Start with the video first to get a better grasp of the topic! Skip Ahead to: Introduction Navigation Pre-requisites Creating External Work Requests Structure of External Work Requests Embedding External Work Requests into Your Website Editing External Work Requests Set Default Values for Fields in External Work Request Form Viewing the External Work Request Form […]

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Preferences Overview Preferences refer to the settings defined for an application to work as per the customized options selected, based on the requirement and applicability. This helps create reasonable ground rules, make sure that everyone plays by […]

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Defining Master Lists in Project Overview In the application, various master lists are available. The application allows maintaining these Master Lists that are activated in the organization and within projects i.e., you can add, change, or remove […]

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Configuring a Form Adding and Modifying a Form Overview Forms are templates for different work types that help you to capture information in a pre-determined layout. Forms help to maintain consistency in gathering user input, as required […]

In this article, we will help you understand how to manage your Project Calendar. Skip Ahead to: Overview Navigation Defining the Weekly Pattern in the Project Defining Holidays in Project Organization Holidays Advanced Settings Overview When a project is created, the working pattern of the organization is inherited by default. A Project manager can modify […]

Overview Using the Default Tasks elements-Practices, Phases, and Standard Activities, defined in the Process Governance, the Process Team designs a Framework in a Process Template. When managers create projects from a template, the Process Framework is inherited in the project under the Default Tasks. Project Managers can also create a Framework for their projects that […]