This process recording is for Clarizen Administrators who will set up and assign projects to the team of managers. A portion is relevant to Managers who create and assign out subprojects to co-managers, or reassign remaining work/unearned budget to a new manager in scenarios of account handoffs.
When process is followed these system and user needs are met:
Process update as of 10/28/2019 that are not reflected in video:
If any process errors were made, or steps skipped, in project setup above, issues would be flagged by the Clarizen Dashboard "Data QA: Missing or Incorrect Field Values/Information". The admin can open the dashboard, click "Refresh" button, and look for any panels with results displayed that need action/correction.