Planview Clarizen


What is Planview Clarizen?

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management.

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management that enables program managers to gain real-time visibility into work in progress, automate workflows, proactively manage risks, and deliver greater business impact. With Planview Clarizen, your PMO can help your organization quickly respond to opportunities and changing market conditions by turning ideas into strategies, plans, and actions and delivering the work that matters. Your teams can work the way they want while program managers and the executive team have real time-visibility into work-streams throughout the organization.

Planview Clarizen combines powerful project portfolio management capabilities with online team collaboration to deliver a complete work management platform for your enterprise. It facilitates team collaboration and project execution, ensuring data is always up-to-date and aligned with business objectives. No complex software or hardware installations are required due to Planview Clarizen's software-as-a-service (SaaS) structure, resulting in immediate business impact as teams and projects get up and running instantly.

Key capabilities include:

• Collaborative project management
• Project portfolio management
• Resource management and capacity planning
• Demand management and prioritization
• Document management
• Reports and dashboards
• Email and mobile collaboration
• Time and expense tracking
• Project budget tracking
• Team collaboration

Planview Clarizen is highly configurable and able to support hundreds of custom fields and business rules. Dozens of apps for common or specialized customizations can be easily added. And since Planview Clarizen is so well-mapped to your workflows, end-user adoption rates are high.



Planview Clarizen Awards


Planview Clarizen currently scores 84/100 in the Project Management category. This is based on user satisfaction (77/100), expert reviews (85/100), press buzz (47/100), and other relevant information on Planview Clarizen gathered from around the web.

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Planview Clarizen Review

Editors' Review by the Project Management Software Review Team

Each week we feature an app that has caught the attention of the Crozdesk community. We look for exciting features that make our lives easier, apps that take a radical approach to existing problems or a service that has everyone talking about it. In other words, apps that we think you should know about. This week’s featured app is workflow and project management software Clarizen.

Project Management Software: Clarizen: Crozdesk App of the Week

Set-up and Sign-in

Initial set-up of project management software Clarizen is a simple case of entering your name and email address and either choosing one of the paid plans or selecting the 30-day free trial. Once you’re signed up, Clarizen prompts you to invite colleagues to join, this is an optional step which can be skipped.

Project Management Software: Clarizen: Crozdesk App of the Week

A simple sign-up process with project management software Clarizen

Thoughtfully Created Templates

The next stage after sign-in is to set up a new project by either importing an existing MS Project (XML) file or using one of the numerous pre-created project templates. As you use Clarizen for project management, you will notice just how well these templates have been designed. Each template has been structured in a way which relevantly meets the main task of that type of project. As an example, the Tradeshow/Event Planning project is set up with a range of specific tasks which would be relevant to planning an event, the other project templates are set up in a similar way. This is a huge benefit for time-poor businesses as it means that much of the project planning process, which would normally involve considering all the different elements that project might involve, is already done for you by project management software Clarizen. In addition to the Tradeshow/Event Planning project template, other templates include:

  • Customer Rollout
  • Professional Services
  • Generic
  • IT
  • SCRUM Development for the production of software
  • New Product Introduction

Project Management Software: Clarizen: Crozdesk App of the Week

Thoughtfully produced project templates are built into project management software Clarizen

Once your new project is set up, you can navigate through Clarizen using the left-hand toolbar, let’s have a look at the features it contains…

Home

The Clarizen home screen features the title of your project along with a dashboard which shows information such as Project Status, project management, Project Type, Number of Project Topics and Project Completion levels. Other features of the dashboard include a roadmap, which shows your project timeline, a workplan and a discussions pane. It is instantly clear that Clarizen has been well thought out in that it seems as though as much time has been spent in the layout and UX of the software as it has on the appearance. Clarizen is simple to use, but it also looks good, a balance which is not achieved by all project management software currently on the market.

Project Management Software: Clarizen: Crozdesk App of the Week

The home dashboard screen provides an overview of useful information with project management software Clarizen

Social and Project Functions

The Social function is a team discussion page, team members can start new discussions and choose whether to include their organisation as a whole or the specific department in which they work. New users or members can be invited to a discussion. The Projects window shows an overview of all created projects along with their completion level and whether or not they are on track.

