success.clarizen.comClarizen Success

Clarizen Project Management Help -- Submit a request Status Blogs Apps Sign in Submit a request Coming Soon Coming Soon Manage Labor Forecast Integrations Integrations iHub Integration Platform Salesforce Integration SharePoint Online - Setting Up the Integration SharePoint Online - Managing Content SharePoint Site Collection Paths per Customer JIRA Integration V2 See all 13 articles Add-ins Data Loader Document Publisher Excel Add-in Embedding Clarizen Widgets in Confluence Digital Proofing with Ziflow Apps Portfolio Optimizer App Data Warehouse Export Action Items and Tasks Import App Home Portal Overview API Web Service API Guide Version 2 REST API Guide Version 2 Clarizen One Release Notes SUMMER 2020 UPDATE 1 (JULY 5, 2020) Release at a Glance Enhanced Security Options and Visibility for Shared Widgets Improved Global Search Usability Improved Template Management and Usability Financial Planning in context Bar and Horizontal Chart Enhancements See all 10 articles SPRING 2020 UPDATE 4 (JUNE 14, 2020) Release at a Glance Show Login History in Reports Use Financial Time Frames in Resource Utilization Reports Show Only Group Calendars or Calendars Created by Me in Project Calendars Currency Summary in View Mode Currency Fields in Exported Excel Reports are now Currency Fields SPRING 2020 UPDATE 3 (MAY 24, 2020) Release at a Glance Financial Permissions for External Users Custom Object Links Inherit Permissions from Related Items Portfolio Permissions User Capacity for Inactive Users is Zero Set or Update Time-phase Financial Data using Workflow Rules See all 8 articles SPRING 2020 UPDATE 2 (MAY 3, 2020) Release at a Glance Resource Placeholders - Creating Staffing Requests from Tasks Changes to Resource-related Relations/References in Configurations Improved Performance for Time-Phased Resource Reports Slide Publisher - Enhanced Support for Portfolios and Runtime Filters on Current Customers Increased Quotas for Configurations See all 8 articles SPRING 2020 UPDATE 1 (APRIL 5, 2020) Release at a Glance Introducing My Work for Team Members Work Plan Usability Enhancements: Minimize Ribbon and Enhanced Contextual Menu Capacity Planning Updates Support for Multi-User Access to SharePoint via a Single Organization Account Financial Planning View Enhancements See all 9 articles WINTER 2020 UPDATE 3 (MARCH 8, 2020) Release at a Glance API Updates for Developers Capacity Planning Enhancements in the Demand Table Removed Grant Login Access 1- and 3-Day Options Change History for User and User Group Objects Support for Variables in Outbound Call URLs for Workflow Rules and Custom Actions WINTER 2020 UPDATE 2 (FEBRUARY 16, 2020) Release at a Glance Report Enhancements: Freezing Columns, Disabling Tables API Keys Support Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login Timesheet Reporting Enhancements WINTER 2020 UPDATE 1 (JANUARY 5, 2020) Release at a Glance Rename Report Fields for Columns and Charts Cumulative Time-Series Line Charts SharePoint Integration Enhancements Predefined Lookup Rules in Reference to Object Fields Data Loader - Download Fields in Rows FALL 2019 UPDATE 3 (DECEMBER 15, 2019) Release at a Glance Confirmation Required when Updating Email Report Enhancements Updates for Dashboard Filters Lite Admin Role Contextual Menu for Work Plan FALL 2019 UPDATE 2 (NOVEMBER 24, 2019) Release at a Glance New Logical Formula Function for Comparing Duration and Currency Fields with Zero (0) or Null Values Round Numbers in Pie Charts Crosstab Reports: Date Range Filter Applies to Highlights, Charts and Table Display Empty Related Panels Panel New Standard Fiscal Year Summary Fields for Budgeted Cost / Expected Revenue See all 7 articles FALL 2019 UPDATE 1 (OCTOBER 15, 2019) Release at a Glance Capacity Planning - Skills View and Sharing Capabilities SUMMER 2019 UPDATE 3 (SEPTEMBER 15, 2019) Release at a Glance Formula-based Totals in Report Tables Financial Planning Enhancements Project