15.2 Global Settings

Overview

This page describes Clarizen Global settings and includes the following sections:

About Global Settings

Clarizen Global Settings are divided into three sections.

Your organization's Admin user configures each section at the organization level, such as the organization's corporate image, name and logo, industry type, location, time zone, cost and billing rates, currencies, and the organization's calendar.

Additional fields—known as global fields — can be added to the organization's system using Clarizen customization features. Global fields can then be used and referenced across the application even further using more customization capabilities.

Accessing Global Settings

The Settings module is accessed either via the Navigation Panel or the User Data menu located on the masthead , as detailed in the Settings overview .

The Settings module opens with the Global Settings tab selected by default.

​​ Figure 1: Settings Module

General Information

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

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.
Note:

The option Revert to default is added to the Icon field drop-down menu.

To revert to the default icon, click the Icon field and select

Display Organization Name

  1. Hover over the Display Organization Name​ field.

    The Display Organization Name switch control opens.


  1. 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 .

Organization Settings

Organization Settings

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

Note:

Personalizing a Clarizen profile for individual user settings, such as Time Zone, Language, Landing Page, etc. override Organization and Group level settings.

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 (both simplified and traditional), English, French, German, Hebrew, Japanese, 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 disaplyed 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
Note:
You can also use the holiday application available at Clarizen's Application marketplace


  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:
  8. Check or uncheck the​ Use POST setting to enable or disable  HTTP POST Binding
  9. Check or uncheck the Enable API access setting.
    Note:

    If disabled, organizational users will be unable to access any applications that utilize Clarizen's API

  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

Note:

Enabled for Financial users only.

If multi currency is enabled,  once defined, the default currency type cannot be changed.

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

Note:

Enabled for Financial users only if the organization is set to use multi currency (see module activation , under system settings).

  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:
The exchange rate typed is only valid from the day it was entered
  • 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 the add the exchange rate periods for all of the currencies managed in the organization.
  • 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.
  4. Click

    The data is sent to the server.

Costs and Billing Rates

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
Note:

​Both cost and billing rates can also be set to a group or individual user (where the user level setting overrides the Group level and organization level settings).

​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.
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