EMDESK Help Center

Participants

Map and mange project participants, teams to individuals with financial profiles.

  • Working with the Table View
  • Creating, editing, and organising participants
  • Create and manage personnel cost rates
  • Create and edit indirect cost rates
  • Plan and create budget items
  • Plan and create personnel budget
  • Customise your project workspace
  • Table settings columns
  • Manage reporting periods
  • Using tags
  • Finalize project items (lock) or unfinalize them
  • Disable reporting temporarily
  • Mass update or delete items
  • Mark and unmark an item as favourite
  • Activity stream
  • Deactivate and activate participant
  • Conversations / Messaging
  • Expenses reporting
  • Financial profile of a participant
  • Delete participants
  • 1
  • 2

Categories

  • Get Started
  • General
  • Access, Users & Groups
  • Account Settings
  • Work plan
  • Participants
  • Resources
  • Document Manager
  • EMDocs
  • Communication
  • Video Calls & Online Conferencing
  • Settings & Customization
  • Plan & Invoicing
  • FAQs & Issue Resolution
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