Overview
- Last updated
- Sep 4, 2024
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- AdaptiveWork Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2024.R12 (December 8, 2024)
- 2024.R11 (November 1, 2024)
- 2024.R10 (September 24, 2024)
- 2024.R09 (August 18, 2024)
- 2024.R08 (July 21, 2024)
- 2024.R07 (June 9, 2024)
- 2024.R06 (May 19, 2024)
- 2024.R05 (April 14, 2024)
- 2024.R04 (March 31, 2024)
- 2024.R03 (March 3, 2024)
- 2024.R02 (January 21, 2024)
- 2024.R01 (January 7, 2024)
- 2023 Release Notes
- 2023.R15 (December 10, 2023)
- 2023.R14 (November 19, 2023)
- 2023.R13 (October 29 2023)
- 2023.R12 (October 8, 2023)
- 2023.R11 (September 10, 2023)
- 2023.R10 (July 30, 2023)
- 2023.R09 (July 9, 2023)
- 2023.R08 (June 11, 2023)
- 2023.R07 (May 23, 2023)
- 2023.R06 (April 23, 2023)
- 2023.R04 (March 19, 2023)
- 2023.R03 (February 19, 2023)
- 2022 Release Notes
- 2021 Release Notes
- Fall 2021 (October 3, 2021)
- Summer 2021 (July 25, 2021)
- Spring 2021 Update 4 (July 4, 2021)
- Spring 2021 Update 3 (June 13, 2021)
- Spring 2021 Update 2 (May 23, 2021)
- Spring 2021 Update 1 (April 25, 2021)
- Spring 2021 (April 4, 2021)
- Winter 2021 Update 3 (March 7, 2021)
- Winter 2021 Update 2 (February 14, 2021)
- Winter 2021 Update 1 (January 24, 2021)
- Winter 2021 (January 3, 2021)
- Clarizen 2021 Fall Product Release Webinar
- Clarizen 2021 Summer Product Release Webinar
- 2020 Release Notes
- Fall 2020 Update 3 (December 6, 2020)
- Fall 2020 Update 2 (November 15, 2020)
- Fall 2020 Update 1 (October 25, 2020)
- Fall 2020 (October 4, 2020)
- Summer 2020 Update 3 (September 6, 2020)
- Summer 2020 Update 2 (August 16, 2020)
- Summer 2020 Update 1 (July 5, 2020)
- Spring 2020 Update 4 (June 14, 2020)
- Spring 2020 Update 3 (May 24, 2020)
- Spring 2020 Update 2 (May 3, 2020)
- Spring 2020 Update 1 (April 5, 2020)
- Winter 2020 Update 3 (March 8, 2020)
- Winter 2020 Update 2 (February 16, 2020)
- Winter 2020 Update 1 (January 5, 2020)
- 2019 Release Notes
- Fall 2019 Update 3 (December 15, 2019)
- Fall 2019 Update 2 (November 24, 2019)
- Fall 2019 Update 1 (October 15, 2019)
- Summer 2019 Update 3 (September 15, 2019)
- Summer 2019 Update 2 (August 18, 2019)
- Summer 2019 Update 1 (July 7, 2019)
- Spring 2019 Update 5 (June 16, 2019)
- Spring 2019 Update 4 (June 2, 2019)
- Spring 2019 Update 3 (May 12, 2019)
- Spring 2019 Update 2 (April 21, 2019)
- Spring 2019 Update 1 (March 31, 2019)
- Winter 2019 Update 4 (March 10, 2019)
- Winter 2019 Update 3 (February 17, 2019)
- Winter 2019 Update 2 (January 27, 2019)
- Winter 2019 Update 1 (January 6, 2019)
- Release Notes Archive
- 2018 Release Notes
- Fall 2018 Update 1 (October 14, 2018)
- Fall 2018 Update 2 (November 4, 2018)
- Fall 2018 Update 3 (November 25, 2018)
- Spring 2018 Update 1 (April 29, 2018)
- Spring 2018 Update 2 (May 20, 2018)
- Spring 2018 Update 3 (June 10, 2018)
- Summer 2018 Update 1 (July 1, 2018)
- Summer 2018 Update 2 (July 22, 2018)
- Summer 2018 Update 3 (August 12, 2018)
- Summer 2018 Update 4 (September 2, 2018)
- Winter 2018 Update 1 (January 7, 2018)
- Winter 2018 Update 2 (January 28, 2018)
- Winter 2018 Update 3 (February 18, 2018)
- Winter 2018 Update 4 (March 11, 2018)
- Winter 2018 Update 5 (April 8, 2018)
- 2017 Release Notes
- Fall 2017 Update 1 (October 29, 2017)
- Fall 2017 Update 2 (November 12, 2017)
- Fall 2017 Update 3 (December 3, 2017)
- Fall 2017 Update 4 (December 17, 2017)
- Spring 2017 Update 2 (April 23, 2017)
- Spring 2017 Update 3 (May 14, 2017)
- Spring 2017 Update 4 (June 4, 2017)
- Spring 2017 Update 5 (June 18, 2017)
- Spring 2017 Update 6 (July 2, 2017)
- Summer 2017 Update 1 (July 16, 2017)
