with Planview Clarizen software

Customize Planview Clarizen to fit how your enterprise does business and reconfigure at any time.

• Flexible UI

  Empower users with a flexible, intuitive interface that fits their way of working.

• Centralized Architecture & Data Model

  Support for all users in a single instance with permission controls to manage who can see what.

• Out-of-the-Box and Custom Templates

  Project and milestone templates automate project creation based on custom triggers and workflows, including input from 3rd-party systems such as Salesforce.

• Custom Objects

  Extend Planview Clarizen beyond standard functionality modules by tailoring capabilities to suit your business-specific scenarios, while preserving a familiar user experience.

• Workflow Automation

  Streamline and standardize processes by automating repeatable processes, alerts, and workflows to match the way you want to work — now and in the future.

• Project Administration

  Minimize project risk, increase consistency, and reduce time spent on mundane tasks by automating complex or repetitive tasks.

Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time.

• Demand Management

  Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute.

• Capacity Planning

  Workspace supports both top-level resource optimization for portfolio and resource managers in addition to task-level assignments for project managers.

• Resource Management

  Gain real-time insight into your available resources and their current workloads.

• Project-level Planning

  Quickly establish a timeline with milestones, due dates, deliverables and interdependencies and even take advantage of prebuilt templates to simplify the job even more.

• Portfolio Management

  View work in aggregate across teams, projects, departments, and even clients, to proactively identify any blockers and/or potential impacts.

Create a single source for all project information: Keep your internal and external teams connected, communicating, and collaborating, and keep stakeholders informed.

• Collaborative Work Management

  Support your teams and how they want to work, whether that is via a traditional work management approach, an agile model or somewhere in between.

• Agile Task Management

  Backlog prioritization and sprint planning ensure that your team’s entire workload will be handled quickly and efficiently.

• Personalized Workflows

  Keep teams more organized by using multiple boards in each workspace and create custom stages to reflect each team’s workflow.

• Mobile App

  Mobile app mirrors the full functionality of our web application, creating a seamless, consistent user experience between devices.

• External Collaborator

  Intuitive, one-stop-shop portal that provides access for external users and guests to their projects, files, conversations, and requests — no training required.

Capture all financials on a project – whether labor or non-labor, CAPEX vs. OPEX, billable vs. non-billable.

• Budget Tracking

  Monitor expenses to ensure every project stays within budget. Set hourly rates on a global basis as well as by role, user, or project.

• Timesheets

  Track all billable and non-billable hours automatically to the appropriate work item or project. Submit time without ever leaving Microsoft Teams or Slack.

• Utilization Trend Analysis

  Use utilization trends to increase the accuracy of your plans and forecasts.