Clarizen’s Summer Release 2014

June 11, 2014
Comments: 9
Posted By: Helena Bachar

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Clarizen Upcoming Release Content – Release Date: June 8th 2014

Clarizen’s Summer Release is here and includes a load of new features and enhancements to help you manage your work in the most efficient manner.  This release includes brand new chart options, and a new way to turn your discussion posts into actionable items, and many more great new tweaks and features.

Brand new charts

The Summer Release includes two new charting options, a bubble chart and scatter chart.  These new charts allow you to create on the fly reports in almost any module in the system, with the ability to slice and dice your data and share the graphical results with anyone, in or out of your organization.

The scatter chart allows you to create a three dimensional chart, while the bubble chart enables a four dimensional charts with the x and y axis determining the plot location, point color, and, in the bubble chart, the size of each plot point (aka bubble size).

For instance, you can create a scatter chart to plot your projects and view their start date vs. the actual cost, allowing you to get an overview of the overall actual cost in each quarter in the coming year.  The point, or bubble, color can then be determined by the project type, or perhaps the vertical or department.  By creating a bubble chart, you can add a fourth parameter to this chart by setting the bubble size to be the expected profitability, giving you an overview of project cost and expected profits across the relevant start date.

Bubble and scatter charts are not limited to the Projects module, in fact, they are available in all modules.  For example, you can also create a bubble chart in the cases module to track the SLA and state of all cases opened in the past month, or view the distribution of your customers based on customer size, location, and industry.  Charting options are endless and can easily be customized as needed to fit your organization’s business needs.

Another great improvement made to the charts, including the starburst chart, is that you can now isolate specific values on the chart, allowing you to focus on the most relevant items.  For instance, if you are looking for all the plot points of projects of type “Design”, simply hover over the value in the legend, and all other items will be dimmed in the chart, giving you full visibility into the spread of all design projects.

Easily create new actionable items

Discussion posts are a great way to communicate with your team members either on specific work items or within discussion groups.  In fact, discussions often lead to the creation of new actionable items, and, in the Summer Release, we’ve made it a whole lot easier to add these new items with just a click of a button.

Now, when you want to create a new task, risk, request, project, or any other item and link it directly to your discussion post or reply, all you have to do is click on the ‘+’ sign on your keyboard.  Entering this “hotkey” in a discussion will instantly open up a dropdown of all the possible objects you can create.  That means that you can easily create minutes of meetings, quickly allocate work to different team members, create your own personal list of to do list items, and much more.

Usability improvements

Here at Clarizen, we really believe in listening to our customers, and learning how we can improve the system.  Like all our feature releases, the Summer Release includes many features that were requested directly from our customers. 
For starters, when working on a team panel view, for instance in the Tasks module, you can now access the Resource Load view for all the users in your team, giving you the ability to view the distribution of work between all the team members and quickly and easily redistribute the work as needed.  To view the Resource Load for everyone in the team simply hover over “Everyone” entry on the team panel, click the dropdown button, and select the “View Load” option.

Another great improvement in this release is the ability to quickly update a user’s license type simply by updating the “User type” field in the grid, or on a specific user’s profile card.  For you Clarizen admin users out there it means you no longer have to go searching through your available licenses and handle license assignment on a one by one basis.  You can now run a workflow rule, custom action, or even copy and paste the relevant license type directly in the grid to quickly and easily distribute your licenses as needed.  Updating the “User type” field is limited to Admin users in the system, and a new license will be assigned to the user on their next login into the system.

Next up is an enhancement to the “Resource load per task”, “Resource overload per task”, and “Resource underuse per task” reports.  These reports give you visibility into the work load of selected users during a specified time frame.  Until now these reports always showed tasks that were either “Active” or “Draft”, but due to your feedback, we’ve added the ability to define which tasks to include with a new “State” filter.  Now you can view the load of specific users on all tasks that are “On Hold”, in addition to “Active” and “Draft” tasks, to get a better understanding of what effect resuming these tasks will have on your overall resource usage.  These reports are available in the Reports module under the “Resource Load” category.

Last but not least, we’ve added two additional date formats, “YY.MM.DD” and “DD.MM.YYYY”, that can be set as organization level defaults or user level defaults.  Once a date format is set, either on a user or organizational level, it will be used to display all date values throughout the application and in any emails that are sent out of the application.  Remember, the user level setting will override the organization level, allowing each individual user to set their preferred formatting option.

For any questions regarding the Summer Release, be sure to hop onto our daily QA webinars, where you can speak directly to one of our product experts can get your questions answered in a flash.  Remember, the Summer Release was released on your accounts on June 8th, so be sure to check out the new features.


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  1. September 12, 2014 | Tony Laban

    I surely need to utilize the "team" concept more for this feature because it would definitely help in verifying what the developers tell me they worked on and their timesheet entries. Anything to reduce mouse clicks and keyboard time is greatly appreciated.

  2. August 12, 2014 | Arnie Ganson

    The Resource Load view for all users in a team is very useful. Helps saves time in having to change the Resource Load to be by group, then find the group you want, etc..

  3. August 7, 2014 | Anthony Laban

    The presentation of data is a nebulous area because it really depends on what type of data you have, how is it formatted, what are your trying to convey with your results, what is the most impactful way of showing your data that get the most reaction for what you are aiming for. There are many ways to present the same thing, all will look different yet all will produce the same result. It's the perception and visualization of those results that produces the greatest response for your target audience.

  4. August 6, 2014 | Peter Koch

    I am looking forward to trying out the bubble charts.

  5. August 6, 2014 | Edgar Jimenez

    Useful features...

  6. August 6, 2014 | Edgar Jimenez

    Excelent and useful..

  7. August 4, 2014 | Jen Howard (Clarizen)

    Thanks for the feedback everyone!

  8. July 31, 2014 | Tracy Warner

    Really useful feature

  9. July 17, 2014 | Jason Cox

    I like the 4 dimension charts - bubble, scatter, starburst. Great idea on making the size of the bubble based on the expected profitability. Thanks!

  10. July 11, 2014 | Jonny Barr

    The new actionable items feature is great!