- Summer 2017 Update 2 (July 30, 2017)
- Summer 2017 Update 3 (August 20, 2017)
- Summer 2017 Update 4 (September 10, 2017)
- Summer 2017 Update 5 (October 1, 2017)
- Winter 2017 Update 1 (January 8, 2017)
- Winter 2017 Update 2 (January 22, 2017)
- Winter 2017 Update 3 (February 5, 2017)
- Winter 2017 Update 4 (February 19, 2017)
- Winter 2017 Update 5 (March 5, 2017)
- 2016 Release Notes
- Fall 2016 Update 19 (September 4, 2016)
- Fall 2016 Update 20 (September 18, 2016)
- Fall 2016 Update 21 (October 5, 2016)
- Fall 2016 Update 22 (October 30, 2016)
- Fall 2016 Update 23 (November 13, 2016)
- Fall 2016 Update 24 (November 27, 2016)
- Spring 2016 Update 10 (April 17, 2016)
- Spring 2016 Update 11 (May 8, 2016)
- Spring 2016 Update 12 (May 22, 2016)
- Spring 2016 Update 13 (June 5, 2016)
- Spring 2016 Update 14
- Spring 2016 Update 7 (March 13, 2016)
- Spring 2016 Update 8 (March 20, 2016)
- Spring 2016 Update 9 (April 3, 2016)
- Summer 2016 Update 15 (July 3, 2016)
- Summer 2016 Update 16 (July 17, 2016)
- Summer 2016 Update 17 (July 31, 2016)
- Summer 2016 Update 18 (August 14, 2016)
- Winter 2016 Update 1 (December 20, 2015)
- Winter 2016 Update 25 (December 11, 2016)
- Winter 2016 Update 2 (December 27, 2015)
- Winter 2016 Update 3 (January 17, 2016)
- Winter 2016 Update 4 (January 24, 2016)
- Winter 2016 Update 5 (February 8, 2016)
- 2015 Release Notes
- FA'15 Update 2 (September 15)
- FA'15 Update 3 (October 11)
- FA'15 Update 4 (October 25)
- Fall 2015 Update 5 (November 8, 2015)
- Fall 2015 Update 6 (November 22, 2015)
- WINTER 2015-2016 RELEASE: WHAT'S NEW
- Data Warehouse Export
- Document Publisher Support for PowerPoint with Macros
- External Collaborator Solution
- Interactive and Actionable Calendar View
- Obsolete System Property
- Quick Tasks and Action Items Import App
- Real-Time Updates for Multiple Editors
- Release at a Glance
- Report Enhancements
- The Activity Stream App
- Watch the Winter '15 '16 Product Webinar
- Notices
- Summary of AdaptiveWork Updates and Releases
- 2024.R03 (March 3, 2024) - restricted
- 2018 Release Notes
- Getting Started with AdaptiveWork
- Users and Resources
- Permissions
- Intro to User Types, Roles, and Permissions
- User Types
- Cases Inherit from Work Items
- Roles
- Extended Permissions for External Users in User Groups
- Financial Permissions for External Users
- Multiple Managers for Projects and Work Items
- Organization Permissions
- Permission Access Levels
- Permission Access Levels - from Project Template
- Restricted Field Sets
- Work Breakdown Structure (WBS)
- Adding Dependencies
- Advanced Export Work Plan
- Baseline Work and Costs are Saved on the Resource Link
- Export to and Import from Excel - Picklists
- Importing and Exporting to MS Project
- Importing and Updating Data Using MS Excel
- Interactive Gantt
- Lifecycle States
- Milestones
- My Work
- Portfolios
- Programs
- "Progress Update Request" Project Settings
- Projects
- Project Version Snapshots
- Reporting Progress
- Scheduling and Resource Conflicts
- Scheduling Work Items
- Shortcuts
- Subscribing to iCal
- Tasks
- Templates
- The Roadmap
- Understanding Work Policy Logic
- Working with Calendars
- Work Items Overview
- Work Item Module
- Work Plan 2.0
- Capacity Planning and Resource Management
- Financials
- Timesheets
- Timesheets Overview
- Timesheet Module
- Adding New Time Entries
- Timesheet Approvals
- Time Management - Best Practices
- Actuals Recognition Date
- AdaptiveWork Bot for Slack - Scheduling Options for Team Timesheet Reports
- Missing Timesheet Days API
- Pending Time
- Restorable Timesheets
- Setting Reportable Work Items
- Stopwatch
- Timesheet Reporting Enhancements
