portuguese, Russian and Spanish.

1. Click the Organization Language field.
   
   The drop-down list opens.
2. Scroll to and select the language.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

Time Zone

Set the default organizational time zone for groups and individual users.

1. Click the Time Zone field.
   
   The drop-down list opens.
2. Scroll to and select the time zone.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card .

Calendar

Set the organizational work day settings.

1. Click the 'edit...' link.
2. The editable system Calendar opens.
3. Click to open the schedule settings dialog
   
   
   
   Set the following calendar and work day parameters:
   
   • Type the Calendar's Name
   • Select the Fiscal Year option to activate fiscal year options.
   • Change the Fiscal year start date. (Only available if Fiscal year is selected)
   • Select whether to Show quarters # relative to fiscal month. (Only available if Fiscal year is selected)
   • Define the default number of hours in a day
   • Define the default number of days in a month
   • Define the work week's 'Starts on' day
   • In the displayed calendar check the days defined as 'Working days'
   • For each day (if different) set normal office hours, add breaks if applicable
4. Click
5. Click and define the Add Exception fields in order to add vacation days, holidays, etc... to the calendar

​

1. Click
2. Click to close the editable system calendar.

Landing Page

Set the default landing page.

1. Click the Landing Page ​ field.
   
   The drop-down list opens displays all potential modules/pages that can be selected as the default landing page for the organizational users.
2. Scroll to and select the page.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

Default Workflow User

If you are using the Customization engine, specifically Business Rules, you must define the Default Workflow User field.
This sets the Last Updated By or the Created by user for when items are updated or created using workflow rules that do not point to a specific user.

1. Click the Default Workflow User field to activate it.
   
   
2. Click to open the Select User dialog.
3. Use the Multi-find window to select the user.
4. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card.

Federated Authentication

Federated Authentication allows users to connect to Clarizen via their organizations identity provider credentials rather than using their Clarizen user name and password.
Set the Federated Authentication credentials, and sign-in options.

Note: For more on Single sign-on solutions and integration with Federated Authentication​, see Integration With Identity Providers and Configure Microsoft ADFS 2.0 to work with Clarizen SSO

1. Click the 'edit...' link.
   
   The Federated Authentication dialog opens.
   
   
2. Click to enable (or to disable).
3. Click to browse and upload a Certificate.
4. Enter a URL into the Sign-in URL field.
5. Enter a URL into the Sign-out URL field (Optional).
6. Define the identifier in the Relaying Party Identifier field (Optional).
7. Define the password authentication in the Enable Password authentication menu.
   • Click
   • Select one of the available options:
     • No One (except Administrators)
     • External users only
     • Everyone (internal and external)
8. Check or uncheck the​ Use POST setting to enable or disable  HTTP POST Binding
9. Check or uncheck the Enable API access setting.
   Notes:
   • If disabled, organizational users will be unable to access any applications that utilize Clarizen's API
   • This setting must be enabled for mobile users to be able to log in when using Federated Authentication
10. Check or uncheck the Unauthenticated User URL redirect setting.
    
    If checked, unauthenticated users will be redirected to IdP provider login when clicking URLs containing the Organization ID
11. Check or uncheck the Advanced verification setting.
    
    If enabled, Additional Saml 2.0 attributes will be checked.
12. Check or uncheck the Advanced request setting.
    
    If checked, enables additional request features.
13. Click
    
    The data is sent to the server.

Currency Type

Set the default organizational currency.

1. Click the Currency Type field.
   
   The drop-down list opens.
2. Scroll to and select the currency.
3. Click
   
   The data is sent to the server. The information is added to the organization's Properties Card

Currencies

1. Click the 'edit..' link.
   
   The Currency Exchange Rates page opens.
   
   
2. Define the Foreign Currency and Time Frame options using the drop-down menus
   ​
   • To add a new currency and exchange rate,  Click , the Add new currency dialog opens.
     
     

• ​Select the Currency type from the list
• Define the Exchange rate between the added currency and the default organizational currency

Note:

• Click

• Click in order to add the next exchange rate period for the each of the currencies managed in the organization.
• Click  in order to add one or more exchange rate periods for all of the currencies managed in the organization. Selecting the same From and Till dates will create one period.
• Click in order to mark an exchange rate as verified.
  ​
• Sort and filter the Verification column as necessary.

1. Click
   
   The data is sent to the server.

Error Notifications

1. Click the Error Notifications field to activate it.
   
   ​
2. Click to open the Add Error Notification dialog.
3. Use the Multi-find window to select the desired users / user groups designated to receive notifications.
   Note: If left empty, all admins will receive error notifications. It is recommended not to leave this field empty.
4. Click
   
   The data is sent to the server.

Capacity Planning Heatmap

The colors in the Capacity Planning module represent the demand as a percentage of the capacity. The default threshold settings show red as exceeding 100% capacity, and blue means demand is less than 51% of the capacity. You can change these percentages, for example, define an overload as being above 110% rather than 100%. Click here to learn more.

The Cost and Billing Rates pane enables an Admin or Financial user (depending on the setting) to define user default cost and billing rates within the system.

The cost and billing rates are used to automatically calculate the Cost and/or Revenue for a project work plan .

Cost and billing rate options include:

• Cost Regular Hourly Rate
• Cost Overtime Hourly Rate
• Billing Regular Hourly Rate
• Billing Overtime Hourly Rate

​To define costs and billing rates:

1. Click the relevant field.
   
   The Rate dialog box opens.
   ​
   
2. Enter the rate value.
3. Scroll to and select the required currency from the list of available currencies as defined in the Organization Settings.
4. Click ​
   
   The data is sent to the server. The costs and billing rates are defined.