Portfolio, project and task management
This Knowledge base section encompasses everything related to managing portfolios, projects and activities, including tracking time and financial information.
- Activity center - overview
- Adding projects and activities
- Activity center - customization
- Activity center - color coding
- Activity center - batch operations
- Activity center - filters
- Activity center - trouble & risk indicators
- Saved views
- Table tab
- Gantt tab
- Board tab
- Calendar tab
- Project financials
- Project billing
- Billing metrics
- Billing type: Project flat fee
- Billing basis: Project hourly rate
- Hierarchical vs flat views
- Billing basis: Resource hourly rate
- Creating projects based on templates
- Project details
- Adding members to project
- Modifying project job role and permissions
- Project milestones
- Duplicating projects
- Project start and end dates
- Changing project billing type
- Changing project portfolio
- Billing basis: Customer hourly rate
- Billing basis: Activity rate