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User Centric Work Management

Clarizen was built from the user up, instead of the manager down, and puts tools in the hands of those who need them to do their jobs. Tracking tasks interdependencies and status is simple, and the users can update status with related notes and comments through the email integration or directly through the Clarizen project management software. Clarizen combines work management and team collaboration with real-time business execution in a single cloud-based application.



  • Core Project Management Features

    Clarizen provides a suite of tools to plan, track, and execute your projects. From scheduling to budgeting to reporting, Clarizen gives you the structure to manage and execute your projects, in a centralized, collaborative environment your entire team will actually want to use. With everything in one place and in the cloud, you and your team are free to work where, and how, you want.

  • Resource Management

    Clarizen’s comprehensive resource management module lets you view resource availability, identify resources by skillset, and load balance to ensure optimal utilization. Resource load simulation and interactive resource load views let you model different scenarios to ensure resources are not overloaded so projects are completed on time. 

  • Task Management

    Clarizen makes it easy to break down a project plan into milestones, tasks and sub tasks, as well as define dependencies and assign or delegate for execution.  Each team member’s dashboard is personalized to show only their tasks and relevant communications, so they can stay focused on their deadlines. As resources report their progress – either directly into Clarizen or via email –Clarizen updates project status so managers have a real-time view of progress and can course correct to ensure they stay on target.

    • Actual versus Remaining Efforts Completion Reporting
    • Automatic Notifications
    • Recurring Tasks
    • Billable & Non Billable Work Items
    • Task Feedback
    • Templates
    • Project Percentage Completion Reporting
    • Progress Report via Emails - ProjectMail™
    • Reportable & Non Reportable Work Items

  • Issue Management

    Clarizen can also help you track and manage issues. Issues can be any item that needs some sort of resolution, such as bugs or feature requests.  When used with workflows, you can easily automate the process of assigning and delivering solutions to bugs, issues, requests, and risks that are reported by your team, customers and collaborators.

  • Team Collaboration

    With Clarizen, project management becomes collaborative and team-centric, allowing the transparency and flexibility necessary to efficiently complete tasks and carry out project plans. With the ability to upload, store, and share documents, notes, discussions, and emails, all of your unstructured data is now tracked and available for review. With all the information you need readily available, you can focus on doing work instead of managing it.

    • Automatic Notifications
    • Email Traceability
    • Contacts & Email Addresses
    • Discussions
    • Document Sharing
    • Inter-Project Shortcuts
    • Notes
    • Project Templates
    • Multi-Project Management
    • Real Time Team Updates
    • Delta Change Updates: Instant, Aggregated & In-Context
    • Email Discussion Generated from Work Item

  • Budget Management

    Using Clarizen, you can estimate the cost of projects using a combination of resource rates, fixed rates, and expenses. You can easily customize Clarizen to define global hourly rates for specific roles, users, or resources. Users can also see how budget projections map to actual reported hours, making it simple to analyst the billing status of each project, resource, or client. Use built-in permissions to control who has access to sensitive data such as resource rates and project budgets.

    • Billable and Non Billable Work Items
    • Budgeting
    • Cost and Revenue Rates
    • Fixed Price Rates
    • Job Role and Related Rates
    • Expected and Actual Revenue
    • Budgeted and Actual Costs
    • Financial Indicators
    • Expenses

  • Time Tracking

    Using this module, end users input their hours against their tasks, from the field or behind their desk. Hours are automatically submitted for approval and automatically update both the budget and the status for projects. Expense reports track billable information relating to projects so your project cost and billing information are always accurate and up-to-date.

    • Automatic Notifications
    • Calendars
    • Reportable & Non Reportable Work Items
    • Timesheet Approvals
    • Timesheet Reporting
    • Time Tracking

  • Customization Features

    Clarizen is fully customizable, making it easy for any organization to tailor the system to meet their specific business requirements. Customizations include defining custom fields, and creating validation rules, workflow rules, and custom actions. Creating and modifying rules allows you to automate and finely tune Clarizen to achieve nearly any imaginable process. Take what you like about your existing processes, and use Clarizen to streamline your work. Clarizen Apps are common or specialized customizations created by Clarizen – or submitted by Clarizen customers -- that can be added with a mouse-click in the Clarizen App Marketplace.  

    • Custom Fields
    • Custom Actions
    • Workflow Rules
    • Scheduled Worflow Rules
    • Validation Rules

  • Reports & Dashboards

    Dozens of standard reports are available and can be easily customized or created to provide visibility into project KPIs. Reports can illuminate critical deliverables, issues, timelines, budges, resource loads and deadlines. With Clarizen’s integration with Salesforce.com, these reports and dashboards are also accessible within Salesforce, allowing full visibility for sales and executive teams.

    • Advanced Reports Editor
    • Built In, Best Practices Reports
    • Dashboard Filtering
    • Email Reports & Notification
    • Excel Reports
    • Home Page Dashboard
    • Change History
    • Burndown Chart

  • Integrations

    Clarizen looks to provide best of breed project execution in a way that allows organizations to smoothly integrate with other components of the cloud.  We have tight integrations and partnerships with leading SaaS solutions including Salesforce.com, Intacct, and Google.. Further, Clarizen’s open API has been used by many customers to integrate with their own applications.

  • Help/Support

    Clarizen customers rave about sales and customer success team and process. We offer free, live webinars daily, in multiple languages, for beginner, intermediate, and advanced users. You or your team members can hop on a webinar and ask specific questions to optimize Clarizen for your environment, learn from your peers and gain best practices from Clarizen’s product experts. . Furthermore, the Clarizen community offers a wealth of knowledge – in the form of FAQ articles, interactive forums, online tutorials based on both roles and functionality, wiki articles and so much more.