- Using AdaptiveWork Bot for Timesheet Management
- Strategic Planning
- More on AW modules
- Global Settings
- Email Notifications
- Enabling Global Setting 8.10
- Role-Based Financial Permissions
- Settings
- 'Manual' Progress Update Emails Setting for Projects
- Blocking File Types
- Change History
- Changing color of the icons in the navigation bar
- Configuring a Fiscal Calendar
- Contextual Menu for Work Plan
- Disable File Downloads in Profiles
- Dynamic Property Cards for Customer and Custom Object Entities
- Dynamic Property Card Layouts - Enhancements and General Availability
- Extensions
- Global Settings
- Instance Cloning
- InterAct Settings
- Layouts
- Packaging configurations and components for migration or backup
- Process Monitor
- Profiles
- Recycle Bin
- Settings Overview
- Subject Email Line
- System Settings
- Welcome to Modern Theme
- Whitelisting external IP addresses
- Setting Up Financial Planning (Admins)
- Configurations
- Configurations Overview
- Advanced Configuration Options
- Associate specific Case sub-items (i.e. requests, issues, risks, and bugs) as related items in discussion groups
- Business Rules
- Calculate Project Financials - A New Action for Custom Actions and Scheduled Workflow Rules
- Changes to Resource-related Relations/References in Configurations
- Configuration Best Practices
- Configuration Quotas
- Custom Actions
- Custom Fields
- Custom Objects
- Custom Objects - Icon Library
- Custom Objects - New Get Object By External ID Function for Referencing Custom Objects by External ID
- Custom Object Links Inherit Permissions from Related Items
- Custom Pages
- Custom Panels
- Data Model
- Data Objects
- Dependent picklists
- Excel Import for Data Objects
- Field Types
- Filtered Lookups for Custom Action Forms
- Formula Editor
- Matching Current User Fields in Filtered Lookup Filters
- Migrate & Deploy
- Multiple Rules for Lookup Filters, and field selection from Source, Target or User
- New Logical Formula Function for Comparing Duration and Currency Fields with Zero (0) or Null Values
- Overview Field - workflow & configuration support
- Permanently deleting related items when object's state changes
- Predefined Lookup Rules in Reference to Object Fields
- Relabel, Edit Descriptions and Tooltips of Standard Fields
- Relations Summary in Custom Field Data Type Description
- Rich Text custom fields
- Set or Update Time-phase Financial Data using Workflow Rules
- Support for Followers on Custom Objects
- Support for Variables in Outbound Call URLs for Workflow Rules and Custom Actions
- Text Field Enhancements
- Time Phase Custom Field Support
- Time Phase Data Configuration Support
- Reporting
- Currency Fields in Exported Excel Reports are now Currency Fields
- Currency Summary in View Mode (Multi-Currency)
- Financial Planning Report Examples
- Reporting Best Practices
- Reports, Functions, and Relation Tables
- AdaptiveWork Functions
- Common Functions
- Catch Function
- GetCustomActionUrl Function
- GetCustomPanelUrl Function
- GetDocumentFileName Function
- GetFileURL Function
- GetHiddenRuntimeParameter Function
- GetHyperLink Function
- GetModuleViewUrl Function
- GetNextCounterValue Function
- GetObjectUrl Function
- GetObjectViewUrl Function
- GetPreviousValue Function
- GetReportUrl Function
- GetRuntimeParameter Function
- GetSessionId Function
- GetSystemSetting Function
- GetWidgetHyperLinkWithPassword Function
- GetWidgetHyperLink Function
- HyperLink Function
- IsCustomActionAvailable Function
- IsIPAddressInRange Function
- NumberOfAvailableLicenses Function
- ParseHyperLink Function
- PermissionsRole Function
- Convert Functions
