Strategic Planning Deliverables tab
  Deliverables is checked if deliverables are to be available for forecasts. Uncheck the box if you only want to see the other selected data. Del...
Mon, 15 Mar, 2021 at 4:19 PM
Strategic Planning Forecasts tab
    Limits   Maximum Number of Forecasts per Project sets limits on the number of unapproved, approved and baseline versions that are allowed fo...
Mon, 15 Mar, 2021 at 4:19 PM
Strategic Planning Views tab
  Forecasts is unchecked if no forecasts are to be used within Strategic Planning so that everything is input to a single version of each project. I...
Mon, 15 Mar, 2021 at 4:19 PM
Time & Expense Settings
Here you can set the rules for time and expense entries. •   Time Entry Format applies for the input of timesheets. •   Decimal/HH:MM only apply when...
Tue, 7 Dec, 2021 at 9:45 AM
Web Hooks
A web hook provides a link to another system by specifying its URL. This enables project data to be passed to that system for processing when certain stages...
Mon, 15 Mar, 2021 at 4:20 PM
Workflow Notifications
Here you can define notifications that will be sent to selected users when particular status movements occur. These allow all relevant users to be kept full...
Mon, 15 Mar, 2021 at 4:20 PM
Workflow Statuses
  Each workflow may have a number of statuses and associated status movements that take the workflow on to the next status. Each workflow starts with an in...
Mon, 15 Mar, 2021 at 4:20 PM
Workflow Status Movements
  Each status is created with no status movements, which determine how a movement through the workflow occurs, the next status to be processed and whether ...
Mon, 15 Mar, 2021 at 4:20 PM
Working Time Calendar tab
The screen defaults to the current month but you can click the arrow buttons to change to other months and years. All working days are shown white while...
Mon, 15 Mar, 2021 at 4:20 PM
Working Time General tab
  Name provides a title for the working time to identify what it represents. Code is the unique identifier for the working time. You will ente...
Mon, 15 Mar, 2021 at 4:20 PM