1. Project Information
1.1. Setup Clarizen instance to support
1.1.1. Estimates
1.1.2. Project Plans
1.1.3. Expenses
1.1.4. Timesheets
1.1.5. Resources
1.1.6. Reporting/Views
1.1.7. Social Channel for Projects
1.2. Items to be Delivered
1.2.1. Project Setup
1.2.1.1. All existing projects
1.2.1.2. Templates
1.2.1.2.1. Basic
1.2.1.2.2. StoryEngine
1.2.1.2.3. Product Innovation
1.2.1.3. Templates for project types
1.2.2. Estimate workflow
1.2.2.1. Rates
1.2.2.1.1. Company
1.2.2.1.2. Client
1.2.2.1.3. Project
1.2.2.1.4. Role
1.2.2.1.5. Resource
1.3. Extent
1.3.1. Included
1.3.1.1. Managed Setup with Clarizen
1.3.2. Included
1.3.2.1. Linkage to Box.com
1.3.2.2. Linkage to Quickbooks
1.3.3. Included
1.3.3.1. Client Setup
1.3.3.2. Project Setup
1.3.3.3. Expense Setup & Training
1.3.3.4. Timesheet Setup & Traning
1.3.3.5. Social Channel Setup & Training
1.3.4. Excluded
1.3.4.1. Custom Integration with Quickbooks
2. Integrations
2.1. Accounting
2.1.1. QuickBooks
2.1.1.1. Time
2.1.1.2. Invoicing - can we initiate via clarizen?
2.1.1.3. Expenses
2.1.2. Consistency in Naming
2.1.2.1. Projects
2.1.2.2. Ledger Items
2.1.2.3. Work Items
2.1.3. Expenses
3. Training
3.1. By Group
3.1.1. All
3.1.1.1. Timesheets
3.1.1.2. Social
3.1.1.3. Filesharing
3.1.2. Internal Admin/Finance
3.1.2.1. Reports
3.1.2.2. QB Linkage
3.1.2.2.1. Naming
3.1.2.3. Settings
3.1.2.4. Expenses
3.1.2.5. User Management
3.1.3. Project Management
3.1.3.1. Project Plans
3.1.3.2. Client Setup
3.1.3.3. Templates
3.1.3.4. Estimates
3.1.3.5. Rates