Clarizen Training Index

New User Onboarding

• Clarizen Orientation - Getting Started
• Project Management 101: Part 1 Building Projects and Templates
  
  • Creating Work Item Dependencies (Task Linking)
• Project Management 101: Part 2 Planning, Staffing, and Activation
  • Resource Load Filter settings and Interpreting Availability/Workload to Assign Tasks
  • Check and correct task assignments to resources out on PTO during Due Date
• Project Setup, Budget Allocation, Forecasting Revenue
  • Roles & Responsibilities of PM for project setup
  • Project Work Breakdown Structure (WBS) best practices
  • Project Planning and Initial Forecasting
  • Project Maintenance/Management and Forecasting
  • Profitability Management

• Managing Expense Sheets
  • Request a PO/Open a PO
  • Approve a PO
  • Request an Increase or Request a Decrease to a PO
  • Reconcile a PO
• Timesheet Entry and Task Management Processes
• Miscellaneous Work Item Management Functions
  • Allow Multiple Resources to Log Separate Time on One Task
  • Change Type of Work Item (Ex. from a milestone to a task, from a project to a milestone)
  • Change Work Item Hierarchy (WBS) using Indenting, Outdenting, and Change Type functions
  • Move a Work Item (Project, Milestone, Task) From One Project to Another
  • Reassign Owner of a Project
    • Project Reassignment with no Revenue EV (new campaign assignment)
    • Project Reassignment with Revenue EV (management transfers)
• How to Update Project Progress:
  • • Time Entry and Task Management Processes
    • Time and Lead Entry for Customer Journey Projects
• Client Communication
  • The Project Roadmap View
  • The Project Gantt View
  • Create a "Client Preview View" widget of the project plan, accessible by non-Clarizen users
• Reconcile and close and completed campaign project and POs
• Reports and Analysis: Intro to Data Model, Reports, and Dashboards

Production Users

• Clarizen Orientation - Getting Started
• User View: See Tasks on a Calendar vs. List
• Timesheet Entry and Task Management Processes

 General User Functions

• "Favorite" Projects, Reports, and Dashboards for Quick Access
• 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.
• Keyboard Shortcuts

Clarizen Support

• Any user may submit a support ticket through this portal.
  • 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 it.
• 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.
• Manage your Password
• The Clarizen Success Site includes searchable process documentation, videos, and a community Q&A forum

System Administrator Functions

• Administration Part 1: Global and System Settings
• Administration Part 2: User Management
• User Types & Roles
• Social Notification QRC
• Administration Part 3: View Management
• Administration Part 3: Profile Management
• Resource Management System Setup
• Set Resource Bill Rate and/or Cost Rate at the Project Level
• Configure Rate Cards to Set User Billing and Cost Rates
• Campaign Setup and Assignment to Managers
• Reassign Owner of a Project
  • Project Reassignment with no Revenue EV (new campaign assignment)
  • Project Reassignment with Revenue EV (management transfers)

• How to Download the Weekly Earned Value Data from Clarizen and Upload to the Master Delivery Performance Report
• Change Timesheet Entry Reported Date
• Template Management
  • Project Template “Master” Work Plan Versions (Project work items)
  • Milestone Template “Master” Work Plan Versions (Milestone work items) for “Website Optimization Wishlist Item Templates” and others
  • How to Create or Update a Template