Clients
- Adding a new client
- Adding the Project Manager from Client side
- Archiving and deleting Clients
- Create a free Client account
Projects
- Adding a new project
- Copy/Import information from an existing project
- Archiving and deleting projects
- Setup notification for project
- Budget burn-down for each project, phase or activity
- Creating or duplicating projects
People (teams)
- How to add People
- How to deactivate people account
- User rehired, how do you “re-add” the user?
- Your invitation link is no longer available, how to access your account?
- Setup the Project team and the Project role rates
- Archiving and deleting people
- Setup skill for team members
Timesheet
- Approval workflow of timesheet
- Submitting hours on projects
- View and edit another person’s timesheet
- Timesheet notifications
- Overtime in timesheets
- Relation between resourcing (scheduling) and timesheet
- Timesheet report
Resourcing (Scheduling)
- Allocation on projects, phases or activities
- Allocation workflow for project managers
- Relation between resourcing planner & timesheet
- Relation between resourcing planner & leave
- Warning for over-allocated & under-allocated persons
- Add multiple allocations
- Resourcing allocations report