AmericaSalesforce Integration Register WednesdayApr 11, 9am PSTClarizen's salesforce integration closes the loop of execution for professional service organizations from lead generation to post sales analysis, billing and resource utilization. This webinar will go over the integration from installation to building custom triggers. Highlights: - Installing salesforce and best practices for creating projects for accounts/opportunities
- Mapping custom fields
- Saleforce trigger builder
- Dashboards and KPIs
- Using InterAct with Salesforce
| Clarizen API Register WednesdayApr 18, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Time Tracking Register WednesdayMay 2, 9am PSTClarizen is the ideal solution for organizations looking to track time worked for their employees. The Clarizen time tracking subsystem makes it easy for resources to enter their hours worked, and for managers to approve these hours. For organizations looking to utilize this functionality to its fullest, this webinar will review all out of the box and customization options, and will also go over the different reports that are available within Clarizen. Highlights: - Basic reporting in timesheet: enter hours/days/minutes and comment
- Explain life cycle: reported/submitted/approved
- Work items settings: reportable Actual effort updated from timesheet
- How actual effort updates after approval
- Show daily total hours worked
- Reopening approved time
- Custom fields on the timesheet level
- Approval workflow - who can approve?
- Automatic approval setting
- Canned Reports on timesheets and customized reports in Excel Add-in
- Explain all system settings on Timesheets
- Show daily timesheet notifications emails
- Approvals count on homepage
| Excel Plugin Register WednesdayMay 9, 9am PSTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| V5.4 new features Register WednesdayMay 16, 9am PSTGet a sneak peek at the newest features to be released with Clarizen V5.4. We'll be reviewing the new workflow rule actions, including the ability to send reports and automatically move object, our new permissions, and the ability to view the resource load based on remaining effort. Highlights: - Enhances permissions
- Improved resource management views & reports
- More customizations (Delete & Move actions, Send Report action, more)
| Clarizen API Register WednesdayMay 23, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Permissions Register WednesdayMay 30, 9am PSTA deep look into the existing permission capabilities in Clarizen today, next version, and the future Highlights: - User types (internal, external, admin and super user)
- System setting that affects the end user permissions (e.g. reports, search, financial etc.)
- Enhanced permissions in V5.4
- Plans for the future
| Excel Plugin Register WednesdayJun 6, 9am PSTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Visibility using Clarizen Register WednesdayJun 13, 9am PSTLooking to learn how to get full visibility into all aspects of your project's planning and execution? Clarizen not only gives you standard gantt views and reporting but also allows gives you a highlevel roadmap view, shareable widgets, resource planning views, and the ability to send reports via email to anyone, anytime. Highlights: - Roadmap, Gantt - Views and shareable widgets
- Summary fields
- Reports
- New features: scheduled reports, reports using interact, attaching reports to work items/issues
- Excel add-in
- Views
| Clarizen API Register WednesdayJun 20, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| InterAct Register WednesdayJun 27, 9am PSTInterAct is patent pending Clarizen feature that allows organizations to bridge the gap between structured and un-structured work by enabling the creation and updating of objects directly from their email or web forms. This webinar will give an overview of the InterAct feature and answer all questions regarding the creation and utilization of rules within the InterAct subsystem. Highlights:- Using InterAct for action item tasks
- Includes creating the general mailbox
- Setup of rule
- Setup of default project
- Duplicating rules for specific work items
- Using InterAct as HelpDesk
- How to create a webform
- Customizing email to case mailboxes
- Setting up rule so that end users can request updates on their tickets
| Excel Plugin Register WednesdayJul 11, 9am PSTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Improve Your Work Execution Register WednesdayJul 18, 9am PSTUpdating the progress of ongoing work is essential for getting a real-time view of your project's execution. Clarizen allows your users to update their work in a variety of different ways both within and outside of the Clarizen application. Learn how your users to quickly and easily update their progress regardless of their location or your organizations time tracking needs. Highlights:- Individual Reporting vs. Shared Reporting
- Executable work items & Executable email reminder
- Email interaction via Clarizen (TrackIt)
- Report via email:
- iCal subscription
- Progress Report via email + stopwatch via quick update
- InterAct
- Clarizen Anywhere (Beta)
