Kolme University

Kolme University: Configuration Masterclasses

Configuration Masterclasses powered by Kolme University will provide you with new tools and ideas to keep your system top-notch and customized to fit your business needs. Courses are designed for all configuration skill levels and course lessons will build upon each other to allow easy understanding of configuration principles.

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Triumph Ahead of Schedule In Clarizen!

  • World Class Training

    No other Clarizen partner offers a technical training option of this magnitude for continued Admin training & configuration support.

  • Impressive Toolbelt

    Clarizen’s administrator training is pretty basic –the learning curve to get to sophistication within the system can be very long and painful. At Kolme University we teach you all that is needed to make your production soar quickly!

  • Real Time Benefits

    We want you to learn and apply your new skills to your Clarizen account in less than 30 minutes. Configuration support + Jumpstart packs will help you to create real-time updates to the systems. 

  • Saves You Money

    Kolme University is a cost effective alternative to more custom solutions like Professional Services hours. Although we know that many companies need these services, it might not be the most cost effective option for you right now. Empower your Clarizen users!

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Skills Learned & Courses Offered

Project Intake & Prioritization

Courses Include:

  • Basic project creation via Custom Action – You will have a customized project request form that includes mandatory fields, options to tailor it based on many different attributes including group membership, role, profile, etc. Watch the course overview
  • Dynamic Project Intake Using Daisy-Chained Custom Actions – Once you complete this course you’ll be able to create a daisy-chained form based on the Project Type.  Watch the course overview
  • Project Scoring and Prioritization using Multi-criteria – You will have individual Key Performance Indicators (KPIs) which will calculate an over-all project score helping your organization rank your proposed project against others in the organization. Watch the course overview 
  • Single-approval Workflow – In this course, you will implement a process for the sponsor to submit a project for approval along with a customized view and dynamic action for the PMO (Governance Board) to efficiently review the necessary data and “approve” or “reject” with comments. Watch the course overview
Planning and Tracking Cost Detail

Courses Include:

    • Configure Timephase Financials for Cases – By the end of this course, you will develop advanced project Timephase configurations that integrate Cases (Change Requests, Risks, Issues) with your Project’s Timephase financials. Watch the course overview
    • Customer Project Actuals Module with Financials – You will develop advanced project Timephase configurations that integrate Cases (Change Requests, Risks, Issues) with your Project’s Timephase financials. Watch the course overview
Project Lifecycle Governance

Courses Include: 

  • Basic Stage Progression – By the end of lessons #1-6 you will have covered a lot of information and developed a comprehensive stage progression feature from initiation to project close out! Watch the course overview
  • Project Status Updates – Once you complete this course, you will have implemented a simplified project status form that collects the required KPI updates and captures the user defined input in the related project fields. Additionally, you will have created a report that displays a list of all project updates, as well as a list of projects that have not been updated within a specified amount of time, or a naughty list, that indicate users that are non-compliant to this process.  Watch the course overview
Administration and Support

Courses Include:

  • System Health Check – Daily, Weekly, Monthly and Quarterly – In this course, learn what items need to be reviewed and how often. We’ve got some basics to cover and will review each in detail to help guide you through it.  You’ll even learn some simple ways to carry that out and even some customization to help support you!  Watch the course overview
And Much More

Courses Include:

  • APIKey and Intro to Postman for Clarizen API Calls – In this course, we cover the basics of authenticating to the Clarizen API with Postman and learning how it can fit into your toolbelt as a Clarizen champion. Watch this course overview
  • Automatic vs Manually Shaped Assignments – By the end of this course you will have developed the necessary business rules allowing you to override Clarizen’s standard work policy behaviors of evenly distributing assigned workloads in favor of shaped assignments of workloads. Watch this course overview

Recommended Course Library Navigation

Kolme University

If you’re new to configurations and are wanting to know where to begin in the library, just look for your current business need below and follow the roadmap provided to learn the needed solution!

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