Billing Types for Revenue Forecasting & Recognition Capacity Planning - Text Fields in the Demand Table and 2 Decimal Places in Grids Jira Integration - New Unlinked Indication for Work Items See all 7 articles SUMMER 2019 UPDATE 2 (AUGUST 18, 2019) Release at a Glance Resize Columns in Capacity Planning's Demand Table Open Proofs in Clarizen One Matching Current User Fields in Filtered Lookup Filters SUMMER 2019 UPDATE 1 (JULY 7, 2019) Release at a Glance Relabel, Edit Descriptions and Tooltips of Standard Fields Filtered Lookups for Custom Action Forms Utilization Time-phased Financial Fields Timesheet Approval Updates SPRING 2019 UPDATE 5 (JUNE 16, 2019) Release at a Glance Welcome to Modern Theme SPRING 2019 UPDATE 4 (June 2, 2019) Release at a Glance New 'Manual' Progress Update Emails Setting for Projects Round Numbers in Report Charts Followers on Custom Objects is Supported in Configurations Support for Number of Customers in API SPRING 2019 UPDATE 3 (MAY 12, 2019) Release at a Glance Advanced Export Work Plan Shift Non-Labor Resources Labor Actual Costs in Financial Planning based on Approved Timesheets Round Numbers in Report Highlights Capacity Planning - Sort Project Fields in the Demand Table SPRING 2019 UPDATE 2 (APRIL 21, 2019) Release at a Glance Ziflow Integration Enhancements Capacity Planning - Added Columns to Demand Table Slide Publisher - Enhanced Scheduling for Reports Date-Effective Rates are in General Availability SPRING 2019 UPDATE 1 (MARCH 31, 2019) Release at a Glance Ziflow for Proofing Documents Capacity Planning - Filter Resources by Skills WINTER 2019 UPDATE 4 (MARCH 10, 2019) Release at a Glance Dashboard Filter Panel Removed When No Run-time Filters in Reports Capacity Planning Interface Enhancements Baseline Work and Costs are Saved on the Resource Link Change History Available in Case Modules Support for Followers on Custom Objects WINTER 2019 UPDATE 3 (FEBRUARY 17, 2019) Release at a Glance Job Title History in Prices and Rates Window Only Profile-set Fields are Displayed in Change History New Functions for Currency Type, Billing and Cost Rates WINTER 2019 UPDATE 2 (JANUARY 27, 2019) Release at a Glance New Slide Publisher Features Date-effective Cost and Billing Rates Dynamic Property Cards for Customer and Custom Object Entities Cases Support in Project's Change History WINTER 2019 UPDATE 1 (JANUARY 6, 2019) Release at a Glance Customized Financial Planning Views New Separator for Resizing Capacity Planning Panels Support for Line Charts in Slide Publisher Change History Enhancements Time-phased Resource Utilization Reports - Improved Performance See all 8 articles FALL 2018 UPDATE 3 (NOVEMBER 25, 2018) Capacity Planning Enhancements - More Columns, Reorder Columns, Show Priority Release at a Glance Time-phased Resource Utilization Reports Multi-Currency Support in Reports Duplicate Report Tabs FALL 2018 UPDATE 2 (November 4, 2018) Release at a Glance Change History Enhancements and General Availability Dynamic Property Card Layouts - Enhancements and General Availability Capacity Planning Enhancements New Overview Fields for Property Cards Relations Summary in Custom Field Data Type Description FALL 2018 UPDATE 1 (OCTOBER 14, 2018) Release at a Glance Dynamic Property Cards - Layouts (Controlled Availability) Change History Enhanced Multi-Currency Support Automate 'Apply Task Assignment' with Configurations Daily Staffing Notification Settings See all 8 articles SUMMER 2018 UPDATE 4 (SEPTEMBER 2, 2018) Release at a Glance Bot Is Now in Microsoft Teams iHub Audit Trail SUMMER 2018 UPDATE 3 (AUGUST 12, 2018) Release at a Glance Slide Publisher - New Features and Functionality Capacity Planning - Exclude Projects SUMMER 2018 UPDATE 2 (JULY 22, 2018) Release at a Glance Exporting Reports to Excel - Support for Larger Files (More Rows) Capacity Planning Usability and Filtering Enhancements Default License Type in System Settings SUMMER 2018 UPDATE 1 (JULY 1, 2018) Release at a Glance Slide Publishe...