- Currency Functions
- Date Functions
- DateAddCalendarFixedPeriod Function
- DateAdd Function
- DateDiff Function
- DateSubtract Function
- DateTimeValue Function
- DateTime Function
- DateValue Function
- Date Function
- Days Function
- Day Function
- GetAssignedWorkingTime Function
- GetEndWorkday Function
- GetEstimatedDueDate Function
- GetStartOfFinancialPeriod Function
- GetStartWorkday Function
- GetSumOfTimesheetReportHoursForFixedPeriod Function
- GetSumOfTimesheetReportHoursForGivenPeriod Function
- GetTimeZone Function
- GetWorkingTimeForFixedPeriod Function
- GetWorkingTimeForGivenPeriod Function
- Hours Function
- IsResourceAvailableForFixedPeriod Function
- IsResourceAvailableForGivenPeriod Function
- Minutes Function
- Months Function
- Month Function
- Now Function
- OrganizationNow Function
- Seconds Function
- Today Function
- ToOrganizationalDateTime Function
- ToTimeZone Function
- Weeks Function
- Week Function
- Years Function
- Year Function
- Financial Planning Functions
- Logical Functions
- Case Function
- Contains Function
- HasOverloadedResources Function
- HasPotentialActualWork Function
- HasRole Function
- If Function
- In Function
- IsChanged Function
- IsChangeType Function
- IsEditable Function
- IsEmptyOrZero
- IsFinancial Function
- IsFollower Function
- IsFromTemplate Function
- IsLeaf Function
- IsManuallySet Function
- IsMemberOfGroup Function
- IsMemberOfProfile Function
- IsMemberOf Function
- IsNew Function
- IsNull Function
- IsTeamMember Function
- IsTriggeredBy Function
- Not Function
- Math Functions
- ObjectReference Functions
- Pickup Functions
- Resource Utilization Functions
- Text Functions
- Common Functions
- AdaptiveWork Relations
- AdaptiveWork Reports
- Functions for Task Assignment
- New Functions for Currency Type, Billing and Cost Rates
- New Standard Fiscal Year Summary Fields for Budgeted Cost / Expected Revenue
- AdaptiveWork Functions
- Reports & Dashboards
- Additional Resource Utilization Reports
- Bubble and Scatter Charts - Overlap Detections
- Creating and Using Reports
- Creating a Dashboard
- Crosstab Report Date Range Available in View Mode
- Cumulative Time-Series Line Charts
- Enhancement: Hiding Grand Totals in Crosstab Tables
- Enhancements: Dashboard filters in shared widgets, revert option
- Enhancements: Freeze Columns in Crosstabs, Disable Tables
- Enhancements: Grouping in Tables, Leading Columns in Crosstabs and more
- Enhancements for Bar and Horizontal Charts
- Export Reports with Split Duration Fields and Converted Unit Type
- Filters in Dashboards
- Financial Resources Data in Reports
- Formula-based Totals in Report Tables
- Getting Started with Reports
- Mixed Charts
- Multi-Currency Support in Reports
- Notice: Changes to Aggregating Capacity Time Phased Data In Reports
- Reports and Dashboards Overview
- Report Enhancements for Formula Columns
- Show Login History in Reports
- Standard Reports List
- Support for sorting by reference to object fields in charts
- System Performance Report
- Time-phased Resource Utilization and Financial Reports
- Use Financial Time Frames in Resource Utilization Reports
- Using Capacity Time-Phased Data in Reports
- Utilization Time-phased Fields
- Timephase Financial Data in Reports & Dashboards
- Using the Resource Utilization Report
- Hybrid Work
- Integrations
- Add-ins/Apps
- Action Items and Tasks Import App
- Data Loader
- Document Publisher
- Excel Add-in
- Portal Page
- Slide Publisher
- 01. Slide Publisher Introduction
- 02. Installing Slide Publisher
- 03. SSO for Slide Publisher
- 04. Building the Presentation
- 05. Program and Customer-centric Presentations
