Add people to projects 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 … Type: Product: Category:
Add project or people tags Tags can help you find specific projects, people with the skills you need for those projects, and more. … Tags work well when you have basic … Type: Product: Category:
Add time and fee categories When you use itemized tracking for time, time & fee categories can standardize how your team describes each entry. … When you use itemized tracking … Type: Product: Category:
Approve time or expenses Use approvals to manage your organization’s time and expenses. … Approvals can be used to manage your organization’s time and expenses. … Activate … Type: Product: Category:
Create and manage budgets Resource Management helps you budget and track projects by time, fees, or expenses. … Resource Management helps you budget and track projects by … Type: Product: Category:
Create a client list 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 … Type: Product: Category:
Create custom work status labels Custom work status labels are updated by team members to help communicate their progress. … Custom work status labels are updated by team members to … Type: Product: Category:
Create a new project You can create new projects individually on the project page or in bulk using the project importer. … You can create new projects individually on the … Type: Product: Category:
Delete a project or phase in Resource Management 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 … Type: Product: Category:
Edit multiple projects You can edit or archive projects in bulk. … When project priorities or details change, it’s important to update this information, so the project … Type: Product: Category:
Edit project bill rates Bill rates are the hourly rates charged for work performed. … Bill rates are the hourly rates charged for work performed. … New projects use your … Type: Product: Category:
Estimate the budget for a new project Budget estimation is typically based on experience or a set of quick calculations. … Budget estimation is typically based on experience or a set of … Type: Product: Category:
Project types All projects must have a defined Project Type (confirmed, tentative, or internal) in Resource Management. … All projects must have a defined Project … Type: Product: Category:
Set up project templates You can create a template project with bill rates, phases, assignments, and all other typical project elements. … You can create a template project … Type: Product: Category:
Use project brief to build and manage projects Every project has an individual project page where you build new projects and monitor progress. … All users can see the project brief for projects … Type: Product: Category: