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 and Budgeting/Forecasting:
  • 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]
  
  
  • 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

  • If you use PTO (whether partial day hours or for a full work day), you will block that time in your personal Clarizen calendar to reflect that you did not work. This will reduce down your “Capacity” hours for that timeframe and you will not log time entries toward those hours.

    • Update Calendar with Full Day PTO/Non-Working Days To Reduce Availability: http://www.screencast.com/t/lkwuTiBXftcC
    • Update Calendar with Partial Day PTO to Reduce Availability: http://www.screencast.com/t/Uttfi1grA

  • If you did not use PTO, the expectation is that you make up the work time. In this scenario you will NOT add a Clarizen personal calendar exception for that time. Your “Capacity” hours for that timeframe remain the same and you will log time entries to reflect those hours worked.

 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  
  • How to Create or Update a Template: https://www.screencast.com/t/6HExCzBIGsA