Project Management Software: Clarizen: Crozdesk App of the Week

The social function in project management software Clarizen

Tasks

The tasks screen shows a list of all tasks that you have either created or are involved with. This view includes the option to add new tasks, mark tasks as complete, delete and share tasks. Each pre-created template comes with a range of preset tasks, in the case of the Tradeshow/Event Planning template, used here as an illustration, pre-created tasks include Badges, Passport/Visa, Hotel, Care Rental, Tickets and Social media Promotion. This is a highly useful feature because it means that Clarizen is actually adding value to users and their projects by offering sensible, thoughtful suggestions of the kind of tasks that might be required in that particular project. It can be the shortcoming of other project management software, that they do not offer any such suggestions, leaving all content to be user-generated. While such an approach is adequate, it is far more valuable for an app to offer suggestions which might help the user in achieving their end goal, in this case planning a Tradeshow or event.

Project Management Software: Clarizen: Crozdesk App of the Week

The tasks window displays project-related tasks in project management software Clarizen

Reports

The Reports feature within Clarizen lists a wide range of different report options, offering data relating to your projects. Again, there is a useful range of pre-created reports within the Tradeshow/Event Planning project, these include All Cases to be Resolved in a Project; All Milestones Exceeding Budget Managed by Me; All Milestones Exceeding Budget per Project; All Opened Cases Committed to Customers; All Opened Cases per Customer and All Projects at Risk. Clicking on a report allows the user the opportunity to edit certain variables before generating the report in a new window.

Project Management Software: Clarizen: Crozdesk App of the Week

Reports offer useful project data in project management software Clarizen

People and User Groups

The People window allows new users to be added and removed while the User Groups feature allows User Groups to be created and edited. Discussions can also be added in the User Groups function, relevant for any discussions which are only relevant for a particular User Group.

Project Management Software: Clarizen: Crozdesk App of the Week

Create user groups in project management software Clarizen

Skills and Job Titles

Skills such as MS Excel expert, for example, can be created in the Skills window and assigned to particular users, allowing Clarizen users to be associated with particular strengths. This could be useful when it comes to choosing team members to work on a particular project, especially in larger organisations. The Job Titles window offers similar functionality, allowing allocation of Job Titles to users.

Issues: Bugs, Risks and Requests

The Issues module is for managing issues within Clarizen; Issues can take a number of forms and might include:

  • Bugs:  Bugs are generally used internally or by customers to report a software issue
  • Requests: Can be used as an enhancement request, either internally or externally by customers or as a change request in regards to projects or similar work items
  • Risks: Can be used to log potential risks, a risk register can therefore be created for a project or work item

Customers and Templates

Clarizen enables users to associate projects with one or more customers so that customer-centric projects, such as service projects, build-to-order projects, build-to-customer and others are linked to their respective customer. The Customers module can be used by the Clarizen administrator to manage the list of the organization’s customers. The Templates module can be used to view and select time-saving templates.

Project Management Software: Clarizen: Crozdesk App of the Week

Projects can be associated with particular customers with project management software Clarizen

Pricing

Clarizen is available in three price plans, for full details please visit Clarizen’s Pricing page. The plans are:

    • Professional Edition: At $30 per user, per month
    • Enterprise Edition: At $45 per user, per month
    • Unlimited Edition: At $60 per user, per month
Project Management Software: Clarizen: Crozdesk App of the Week

A range of pricing and license plans are available with project management software Clarizen

Designed for Efficient Project Management

Clarizen is an impressive tool for project management. It is recognisable from first use that the software has been carefully developed for businesses of all sizes and as such has a huge range of options and functions, almost all of which are fully customisable. It is the breadth of Clarizen’s functionality and adaptability which sets it apart from other Project Management tools; any business looking for a cloud project management solution would do well to try Clarizen for these reasons.

