Nov 30, 20231 min read6. Import projects via ExcelStart by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...
Nov 29, 20231 min read7. How to Add a Resource to a Project Select the blue Add Resource icon in the Resources box, select Internal or External from the filter. You may now scroll up or down to...
Nov 29, 20231 min read3. Create and Edit Project TypesProject types are typically created upon system deployment, though they can be modified at any time. If you do need to edit or create new...
Nov 29, 20231 min read38. Risk SummaryThis object provides for a summary listing of Risks for the project Source of Data The source of this data is the Risks system for the...