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  1. Clarizen Success
  2. Training
  3. Video Tutorials

Video Tutorials

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  • ★ Foundation Training Overview **START HERE**
  • Project Mgmt 101: Part 1 Building Projects and Templates
  • Project Mgmt 101: Part 2 Planning, Staffing, and Activation
  • Project Mgmt 101: Part 3 Project Execution and Reporting Progress and Time
  • Project Mgmt 101: Part 4 Basic Case Management
  • Administration Part 1: Global and System Settings
  • Administration Part 2: User Management
  • Administration Part 3: View Management
  • Administration Part 4: Profile Management
  • Basic Project Budgeting
  • Basics of Clarizen Data Model
  • Understanding Project Roles
  • Clarizen Orientation - Getting Started
  • Views - Overview
  • Time Tracking
  • Capacity Planning - Getting Set Up
  • Capacity Planning - Staffing Request
  • Creating a Project
  • How to Create and Edit a Template
  • New Project From a Template
  • Project Scheduling
  • Project Scheduling with Dependencies
  • Work Policy Tutorial *Updated
  • Reports and Analysis: Intro to Data Model, Reports, and Dashboards
  • Reporting Basics
  • Time-Phased Reporting
  • Resource Management
  • Custom Objects
  • How to Use Slide Publisher
Clarizen is a global leader in collaborative work management software, bringing together cross-company project management, configurable workflow automation,
in-context collaboration and a tailored, role-based experience, all built on a secure, scalable enterprise platform.

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