You can set up notifications so that every time the budget of a project changes it will send you an email with the new amounts. Is that what you are looking for?
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Can I export data from Clarizen to easily get project budget updates?
Looking to see if I can export data from Clarizen to easily get project budget updates. I don't have any experience with excel add in's at this point.
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Can I export customers and contact persons from Clarizen in a .csv format?
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Hi Maruthi,
Yes you can. Please refer to my screenshot as a reference. You can go to the People or Customers module and then go to "Utilities" on top and click "Export".
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