Clarizen Training Overview

New User Onboarding

• Clarizen Orientation - Getting Started: https://success.clarizen.com/hc/en-us/articles/220325907
• Project Management 101: Part 1 Building Projects and Templates: https://success.clarizen.com/hc/en-us/articles/220056908
  
  • How to Add a Subproject Template to a Campaign: https://clarizen.wistia.com/medias/ya71eufwzv
  • How to Add a Milestone Template to a Project: http://www.screencast.com/t/znJw26J6T
  • Create Recurring Tasks: http://www.screencast.com/t/XkvnwAtslWZ
  • Creating Work Item Dependencies (Task Linking): https://success.clarizen.com/hc/en-us/articles/360003432074-Adding-Dependencies?search=work+item+dependencies
• Project Management 101: Part 2 Planning, Staffing, and Activation: https://success.clarizen.com/hc/en-us/articles/220059248
  • Copy and Paste Resources to Multiple Tasks: http://www.screencast.com/t/6prDciA1fBu
  • Find and Replace Resources on Multiple Tasks on a Subproject: http://www.screencast.com/t/zYXFSPBvww9
  • Allow Multiple Resources to Log Separate Time on One Task: https://www.youtube.com/watch?v=16I3tw9aCE0
  • Ensure Tasks are "Reportable" Work Items that will Appear in Timesheets: http://www.screencast.com/t/WJ4aOjcJ2
• TSL-Specific Best Practices for Project Setup:
  • Project Setup and Budget Allocation: https://www.tslmarketing.com/tsl-internal-resource-clarizen-project-setup-and-budget-allocation
  • How to Add & Schedule a Project: https://youtu.be/fFfCIAbC3F8 [Note: "Add a Project" required fields have changed since this recording]
• Budget and Expense Management:
  • Financial/ Budget Updates & Best Practices: https://youtu.be/cJ39-b4Ggw4
  • Using Expense Sheets for POs: https://www.tslmarketing.com/tsl-internal-resource-using-clarizen-expense-sheets-for-pos
  • How to Correct Campaign and Subproject Hierarchy Setup for Clarizen Expense Sheets: http://www.screencast.com/t/tuOTgltZ
  • How to Set Resources' Billing and Cost Rates on the Campaign or Project: https://www.screencast.com/t/8axtOOyrsEIH
  • Restore the Manually Set Expected Revenue Field: http://www.screencast.com/t/kbvYPpvn

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• Resource Load and Calendar:
  • Clarizen overview: https://www.youtube.com/watch?v=kw-rFHF-CuA
  • TSL-specific Resource Load Filter settings and Interpreting Availability/Workload to Assign Tasks: https://www.screencast.com/t/kU3BjnFc59 
  • Resource Load Shortcut to My Direct Reports (view your team's workload): http://www.screencast.com/t/zS5u8IjXI
• Project Management 101: Part 3 Project Execution and Reporting Progress and Time ["Execution Using Timesheets" second video on page] https://success.clarizen.com/hc/en-us/articles/220059508
• Miscellaneous Work Item Management Functions
  • Change Type of Work Item - Project, Milestone, Task: http://www.screencast.com/t/n64K6T5a
  • How to Move a Work Item (Project, Task) From One Parent Project Transfer to Another: http://www.screencast.com/t/nexLyxgMb2nD
  • How to Reassign Owner for all Work Items - Project, Milestone, Task: http://www.screencast.com/t/h0B68hEm
  • PM View to see what you have assigned out to the team across your projects: "Team's Tasks Across Projects I Manage": http://www.screencast.com/t/xYD3tMpes
• How to Update Project Progress for Customer Journey:
  • Time and Lead Entry: https://www.tslmarketing.com/tsl-internal-resource-clarizen-time-and-lead-entry-for-oi-customer-journey
  • Time Entry, Lead Progress to Goals: https://youtu.be/00qlMz5KuJQ
• Client Communication
  • The Project Roadmap View: https://www.youtube.com/watch?v=8vb61nNSwfU
  • The Project Gantt View: https://www.youtube.com/watch?v=d62p9ryAsFU
  • Create a "Client Preview View" widget of the project plan, accessible by non-Clarizen users: https://tslmarketing204-my.sharepoint.com/:p:/r/personal/sottey_tslmarketing_com/_layouts/15/Doc.aspx?sourcedoc=%7Be13bb398-b822-4c3d-a2cf-16bb4823f9fb%7D&action=default&cid=20e1d82e-17b7-4179-960f-06c6725936ce
• Campaign Status and Assignment Updates
  • Changing Manager Assignment on a Project in Clarizen that has Earned Value: https://www.screencast.com/t/Gxux4G9Dq0
  • Cancel a Campaign: http://www.screencast.com/t/seJPUGnT5
  • View/Edit Holding Notes on Subprojects: http://www.screencast.com/t/YcwQzOF7Cw
• Reports and Analysis: Intro to Data Model, Reports, and Dashboards: https://success.clarizen.com/hc/en-us/articles/220333687

