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  • Company settings - Portfolios

    Availability Overview Portfolios offer an effective way to organize your projects. A project portfolio is a collection of all the projects that are currently underway or planned within an ...

  • Duplicating projects

    Duplication is one of the batch operations available for projects. A project is duplicated with all its activities. Time entries are NOT copied from the activities being duplicated. Since this oper...

  • Duplicating activities

    Duplication is one of the batch operations available for activities. You can copy activities from one project to another, or within the same one. It saves you time adding activities that are simila...

  • Moving activity to another project

    Required Permissions You can move an activity to another project provided you have enough permissions in your access level. Check out the table below for permissions you need to have enabled in you...

  • Managing custom forms

    Availability Overview Custom forms give you flexibility in creating online data sheets and questionnaires and the power to decide who can access the forms you create. A custom form can con...

  • Billing metrics

    Below are some financial metrics, i.e. calculable parameters on a project's financial and economic performance. You can use these as a reference when using project billing. They appear on the proje...

  • Power BI (Business Intelligence) reports

    The link runs through the current list of default MS Power BI reports available for Enterprise and Team customers, with their included Business Intelligence subscription.New reports are added perio...

  • Billing report

    Overview A billing report is designed to help create invoices to bill your customers with or review the internal costs of a project.   Warning To access financial information, you must have the "A...

  • Report generator

    Overview   Warning To be able to generate this type of reports, you will need to have "Access report generator" permission in your access level.   Report generator is a tool to produce custom rep...

  • Reports screen

    Overview The Reports screen consists of the following elements: Element Description Designation Add Report control  Available on the Custom tab only. Use it to add a new custom report. Cu...