Project Management Market Radar

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Planview Clarizen Product Overview

  • Task Management

  • Budget Tracking

  • Project Scheduling, Gantt Chart

  • Collaborative Planning

  • Time Tracking

  • Issue Tracking

  • Workflow Management

  • Project Portfolio Management

  • Professional Services Automation

  • Project Management


Languages Supported: English, Hebrew, French, German, Spanish

Clarizen Product Info Sheet

Product recommendations, vendor rankings, market overview and tips on how to select Clarizen Product Info Sheet software for business. Published in December 2021.

Clarizen Project Management Product Information Sheet with insight into features, functionality and capabilities - Manage work, automate workflows and collaborate like never before.

FREE DOWNLOAD

Planview Clarizen Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • A/B Testing
  • Analytics
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Multi-Account
  • Multi-App
  • Multi-Site
  • Multi-User
  • Notifications
  • Onboarding
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Vacation & Absence Calendar
  • Database
  • Time Management
  • Employee Engagement
  • Bug Tracking
  • Roadmapping
  • Resource Management
  • Collaboration Support
  • Report & Compliance
  • Software Integration
  • Objectives Tracking
  • Process Modeling
  • Process Reporting
  • Workflow Management
  • Campaign Management
  • Access Management
  • Release Management
  • Status Notifications
  • Reports
Planview Clarizen Pricing

Planview Clarizen Pricing Plans

Trial

Free

Enterprise Edition

$45.00
1 user(s) / month

Unlimited Edition

$60.00
1 user(s) / month

Other pricing information:

Professional Edition: $30/user/month.
Enterprise Edition: $45/user/month.
Unlimited Edition: $60/user/month.
30 days trial period.

Plans starting from: $30.00/month Credit card required: No

Planview Clarizen FAQs

What are some applications Planview Clarizen is commonly used in tandem with?

Clarizen integrates with Box, Quickbooks, Sharepoint, Google Drive, Salesforce.com, Intacct, Jira, etc.

Who are the main user groups of Planview Clarizen?

Our SaaS-based platform is best suited for Project Managers, IT teams, Engineers, Professional Services, and Digital Marketers at medium to large-sized organizations.

What platforms does Planview Clarizen support?

Platforms: Android, iPhone-iPad, Mac, Windows, Web-based

Does Planview Clarizen integrate with any other apps?

Clarizen integrates with a number of popular business systems, including Salesforce, Box, Google Drive, Intacct, QuickBooks, iCal, and Jira.

Does Planview Clarizen offer multi-user capability (e.g. teams)?

This service offers multi-user capability.

Does Planview Clarizen offer guides, tutorials and or customer support?

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials.

Does Planview Clarizen offer an API?

Clarizen offers an API.

What is Planview Clarizen generally used for?

Clarizen serves the work collaboration and project and portfolio management needs of enterprise companies.

Planview Clarizen User Reviews

Average User Rating:
3.84/5 based on 32 user ratings.
Your Rating:

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User Sentiment Map

The sentiment map shows a snapshot of how Crozdesk users have rated Planview Clarizen over time. It shows how existing users see Planview Clarizen with regards to its usefulness, ease of use, value for money and customer service.

Overall
7.4/10
Arrow Left Recent Older Arrow Left
Usefulness
8.0/10
Ease of use
9.0/10
Value for money
6.0/10
Customer service
6.5/10
User profile picture

"Clarizen es Ideal"


What do you like about Planview Clarizen?

Cuando hablamos de lo que me gusta de Clarizen puedo comenzar explicando sus grandes bondades, ya que es una herramienta de software que permite la administración colaborativa de proyectos, relajando el flujo de trabajo y la ejecución de la tareas que estos proyectos implican en tiempo real, donde todas la personas que conforman el equipo de trabajo puedan interactuar entre si a través de ella, dando al usuario un control de la rentabilidad del proyecto y ahorrando tiempo y dinero brindándole una excelente imagen a nuestros empresa con nuestros clientes ya que gracias a este sistema se cumple a tiempo los proyectos por eso hemos aumenta nuestra cartera de cliente

What do you dislike about Planview Clarizen?

