Foundation Training Overview **START HERE**

The Foundation Training program was designed to give all users an understanding of the fundamentals of working with Clarizen. 

The program is designed as online video training and the materials are organized by role and sequenced in a suggested viewing order below.  Supplemental materials in the form of desk-side reference decks and related videos are provided wherever appropriate.

*Please note that due to the configurability of Clarizen and the variety of supported use cases, each customer environment may vary from the ones shown in the training materials.  The concepts that are discussed, however, are universally applicable and these differences should not pose an obstacle to your learning.

Resource Training Track:

  1. Clarizen Orientation - Getting Started
  2. Project Management 101: Part 3 Project Execution and Reporting Progress and Time
  3. Project Management 101: Part 4 Basic Case Management
  4. Reports and Analysis: Intro to Data Model, Reports, and Dashboards

Project Manager Training Track:

  1. Clarizen Orientation - Getting Started
  2. Project Management 101: Part 1 Building Projects and Templates
  3. Project Management 101: Part 2 Planning, Staffing, and Activation
  4. Project Management 101: Part 3 Project Execution and Reporting Progress and Time
  5. Project Management 101: Part 4 Basic Case Management
  6. Reports and Analysis: Intro to Data Model, Reports, and Dashboards

Admin Training Track:

  1. Clarizen Orientation - Getting Started
  2. Administration Part 1: Global and System Settings
  3. Administration Part 2: User Management
  4. Administration Part 3: View Management
  5. Administration Part 4: Profile Management
  6. Reports and Analysis: Intro to Data Model, Reports, and Dashboards
  7. Project Management 101: Part 1 Building Projects and Templates
  8. Project Management 101: Part 2 Planning, Staffing, and Activation
  9. Project Management 101: Part 3 Project Execution and Reporting Progress and Time
  10. Project Management 101: Part 4 Basic Case Management
 
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