Projects and Phases
Creating Projects
Learn how you can create a Project manually, by using Project Categories, or from a Project Template.
Adding & Editing Project Phases
Projects can go from simple to complex depending on the services or number of hours required. See how to add and edit phases.
Resourcing Modes
The Resourcing Mode decides how Bookings are created and effort is reflected in the Resource Plan.
Project Budgets
Project Budgets allow you to manage and track separate Budgets within a single Phase or across multiple Phases in a Project. In addition to one-off Budgets, automated creation of Budgets for recurring delivery periods and splitting Budgets per unit sold or scaling effort by quantity is supported.
Baseline
Project Baseline allows you to take a current snapshot of the plan to compare your current plan to the Baseline in the Gantt view.
Time Codes
Understanding and tracking your team’s time is an essential aspect of professional services companies. Create Time Codes and define what parts of your projects should contribute to billable or productive time.