Product Documentation
Clarizen Workbot
Slide Publisher
PROJECT FINANCIAL PLANNING
- Overview of Financial Planning
- Financial planning views
- Non Labor Resources (NLR's)
- Project Summary mode
- Calculations and multi-currency support
- Best practices
IMPORTING AND UPDATING DATA USING MS EXCEL
Resource Utilization
Project Resource Planning and Management
1 - Overview
- 1.7B Permission Access Level
- 1.1 What is Clarizen?
- 1.2 Glossary of Terms
- 1.3 Keyboard Shortcuts
- 1.4 User Types/Roles
- 1.5 Editions and Licensing
2 - Working With Clarizen
- 2.1 Logging In
- 2.2 Clarizen Home
- 2.3 About the Masthead
- 2.4 Personalizing My Details
- 2.5 Clarizen Views
- 2.6 Calendar View
3 - Social
4 - Work Items
- Multiple Managers for Projects and Work Items
- 4.1 Work Items Overview
- 4.2 Work Item Types
- 4.3 Work Item Module
- 4.4 Work Items Detailed View
- 4.5 Resource Management
5 - Cases
6 - Expense Sheets
7 - Timesheets
- 7.1 Timesheets Overview
- 7.2 Timesheet Module
- 7.3 Setting Reportable Work Items
- 7.4 Adding New Time Entries
- 7.5 Timesheet Approvals
- 7.6 Stopwatch
8 - Approvals
9 - People Management
- 9.1 People Management Overview
- 9.2 Inviting New People
- 9.3 Administration
- 9.4 People Module
- 9.5 User Detail View Navigator
- 9.6 User Detail Layout
10 - Customers
11 - Templates
12 - Alerts
13 - Reports & Dashboards
14 - Recycle Bin
15 - Settings
- Whitelisting external IP addresses
- Configuring fiscal calendar year
- Configuring settings for a profile
- Data Model
- 15.1 Settings Overview
- 15.2 Global Settings
16 - Add Ons And Integrations
- Embedding Clarizen Widgets in Confluence
- Portfolio Optimizer App
- Data Warehouse Export
- Action Items and Tasks Import App
- 16.15 Gainsight Integration
- 16.1 iHub Integration Platform