Scheduled Reports General tab
Enter or select: •   Name for the report; this will be inserted in the subject line of the relevant email •   Active if available to use •   Report th...
Mon, 15 Mar, 2021 at 4:18 PM
Scheduled Reports Recipients tab
Existing recipients of the report are listed and you can click Add and Remove to change the content of the list. When adding recipients: •   check Overr...
Mon, 15 Mar, 2021 at 4:18 PM
Screen Labels
Here you will define the default values that are to apply for all users. The displayed Language identifies the default language that applies for your login....
Mon, 15 Mar, 2021 at 4:18 PM
Security Group Settings
Use this view to configure project and resource security settings. It provides the ability for members of a Security Group to add projects or resources...
Thu, 15 Apr, 2021 at 10:00 PM
Setting Project Stages — Actions tab
Choose the actions to be undertaken on completion of this stage.
Mon, 15 Mar, 2021 at 4:18 PM
Setting Project Stages — General tab
  Each stage has a sequential number set automatically and you must enter a name to identify the stage and can indicate if the stage is chargeable for GAAP...
Mon, 15 Mar, 2021 at 4:18 PM
Setting Up Workflow Details
Once you have activated workflows, you need to set up all details before they can be processed fully. Do this in the following sequence to ensure necessary ...
Mon, 15 Mar, 2021 at 4:18 PM
Single Sign On
Users generally need to log in to access KeyedIn Projects. However, if Single Sign On is permitted, signing in to another recognized product is sufficient a...
Mon, 15 Mar, 2021 at 4:18 PM
Strategic Planning
You will only need to process this option if you use Strategic Planning. If so, select Strategic Planning from Configuration. You can then determine how dat...
Mon, 15 Mar, 2021 at 4:19 PM
Strategic Planning Actuals tab
These entries determine how actual values are obtained and processed. Place actuals in the month they were incurred indicates they are based on the ...
Mon, 15 Mar, 2021 at 4:19 PM