Related Articles
Expenses
View, add or delete project expenses. From navigation menu go to: Project > All projects Click on the desired project name to open it Go to left-menu Expenses in order to view project expenses Click on an expense to open it View, modify and/or delete ...
My Expenses
View and manage your expense list. From navigation menu go to: Expense > My Expenses View a list of all your expenses that you have recorded to date by Date, Name, Type, Project, Creator, Receipt and Amount Click the Filter icon on the top right in ...
Create
Create and define the parameters of waterfall projects. From navigation menu go to: Project > Waterfall projects Click on New project Enter project name, then optionally define start/end dates, status, who is collaborating on the project, whether the ...
Create
Create and define the parameters of agile projects. From navigation menu go to: Project > Agile projects Click on New project Enter project name, then optionally define start/end dates, status, who is collaborating on the project, whether the project ...
Create
Create and define new project portfolios. From navigation menu go to: Portfolio > My portfolio Click on Add portfolio + to create a new portfolio Define portfolio details: – Enter a portfolio Name – Select a parent Category for your portfolio (if it ...