| Clarizen API Register WednesdayJul 25, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Budget Management Register WednesdayAug 1, 9am PSTBudget Management is a key factor is bringing projects to a successful close. Learn how Clarizen can help you manage project and portfolio budgets, including resource rates, fixed cost, custom KPIs, budgetary reports, and integrations with external billing systems. Highlights:- Cost vs. revenue
- Rates (global, job title, user)
- Work item specific rates
- Fixed cost/price vs. variable cost/price
- Planned and actual expenses
- Budget management KPI (earned value)
- Budget KPI and shortcuts
- Timesheets and connectivity to actual cost/revenue
- Budget Reports
- Integration with billing systems - Intacct
| Excel Plugin Register WednesdayAug 8, 9am PSTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Customization Register WednesdayAug 15, 9am PSTClarizen offers a large set of customizations including custom fields, workflow rules, scheduled workflow rules, custom actions, and validation rules to allow each organization to automate their work. Learn how to set up these customizations and tips and tricks to eliminate repetitive daily work. Highlights: - Customization elements in Clarizen:
- WR, SWR
- Validation rules
- Custom Actions, including custom forms
- Custom fields
| Clarizen API Register WednesdayAug 22, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Excel Plugin Register WednesdaySep 5, 9am PSTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Resource Management Register WednesdaySep 12, 9am PSTResource management is a key factor in planning and executing projects successfully. This webinar will review all out of the box resource management tools, including setting up user groups and skill sets, how to ensure resource availability pre and post assignment, and how to set up custom workflow rules and fields to ensure proper resource utilization. Highlights: - Users setup:
- Groups
- Skills
- Personal calendar (schedule settings and exceptions) at the org level, group level, user level, and how calendars affect scheduling
- Personal calendar reports
- Job titles
- Default Projects
| Clarizen API Register WednesdaySep 19, 9am PSTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| SSO support Register WednesdaySep 26, 9am PSTLearn how to setup Single Sign On support in Clarizen to enable both automatic provisioning and federated authentication for your users. Highlights: - What is Automatic Provisioning and what is it good for?
- What is Federated authentication and what is it good for?
- Onelogin Identity Provider introduction
- High level overview of the configuration
|
| EuropeSalesforce Integration Register WednesdayApr 11, 2pm GMTClarizen's salesforce integration closes the loop of execution for professional service organizations from lead generation to post sales analysis, billing and resource utilization. This webinar will go over the integration from installation to building custom triggers. Highlights: - Installing salesforce and best practices for creating projects for accounts/opportunities
- Mapping custom fields
- Saleforce trigger builder
- Dashboards and KPIs
- Using InterAct with Salesforce
| Clarizen API Register WednesdayApr 18, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Time Tracking Register WednesdayMay 2, 2pm GMTClarizen is the ideal solution for organizations looking to track time worked for their employees. The Clarizen time tracking subsystem makes it easy for resources to enter their hours worked, and for managers to approve these hours. For organizations looking to utilize this functionality to its fullest, this webinar will review all out of the box and customization options, and will also go over the different reports that are available within Clarizen. Highlights: - Basic reporting in timesheet: enter hours/days/minutes and comment
- Explain life cycle: reported/submitted/approved
- Work items settings: reportable Actual effort updated from timesheet
- How actual effort updates after approval
- Show daily total hours worked
- Reopening approved time
- Custom fields on the timesheet level
- Approval workflow - who can approve?
- Automatic approval setting
- Canned Reports on timesheets and customized reports in Excel Add-in
- Explain all system settings on Timesheets
- Show daily timesheet notifications emails
- Approvals count on homepage
| Excel Plugin Register WednesdayMay 9, 2pm GMTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| V5.4 new features Register WednesdayMay 16, 2pm GMTGet a sneak peek at the newest features to be released with Clarizen V5.4. We'll be reviewing the new workflow rule actions, including the ability to send reports and automatically move object, our new permissions, and the ability to view the resource load based on remaining effort. Highlights: - Enhances permissions
- Improved resource management views & reports
- More customizations (Delete & Move actions, Send Report action, more)
| Clarizen API Register WednesdayMay 23, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Permissions Register WednesdayMay 30, 2pm GMTA deep look into the existing permission capabilities in Clarizen today, next version, and the future Highlights: - User types (internal, external, admin and super user)
- System setting that affects the end user permissions (e.g. reports, search, financial etc.)
