Project Management

Milestones
Overview This help article describes the Overview screen of the Project Management Project Info Tab.  To establish a milestone plan, go to Settings >...
Wed, 8 Jun, 2022 at 6:56 PM
Milestone Variance
Overview This help article describes the Milestone Variance screen of the Project Management Project Info Tab.  The Milestone Variance screen compares ...
Tue, 9 Nov, 2021 at 10:18 PM
Project Schedule
Overview This help article describes the Project Schedule screen of the Project Management Project Info Tab, and tips how to navigate the screen. ...
Thu, 23 Dec, 2021 at 5:21 PM
Documents
Overview This help article describes the Documents screen of the Project Management Project Info Tab.  To set up a document structure for your...
Thu, 19 Aug, 2021 at 8:22 AM
Project Team
Overview This help article describes the Project Team screen of the Project Management Project Info Tab.  You can click into the Person column and fr...
Tue, 9 Nov, 2021 at 10:19 PM
Obligations
Overview This help article describes the Obligations screen of the Project Management Project Info Tab. The Obligations screen helps remind team members of...
Mon, 14 Mar, 2022 at 1:54 PM
Checklist
Overview This help article describes the Checklist screen of the Project Management Project Info Tab.  To add a new checklist template, simply click ...
Tue, 9 Nov, 2021 at 10:26 PM
Cases
Overview This help article describes the Cases screen of the Project Management Project Info Tab.  Explore the empty white boxes in each column...
Tue, 9 Nov, 2021 at 10:26 PM
Risks & Opportunities
Overview This help article describes the Risks and Opportunities screen of the Project Management Project Info Tab.  Click on Add Risk or Add Opportuni...
Tue, 9 Nov, 2021 at 10:27 PM
Contract Management
Overview This help article describes the project management screen contract management. Open a project and go to Project Info > Project Management &...
Thu, 28 Oct, 2021 at 8:36 PM