- 06. Enhanced Support for Portfolios and Runtime Filters on Current Customers
- 07. Report Filter Enhancements and Support for Shortcuts
- 08. Meeting Notes, Action Items, and Decisions in Slide Publisher
- 09. Uploading, Publishing, and Scheduling
- 10. Enhanced Scheduling Options
- zzz Archive Color Format in your Slide Publisher
- Extensions
- File Management
- Box Integration
- Google Files
- SharePoint Integration
- Create Folders in SharePoint and Link to AdaptiveWork Work Items
- Define Default SharePoint Folder for Programs and Projects
- SharePoint - Default Integration Path for Cases, Related Files in Discussions Inherit the Default Integration Path
- SharePoint - Default Integration Path for Related Files
- SharePoint Bi-directional folder sync.
- SharePoint Online - Creating a New Folder from a Template Folder
- SharePoint Online - Managing Content
- SharePoint Online - Setting Up the Integration
- SharePoint Site Collection Paths per Customer
- SharePoint Support for Site Collections as Default Paths, Uploading Files via Customizations
- Support for Multi-User Access to SharePoint via a Single Organization Account
- SSO and User Provisioning
- Active Directory User Sync v2
- Authentication With Identity Providers (SSO)
- Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login
- Cloud-Based User Provisioning with Microsoft Azure Active Directory
- Cloud-Based User Provisioning with OKTA
- Cloud-Based User Provisioning with OneLogin
- User Provisioning with On-Premise Active Directory
- Add-ins/Apps
- AdaptiveWork Mobile
- API
- Add and Remove Calendar Exceptions via Web Service API
- API Extraction of Deleted Time-phased Data
- API Keys Support
- API support for Project Assignment
- Overview field support in API - Predictable external ID
- REST API Guide Version 2
- Support for Number of Customers in API
- Upsert Feature in API
- Web Service API Guide Version 2
- AdaptiveWork Videos
- Video Tutorials
- 1.Foundation Overview
- AdaptiveWork Orientation - Getting Started
- Administration Part 1: Global and System Settings
- Administration Part 2: User Management
- Administration Part 3: View Management
- Administration Part 4: Profile Management
- AdaptiveWork Basics of Data Modeling
- Basic Project Budgeting
- Capacity Planning - Getting Set Up
- Capacity Planning - Staffing Request
- Creating a Project
- Custom Objects
- Data Loader - Advanced Topics
- Data Loader - Introduction and Essentials
- How to Create and Edit a Template
- How to Use Slide Publisher
- Import and Export Using Microsoft Project
- Import and Export Workplan List View
- Managing Resources Using the Capacity Planning Module
- New Project From a Template
- Project Mgmt 101: Part 1 Building Projects and Templates
- Project Mgmt 101: Part 2 Planning, Staffing, and Activation
- Project Mgmt 101: Part 3 Project Execution and Reporting Progress and Time
- Project Mgmt 101: Part 4 Basic Case Management
- Project Scheduling
- Project Scheduling with Dependencies
- Reporting Basics
- Reports and Analysis: Intro to Data Model, Reports, and Dashboards
- Resource Management
- Slide Publisher Introduction and Installation
- Slide Publisher Presentation Building and Formatting
- Slide Publisher Program Portfolio and Customer Presentation
- Slide Publisher Reports and Charts
- Slide Publisher Uploading and Publishing
- Time-Phased Reporting
- Time Tracking
- Understanding Project Roles
- Views - Overview
- Work Policy Tutorial
- Virtual Training
- Virtual Training FAQ's
- Video Tutorials
- Best Practices
- Tips and Tricks
- Data Science and AI
The Licenses module, available for Admin users, provides a holistic view of your organization's licenses.
The module allows you to take advantage of AdaptiveWork's extensive module view features including managing the information seen using column sets as well as implement conditional formatting on the data.
For even more viability you can utilize the sort, search, and filter functionality.
The license module allows you to revoke licenses with ease as well as upgrade your existing licenses and purchase new AdaptiveWork and Add-on licenses.
The licensing information can be exported to an excel file and emailed to relevant stake holders or printed for your convenience.
Accessing the License Module
Admin users have access to the licensing module from the navigation panel provided that the module was added to the relevant profile.
The Licenses module can also be accessed from the People module.
Note: Availability depends on the profile's Action Availability.
- In the People module's grid view, click the Admin tab
- Click Licenses to open the licensing options
- Select View Existing Licenses...
The License Module opens
Revoking Licenses
Revoking a license cuts off user access. The user is unable to login, yet it does not change any previous and existing assignments.
Note: You cannot revoke a license from users with admin/superuser/financial permissions. Remove these permissions from the user before revoking the license.
- Select the user(s) in the grid.
- From the Admin ribbon , click
and then
Grid View
The license module utilizes AdaptiveWork's grid view which is the standard data table display for viewing, managing and editing data.
Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.
Searching and Filtering
The License module can be searched and filtered for data using the Contextual Search.
Each of the Grid columns can also be filtered and sorted. Conditional formatting can also be applied.
PURCHASING LICENSES
You can upgrade your current subscriptions or buy additional subscriptions from the License module.
Click to access the online order form.
In the online purchase order form you can upgrade your licenses, purchase additional licenses, or purchase add-ons and integrations.
Automatic Subscription Renewal at the End of the Term
Subscriptions renew automatically. Contact us 30 days before renewal to let us know if you do not wish to renew your subscription automatically.
Mixing Editions
You can decide if your organization is better suited working with the Professional or Enterprise editions.
Whichever option you choose, all subscriptions are purchased at that Edition level.
Switching Plans
You can upgrade to the Enterprise Edition at any point during your subscription term.
Additional charges will be calculated based on the remaining subscription term.
Payment Options/Paying by Invoice
We accept Visa, MasterCard, American Express, and PayPal through our online payment system. You are also welcome to purchase the system by invoice. Simply select your payment preference during checkout. Please note that payment terms are payment in advance of service.
Paying for Longer Time Periods in Advance
The monthly rate is reduced the longer the time period you are willing to commit to. We offer subscription terms for 12, 24, and 36 months at a time.
Buying and Assigning Licenses
AdaptiveWork is available in two different edition types. You can upgrade your current subscriptions or buy additional subscriptions using the AdaptiveWork order form.
Click here for more about AdaptiveWork licenses
Available licenses are assigned to new users when the log into AdaptiveWork. When inviting a new user, you can select the license type.
You can also assign licenses from the People module. Under the Admin tab, select Licenses > Assign License from Existing Licenses...
You can them assign licenses and see more details per user regarding their license.
To see a related video, click here.
EXPORTING AND PRINTING DATA
The license information can be easily exported to an Excel file or printed.
To export the License module's data:
- Click Export
- Select whether to send the exported Excel by mail (via AdaptiveWork) or download the file to your computer
Note:
AdaptiveWork supports Excel 2007 and above.
To print the License module's data:
- Click Print
The print preview window opens - Review the data
- Click Print to complete the process