Resources
Manage budget and resources. Report and track expenses.
- Working with the Table View
- Plan and create budget items
- Plan and create personnel budget
- Expenses reporting
- Create and manage personnel cost rates
- Create and edit indirect cost rates
- Customise your project workspace
- Table settings columns
- Activity stream
- Finalize project items (lock) or unfinalize them
- Manage reporting periods
- Disable reporting temporarily
- Using tags
- Mark and unmark an item as favourite
- Mass update or delete items
- Track time and personnel costs
- Conversations / Messaging
- Financial profile of a participant
- Delete Personnel Cost Rates
- Duplicate Personnel Cost Rates