Resource Functions

• Clarizen Orientation - Getting Started: https://success.clarizen.com/hc/en-us/articles/220325907
• User View: See Tasks on a Calendar vs. List: https://success.clarizen.com/hc/en-us/articles/212470028
• Project Management 101: Part 3 Project Execution and Reporting Progress and Time ["Execution Using Timesheets" second video on page] https://success.clarizen.com/hc/en-us/articles/220059508
• Add a Reportable Item from Timesheets: http://www.screencast.com/t/J2cVEdAi62F
• Managing Your Capacity/Availability
  • Update Calendar with Full Day PTO/Non-Working Days To Block Off Availability: http://www.screencast.com/t/lkwuTiBXftcC
  • Update Calendar with Partial Day PTO/PTA to Block Off Availability: http://www.screencast.com/t/Uttfi1grA

 General User Functions

• "Favorite" Projects, Reports, and Dashboards for Quick Access: https://success.clarizen.com/hc/en-us/articles/217971758
• How to Change Your View: http://www.screencast.com/t/l1m18Dt0U
• View a Team or Other Users' Tasks: http://www.screencast.com/t/F73nOcBqwt
• Find all Campaigns Related to a Customer in Clarizen: https://www.screencast.com/t/DU3kXe3ne
• If a work plan or other module's grid view is displaying information out of the order that you expect or want, you may have a column sort function enabled. Here is how to identify and clear that sorting: http://www.screencast.com/t/RbsgNJWak

Clarizen Support

• Any user may submit a support ticket through this portal: https://success.clarizen.com/hc/en-us/requests/new
  • You should include your unique "temporary access link" in your ticket so the support team may log into your instance and troubleshoot. Here is how to generate a temporary access link: http://screencast.com/t/2q0cHan6
• The Clarizen System Status site allows users to check for reported outages or downtime, and resolution status/timelines. Users can subscribe to this page to receive emails whenever there is a reported outage or system maintenance update shared. https://status.clarizen.com/
• Manage your Password: https://success.clarizen.com/hc/en-us/articles/215559088-Manage-your-password
• The Clarizen Success Site includes searchable process documentation, videos, and a community Q&A forum: https://success.clarizen.com/hc/en-us

System Administrator Functions

• Administration Part 1: Global and System Settings: https://success.clarizen.com/hc/en-us/articles/220060148-Administration-Part-1-Global-and-System-Settings
• Administration Part 2: User Management: https://success.clarizen.com/hc/en-us/articles/220335827
• User Types & Roles: https://success.clarizen.com/hc/en-us/articles/206448817-1-4-User-Types-Roles
• Social Notification QRC: https://p5.zdassets.com/hc/theme_assets/255365/200037667/cz-social-notifications-QRC.pdf
• Project-Level User Roles QRC: https://p5.zdassets.com/hc/theme_assets/255365/200037667/cz-project-level-roles-QRC-final.pdf
• Administration Part 3: View Management: https://success.clarizen.com/hc/en-us/articles/220335827
• Administration Part 3: Profile Management: https://success.clarizen.com/hc/en-us/articles/220336187
• Resource Management System Setup: https://clarizen.wistia.com/medias/ffls82rp2z
• Configure Rate Cards to Set User Billing and Cost Rates: https://success.clarizen.com/hc/en-us/articles/360020156073-Rate-Cards
• Campaign Setup and Assignment to Managers: https://www.tslmarketing.com/tsl-internal-resource-clarizen-project-setup-and-assignment-admin
• How to Download the Weekly Earned Value Data from Clarizen and Upload to the Master Delivery Performance Report: Video Tutorial
• How to Run the Billable Time Report - Resource Utilization Performance Report: http://www.screencast.com/t/L4nAXzVSmM
• Template Management
  • Clarizen Project Template “Master” Work Plan Versions (Project work items): https://app2.clarizen.com/Clarizen/Project/5220237953 
  • Clarizen Milestone Template “Master” Work Plan Versions (Milestone work items) for “Website Optimization Wishlist Item Templates” and other: https://app2.clarizen.com/Clarizen/Project/10396852929