Clarizen Training

Clarizen Training Index

Project Manager Functions

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
Reconcile and close a completed campaign project and POs
Reports and Analysis: Intro to Data Model, Reports, and Dashboards

Production Users

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

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)

Project Revenue EV and Forecast Management System and Reports Overview
- How Revenue EV is calculated
- Which reports have Revenue EV and forecast data, and where we track toward forecast goals
Perform a Data QA check to look for inaccurate or missing field values prior to running the Weekly Earned Value Data export, using the "Data QA: Missing or Incorrect Field Values/Information" dashboard. Always click "Refresh" to load latest data.
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