Resource-based reports in Clarizen One give you visibility into your resources’ planned workload - across all of their projects, whether they are in Clarizen Go or in Clarizen One.
The reports provide answers to:
- How is the workload divided among team members this week/month/sprint? Who is overloaded? Who is available to take on more work?
- Who is working on what this week/month/sprint?
- How is the team progressing with their work?
Total work per person
Work per person per week
Work per person per sprint
Detailed tasks per person per month - who will be doing what?
Before you begin
- All Clarizen Go reports require syncing between Clarizen Go and Clarizen One. Here is how to set this up for your account.
- Install the Clarizen Go Assignee Sync & Best Practice Reports app in Clarizen One. This app will convert Clarizen Go Task assignees into Clarizen One Resources on those Tasks.
Set up in Clarizen Go:
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Clarizen Go Object |
What to do |
Examples |
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Workspace |
Create Workspaces for each of your projects / products. More about setting up |
Workspace 1: “Product A”; Workspace 2: “Product B” |
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Make sure the Workspace is synced with Clarizen One (enable ”Sync with Clarizen One” in the Workspace settings) |
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Milestones |
Add Milestones in each Workspace for any target dates that you have |
Milestone 1: “Content ready - 5/14/2019” Milestone 2: “Event Kickoff - 5/28/2019” |
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Tasks |
Connect tasks to Milestones to set their Due date |
Connect the Milestone “Event Kickoff” to all tasks that need to be completed towards this Milestone. Their due date will be set accordingly |
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Alternatively, set tasks’ due dates manually, per task |
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Enter Effort Estimation per task |
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Assign tasks to people |
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As work gets done, update the tasks’ Status by moving them across Stages on the Board. |
Stage 1: To Do Stage 2: In Progress Stage 3: Done |
Learn more about setting up Clarizen Go to match the way you work
In Clarizen One, use these fields (which are updated by Clarizen Go):
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Field Level |
Clarizen Go Field → |
Updates this Clarizen One Field |
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Milestone |
Milestone Name |
Milestone Name (= Tasks’ Parent Milestone) |
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Milestone Date |
Milestone Due date (= Tasks’ Parent Milestone Due date) |
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Task |
Task Name |
Task Name |
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Task Due date (= set by the task’s Milestone, or manually) |
Task Due Date |
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Task Effort Estimation |
Task Work |
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Task Status |
Clarizen Go Status |
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Task Assignee |
Task Resource* Note: Make sure to first install the Clarizen Go Assignee Sync App in Clarizen One. This app will convert any Clarizen Go Task assignees into Clarizen One Task Resources. |
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Install the Clarizen Go Assignee Sync & Best Practice Reports app, and get access to report templates that you can use out of the box or customize as needed. |
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