Project Management Software - Clarizen

Tutorials

  • Home Page
  • Setting up Clarizen
    • Organization Settings
    • Module Activation
    • Multiple Currencies Support
      • Multiple Currencies Maintenance
      • Entering Monetary Data
    • Key System Settings
      • Tasks Reporting Policy
      • Time Tracking Settings
      • User Interface Settings
      • Alerts and Highlights
    • Managing Users
      • Organization Job Titles and Rates
      • User Management
      • Invite New Users
      • Import Users from File
      • Update User Profile
    • License Activation
    • Personal Settings
    • Get Yourself Trained Online with Clarizen
  • Creating a Project
    • Create a New Project Wizard
    • Initial Setup of the Work Plan
    • Importing MS Project into Clarizen
  • Reporting Progress Over Email
    • Report Progress via Email
    • Scheduled Progress Report or Ad-hoc request
  • Your Role in Clarizen
    • User’s Global Roles
    • Project’s Specific Roles
    • External User
  • Time Tracking and Approval
    • Module Activation
    • Reportable & Billing
    • Settings
    • Time Sheet Submission
    • Time Sheet Approvals
    • Budget and Timesheet Reports
  • Expenses
    • Module Activation
    • Expenses Settings
    • Expense Sheets Page
    • Expenses Page
    • Expense Sheet Approvals
    • Budget & Expenses
  • Issues
    • Module Activation
    • Issue Lifecycle
    • Issue Management Settings
    • Issues Page
    • Issue Properties
    • Issues & Customers
    • Issues & Related Work
    • Subscription for Issue Notifications

What's New in Clarizen

  • 4.8 Version
  • 4.5 Version
  • 4.3 Version
Tutorials List

Setting up Clarizen

With just a few clicks your organization and personal preferences will be set and ready to go live with your projects.

imgOrganization Settings
Define your organization’s logo, calendar, currency, time zone etc. Learn More...

imgModule Activation
Activate the modules you will use in Clarizen.Learn More...

imgMultiple Currencies Support
Define your different currencies and respective exchange rates.Learn More...

imgKey System Settings
Define your task reporting policy, user interface settings, etc.Learn More...

imgManaging Users
Define your users, organizational job titles, user’s costs and billing rates.Learn More...

imgLicense Activation
Activate and assign licenses to users.Learn More...

imgPersonal Settings
Modify your personal preferences.Learn More...

imgGet Yourself Trained Online with Clarizen
participate in one of Clarizen’s upcoming online training sessions.Learn More...