De verdad no le vi fallas ya que este cumplió con todo por lo cual fue seleccionado para los proyectos de la empresa solo se debe tener en cuenta que son plataformas que trabajan con la conexión de internet

What have you been using it for and what problems did Planview Clarizen solve?

En la empresa fue muy útil ya que con tan solo un móvil podíamos enviar a la gerencia la información y revisarla en tiempo real dándole la oportunidad de atender otros compromisos y esta al día de cada uno de los proyectos que se estaban gestionando, esto se debe a la combinación de la automatización del flujo de trabajo adaptándolo a las necesidades de cada proyecto como la gestión global de este permitiéndole llevar a cabo las tareas de forma organizada planificada a fin de ofrecer mejor servicio

4/5
Usefulness
5/5
Ease of use
3/5
Value for money
4/5
Customer service
User profile picture

"It is simple and intuitive, easy to use and manage a variety of projects"


What do you like about Planview Clarizen?

It is simple and intuitive, easy to use and manage diversity of projects, we can use templates easily and it reduces the construction of each one, including clients, work and time tracking for each task. We forecast the work in progress and thus be able to contribute to the need that exists. In addition to creating custom reports, you can make collaborative notes. Claritizen has flexibility and collaboration with Salesforce among others. It is suitable for project management, and the creation of rules for a better work flow, thanks to the automated function that it provides. It is easy to use, very solid and generates confidence in the users, since it allows you to carry out the work already planned with the established time parameters

What do you dislike about Planview Clarizen?

We did not get the expected results in terms of the information we want from the PTO, in addition to the time tracking and the program does not cover enough, but it does not mean that it is a bad platform. We have very good results with other areas.

What have you been using it for and what problems did Planview Clarizen solve?

we use this platform in each department for project management, requests, reports, budget and billing purposes. We have the ability to operate our projects based on the established planning and within the stipulated time, we carry out a more fluid, solid and stable work, we feel strengthened in many aspects.

4/5
Usefulness
5/5
Ease of use
3/5
Value for money
3/5
Customer service
User profile picture

"An easier way to manage business projects"


What do you like about Planview Clarizen?

The one that is able to allow a large-scale personalization to its users is one of the characteristics that I like most about this software, since this allows a better adaptation when working with it, besides it is excellent for the collaborative work given that allows a very extensive and direct communication and some functions that allow the workflow, the management of the projects and the follow-up of them to be much more fluid.

What do you dislike about Planview Clarizen?

Your support team could be more efficient since failures often occur and are difficult to solve and when they go to them they take time to resolve them, complicating the progress at the business level.

What have you been using it for and what problems did Planview Clarizen solve?

Having this tool is really an advantage given that we can have everything in one place and be able to follow up on our projects in order to be aware of each progress, which facilitates communication with our clients, since in this way we provide them with the advance of them without the need for personal meetings.

4/5
Usefulness
4/5
Ease of use
3/5
Value for money
3/5
Customer service
User profile picture

"Great ideal tool for business project management."

// Software Developer at iModules

What do you like about Planview Clarizen?

Clarizen have many features that make me like it, but the ones I like the most are the flexibility of its interface, because it can be customized in the best way possible so that each user adapts to it as quickly as possible, which can be done in a centralized collaboration. that is, where each user is aware of the discussions and silver strategies to carry out a much more efficient management of each project, I also love that he works in an automated way to carry out business processes, since this way he streamlines the same is why I consider that in general it is a very complete tool that adapts to each company.

What do you dislike about Planview Clarizen?

Although it is a very complete software, the one that includes everything in one makes it difficult to understand in certain functions, especially the financial side since this software is managed by control panels and it is there where it is difficult to explain for the whole team. I think that the user guide should be much clearer.

What have you been using it for and what problems did Planview Clarizen solve?

It has allowed us to carry out project management in a much simpler and faster way since it gives us a real time visibility of how the progress of each project is going, exchange ideas, files and more, besides the weight of work It can be divided into tasks, subtasks which allows the whole team to participate in the development which is a great benefit because the productivity increases.

4/5
Usefulness
4/5
Ease of use
3/5
Value for money
3/5
Customer service
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