Learn about fixed and flexible hours and how to add people to your projects. … When you assign work or change assignments, the relevant project page and … A …
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Create and edit projects
Tags can help you find specific projects, people with the skills you need for those projects, and … Resourcing Administrators, People Schedulers, and … Add …
When you use itemized tracking for time, time & fee categories can standardize how your team describes each … Time and fee categories are … Add time and …
Use approvals to manage your organization’s time and expenses. … Resourcing Administrators and Approvers can approve time or expenses. Activate the … Approv …
Resource Management helps you budget and track projects by time, fees, or expenses. … Resource Management helps you budget and track projects by time, … Res …
Use a client list to organize projects and resources by client. … In account settings, you can establish a list of clients. When you create a project, … Cre …
Custom work status labels let your team track and view more granular status within Planned, In progress, and … When you want to track specific … Create …
You can create new projects individually on the project page or in bulk using the project … You can create new projects individually on the project page … N …
You can delete a project or phase to remove it and all its data. … You can delete a project or phase to remove it and all its data. … When you delete a … Delet …
You can edit or archive projects in bulk. … When project priorities or details change, it’s important to update this information, so the project data … Edi …
Bill rates are the hourly rates charged for work performed. … Bill rates are the hourly rates charged for work … New projects use your organization’s … Edit …
Budget estimation typically comes from experience or a set of quick calculations. … In Resource Management, you can create a new project and assign … Estima …
All projects must have a defined Project Type (confirmed, tentative, or internal) in Resource … All projects must have a defined Project Type … A project … Pro …
You can create a template project with bill rates, phases, assignments, and all other typical project … Create a template project like any other … Set up …
Every project has an individual project page where you build new projects and monitor … What is the Project brief? Project brief for a linked … Use projec …