- Enhanced permissions in V5.4
- Plans for the future
| Excel Plugin Register WednesdayJun 6, 2pm GMTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Visibility using Clarizen Register WednesdayJun 13, 2pm GMTLooking to learn how to get full visibility into all aspects of your project's planning and execution? Clarizen not only gives you standard gantt views and reporting but also allows gives you a highlevel roadmap view, shareable widgets, resource planning views, and the ability to send reports via email to anyone, anytime. Highlights: - Roadmap, Gantt - Views and shareable widgets
- Summary fields
- Reports
- New features: scheduled reports, reports using interact, attaching reports to work items/issues
- Excel add-in
- Views
| Clarizen API Register WednesdayJun 20, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| InterAct Register WednesdayJun 27, 2pm GMTInterAct is patent pending Clarizen feature that allows organizations to bridge the gap between structured and un-structured work by enabling the creation and updating of objects directly from their email or web forms. This webinar will give an overview of the InterAct feature and answer all questions regarding the creation and utilization of rules within the InterAct subsystem. Highlights:- Using InterAct for action item tasks
- Includes creating the general mailbox
- Setup of rule
- Setup of default project
- Duplicating rules for specific work items
- Using InterAct as HelpDesk
- How to create a webform
- Customizing email to case mailboxes
- Setting up rule so that end users can request updates on their tickets
| Excel Plugin Register WednesdayJul 11, 2pm GMTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Improve Your Work Execution Register WednesdayJul 18, 2pm GMTUpdating the progress of ongoing work is essential for getting a real-time view of your project's execution. Clarizen allows your users to update their work in a variety of different ways both within and outside of the Clarizen application. Learn how your users to quickly and easily update their progress regardless of their location or your organizations time tracking needs. Highlights:- Individual Reporting vs. Shared Reporting
- Executable work items & Executable email reminder
- Email interaction via Clarizen (TrackIt)
- Report via email:
- iCal subscription
- Progress Report via email + stopwatch via quick update
- InterAct
- Clarizen Anywhere (Beta)
| Clarizen API Register WednesdayJul 25, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Budget Management Register WednesdayAug 1, 2pm GMTBudget Management is a key factor is bringing projects to a successful close. Learn how Clarizen can help you manage project and portfolio budgets, including resource rates, fixed cost, custom KPIs, budgetary reports, and integrations with external billing systems. Highlights:- Cost vs. revenue
- Rates (global, job title, user)
- Work item specific rates
- Fixed cost/price vs. variable cost/price
- Planned and actual expenses
- Budget management KPI (earned value)
- Budget KPI and shortcuts
- Timesheets and connectivity to actual cost/revenue
- Budget Reports
- Integration with billing systems - Intacct
| Excel Plugin Register WednesdayAug 8, 2pm GMTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Customization Register WednesdayAug 15, 2pm GMTClarizen offers a large set of customizations including custom fields, workflow rules, scheduled workflow rules, custom actions, and validation rules to allow each organization to automate their work. Learn how to set up these customizations and tips and tricks to eliminate repetitive daily work. Highlights: - Customization elements in Clarizen:
- WR, SWR
- Validation rules
- Custom Actions, including custom forms
- Custom fields
| Clarizen API Register WednesdayAug 22, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| Excel Plugin Register WednesdaySep 5, 2pm GMTClarizen's Excel Plugin allows you to create a vast amount of reports using data directly from your Clarizen account. Learn how to get started with the Excel plug-in by defining a query, selecting report types, sorting, and filtering. Highlights: - Overview of the Clarizen data model
- Purpose of the Excel plug-in
- Benefits
- Versions of Excel plug-in (Developer, Runtime)
- Logging in
- Defining a query
- Entity selection
- Condition definition
- Condition types (based on field type)
- Runtime Editable conditions
- Result fields
- Sorting
- Maximum lines
- Refreshing queries (runtime usage)
- Advanced topics
- Hop Conditions
- And/Or Conditions
- Creating pivot table summaries
- Making copies of the raw data
- Creating pivot tables
- Specifying dynamic ranges
- Combined queries (using Vlookup)
| Resource Management Register WednesdaySep 12, 2pm GMTResource management is a key factor in planning and executing projects successfully. This webinar will review all out of the box resource management tools, including setting up user groups and skill sets, how to ensure resource availability pre and post assignment, and how to set up custom workflow rules and fields to ensure proper resource utilization. Highlights: - Users setup:
- Groups
- Skills
- Personal calendar (schedule settings and exceptions) at the org level, group level, user level, and how calendars affect scheduling
- Personal calendar reports
- Job titles
- Default Projects
| Clarizen API Register WednesdaySep 19, 2pm GMTLooking to integrate Clarizen with your existing solutions? Find out how to work with Clarizen's API with a detailed review of our data model and examples of integration with client applications. Highlights: - Overview of the Clarizen data model
- Overview of the Clarizen Web Service API
- Developing a client application
- Login
- Querying entities
- Updating entities
| SSO support Register WednesdaySep 26, 2pm GMTLearn how to setup Single Sign On support in Clarizen to enable both automatic provisioning and federated authentication for your users. Highlights: - What is Automatic Provisioning and what is it good for?
- What is Federated authentication and what is it good for?
- Onelogin Identity Provider introduction
- High level overview of the configuration
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