Explore Features

Homescreen

• Accepting an Invitation
• Logging In
• Basic Platform Navigation
• Search

Dashboards

• Adding New Panels to Dashboards
• Adding Layouts to Dashboards
• Editing and Deleting in Dashboards
• Saving Dashboards as PDF and Image Files
• Publishing Dashboard Layout Templates

Projects

Tasks

Resource Tracking

• Working with Equipment Time Tracking
• Adding + Editing Entries in the Equipment Time Power Grid
• Using the Production Power Grid
• Using the Material Receipt Log
• Using the Equipment Log Power Grid
• Using the Progress Log

Teams

• Organizing the Teams Screen
• Viewing Your Teams
• Creating a New Team
• Managing Team Members

Notifications

• How to Bulk Accept Task Assignments
• Notification Basics
• Selecting Notification Settings
• Notification Types
• Opening a Notification
• Sorting Notifications

Integrations

• Office Integrations

RPAX

• RPAX Updates (Cont)
• RPAX Updates
• RPAX Risk Items: Blocked Task
• RPAX Risk Items: Capacity Conflict
• RPAX Risk Items: Critical Path Delay
• RPAX Risk Items: Delayed Acceptance

Data Table Maintenance (Admin)

• Adding + Editing Customers
• Managing Fuel Types
• Managing Programs, Categories, Products + Stages
• Managing Cost Codes
• Org Maintenance in Office
• Managing Equipment Resource Types