93 articles
Assigning hours to a different staff memberhow to move hours from one staff to another in resource planning
Reallocating resources on the planning boardMoving resources from one team member to another
Loading To-do's in kanban
Subcontractor management overviewsubcontractor management overview
Editing stage date in the revenue forecast
How do I view the Kanban board in full screen?
How do I search for a staff member in the Kanban board?
Why is my completed task still on my Kanban board (date view)?
Who can I see as scheduled to be on the working team?
How do I set up a team?
Why is the slider not working in team builder?
How do I access the Kanban board?
How do I add a to-do from the Kanban board?
Why do my unassigned to-dos keep changing?
Where can I see my to-dos that I have been assigned?
How do I assign a staff member to a to-do in the Kanban board?
How do I add a to-do from the Kanban board?
How do I see tasks for review by me?
What is the Review/Done toggle?
How do I change the progress of a task in the Kanban board?
How do I get to the Kanban board?
What does the Kanban page show?
How do I use ‘Add members’?
How do I add a staff member to a role?
How do I assign a staff member to an unassigned role?
How do I show unassigned roles in the resource planning page?Unassigned roles in resource planning
Why can’t I see my to-dos in the schedule?
What is a to-do?
Why do I have multiple rows for the same role?
How do I drag a resource's bar to adjust the number of hours?
How do I adjust the number of hours for a staff member from the sidebar?
How do I adjust the number of hours for a staff member in the schedule?
How do I add a specific person to the stage?
How do I add a role to a stage?
The planning board in delivery mode
How do I add a role to a stage?
Show hours in resource planning page
Sorting in the resource planning page
Show hours in bars on the resourcing page
What is the budget indicator on the planning board?
Manually entering the hours in the planning board
What is the circle with a line around it?
How do I delete a timeslot?
Weekly resourcing rules
What is the difference between planning mode and delivery mode?
Availability approvals
Security matrixThe Planning Board - Security Matrix
Notifications
Project planning page
Changing approval status
Requested and approved availability requests
Adding unavailable time
My availability page
Managing availability requests
Changing availability
Filtering results in the availability planner
Team availability page
Availability planner
How do I build my team in the planning board?
Why isn't the planning board showing my updated changes?
How do I change a project's date in the planning board?
How do I search for a project in the planning board?
Add a new project in the planning board
Description of the planning board sidebar
Description of the project rows in the planning board
How do I change a task's date in the Schedule?
How do I change a stage's date in the Schedule?
How do I change a project's date in the Schedule?
How do I apply a template from the Schedule page?
How do I show my completed stages?
Why can't I move my project back more than a month?
Create a project template from the Schedule page
Tasks on the scheduleHow do I see my tasks in the Schedule?
Adding a task from the scheduleHow do I add a task from the Schedule?
Extending tasksWhat happens when I extend a task?
Updating stage start and end dates on the schedule page
Changing a project’s date in the scheduleWhat happens when I change a project’s date in the schedule?
Proposal Success Factors
Milestones
Revenue Forecasting
Resource planning
Project planning
Setting up the planning board and overview
Availability planner overview
Project performance - Setting up your projects
Availability planner – solves your resourcing headaches
Revenue Forecasting
Access Team builderHow do I access Team builder?
Searching the Kanban boardHow do I search in the Kanban board?
Viewing the Kanban board by date or by statusWhat views does the Kanban board have?
Searching staff in the Kanban boardHow do I search for a staff member in the Kanban board?
Filtering the Kanban BoardHow to filter the Kanban Board by project, staff member, or office
Editing Start/End Dates - Revenue ForecastEditing the stage start and end dates in the revenue forecast board