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Planview Customer Success Center

AdaptiveWork Enablement Recordings

Below you will find a number of demo recordings for Clarizen One. This article is intended to provide the SC team with some content around customer facing demos for Clarizen One in addition to some "how to" recordings on specific capabilities. 

Clarizen One Enablement


Clarizen One Enablement

The table below includes recommended self-learning and instructor lead training opportunities.


Self-paced Videos 

  • It is important and necessary to watch these seven videos prior to attending the instructor-led admin training classes below.
  • Total duration is about 1 hour 30 minutes.

All product documentation and videos

  • Similar to the Customer Success Center for Planview platform, there are a lot of content in these two areas.

This is to capture the links to the previous AdaptiveWork Training Video Tutorials provided by Clarizen. Some of them may be visually outdated but the information is still useful.

The videos are still hosting on the CSC page but it is only accessible if have the links, which are now hidden for most users.

Video Tutorials




Configuration for Demos - Add Fields, Layouts, Custom Action, Templates  

  • From Client get project intake form, and product schedule sample.


  • Add Custom Fields, and Lists
  • Property Card Layouts
  • Create Custom Actions
  • Project Templates
  • The USA version of the above recording and shows:
  • Add Custom Fields, and Lists
  • Property Card Layouts
  • Create Custom Actions
  • Project Templates
  • Update Template ID on Custom Action at (36:30 mark).




Goal Management

Goal Management:

Summer GA Refresher

  • Click Me to watch the Goal Management Presentation delivered by Graham Bulpitt - Passcode: wQ0#6Mkl





SC Only Goal Management Jam Session





Additional Details Provided by Products



  • Example “Generate Monthly Plan for Targets” Custom Action and Configuration 
    • Cab File found here on OneDrive

(This cap is not part of the Clarizen Apps Marketplace.  If you need it in your clone, please install it in your own environment.  Feel free to reach out to Graham Bulpitt if you have any question.)

Previous Familiarization Presentation and Recording






Funding Management

Click Me to Watch the Funding Mgmt. Familiarization workshop delivered by products. Passcode: .wa0MW.t or click the video below





  • Ricky walked thru Reporting in Clarizen One for the SC Team




Scenario Planning








  • We have implement a portfolio scenario planning use case by using custom object and custom panel.


  • This is custom build demo-ware.  If customers are interested to have similar functionalities, they will need to engage Professional Services for implementation.


  • Further details of this will be available later.


  • The Video on the right walks SC's thru the Scenario Planning functionality in DemoGold


Clarizen "Jam Session" Recordings


Clarizen "Jam Session" Recordings

CZ Demo Gold Environment Walk Thru I
  • Confirmed access for everyone on team
  • Create a Request
  • Create a Project + Project Financials
  • Create Resource Request
  • Use Capacity Planning to Fulfill the Resource Request
CZ Demo Gold Environment Walk Thru II
  • Project Details Page
  • Related Items
  • Change Request
  • Custom Actions
  • Status Reports with PPT Publisher
  • A bit of Config
CZ Demo Gold Environment Walk Thru III
  • Danielle Directo - PSA User Walk thru from project engagement creation thru to bill summary report 
  • Learned how to fix the Panel URL links in the sandbox instances
CZ Demo Gold Environment Walk Thru IV
  • Added Requests
  • Add Project
  • Add Change Request
  • Add Issue
  • Tried Resourcing
  • Fix Panel Again
CZ Demo Gold Environment Walk Thru V
  • Spoke to the new DEMO GOLD infrastructure
  • Demo trick with changing profile & home icon
  • Spoke to personal logins to demo gold
  • Added PSA Project
  • Played around with the PSA Project Home Page
CZ Demo Gold Environment Walk Thru VI
  • Favorites
  • Project Request
  • Project Request Approval
  • Convert to Project 
  • Create Project
  • Resource Management / Staffing Request
  • Capacity Planning - Fulfill Staffing Request.

EU Version
CZ Demo Gold Environment Walk Thru VII EU Edition
- Worked with two new SC's on enablement
  • Navigation
  • Add Requests
  • Prioritize Requests
  • Add Project (from request)
  • Work with Gantt
CZ Demo Gold Environment Walk Thru VIII - EU Edition
  • Navigation Review
  • PSA Walkthru
  • Add PSA Project
  • Project Functions
  • Produce Bill Summary 
CZ Demo Gold Environment Walk Thru IX - US Edition
  • Talked thru Production Clones 01-12
  • Logged into assigned Production Clone
  • How to Change Logo
  • How to Change Panel Images
  • Slide Publisher - How to and Change
CZ Demo Gold Environment Walk Thru X - EU Edition
  • Talked thru PSA Demo Flow

  • Logo, Panel Pic

  • Slide published prior to demo to client

  • Walked thru flow





Druk - Hood Jam Sessions

DD walk thru with BH - Session I
  • Create Objects
  • Custom Actions
  • Favorites
  • Reports
  • Portfolios Views Changing
  • Programs Views
  • Program Rick Summary Report
  • Clarizen data model
DD walk thru with BH - Session II
  • PSA Use Case 
  • Add PSA Project
  • Staff project
  • Bill Rates & Cost rates
  • Enter Time
  • Create Bill Summary for Finance / Invoice Process
  • Staffing Request
  • Capacity Planning for Staffing Fulfillment


Jam Sessions for the Heritage Planview Solution Consultant


Clarizen One Jam Sessions for the Heritage Planview Solution Consultant

Episode I
  • Overview of CZ Demo Architecture
  • Confirmed Everyone's Access
  • Profiles
  • Navigation
  • Requests and Approve Requests
Episode II
  • Confirm Access
  • Convert Request to Project
  • Deep Dive into Projects
    • Work Plan
    • Financial Planning
    • Resource Planning
Episode III
  • Project Resource Planning Recap
  • Capacity Planning
  • Portfolios - Roadmaps
  • Optimizer - NOT BASE
  • Start Publisher 
Episode IV
  • PSA Use Case
  • Add PSA Project
  • Project Homepage
  • Enter Time
  • Produce Bill Summary
Episode V
  • Clarizen Slide Publisher
Episode VI
  • Level 1 Customizations
  • Add Field
  • Add List
  • Add to Project Properties Card
  • Change Logo
  • Change Org Name
  • Update Panel Page Picture
Episode VII
  • Creating a Custom Action