Support Category: Set Up & Configure The Workspace

Packages

Learning about packages is key to understanding how projects are scheduled and organized in your workspace. Let’s talk about what packages are and why they play such an important role in managing your projects. Packages serve two primary functions: Prioritize tasks  – creating priority overrides for individual tasks to facilitate cross-project prioritization Organize projects – grouping and storing projects in the …

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Backlog Packages

Backlog packages are useful for organizing and storing items that you do not want to impact your schedule, such as your product backlog, projects awaiting approval, project templates, or ongoing tasks.  Work within a backlog package is on hold and unscheduled. If you have a large number of plan items in your workspace, storing items …

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Archiving Completed Projects

Setting up an archive to organize a large number of completed projects not only helps keep your workspace clean, but also makes reporting on finished work a breeze. Having a defined archive package means your workspace is easier to navigate so you and your team can quickly locate and reference past projects. Your older projects from quarters or years …

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Customize your Project Data

Do you need to create reports or executive dashboards that are segmented by specific projects? Do you need to view all of the projects for a specific client you work with? Do you want to see what type of work your team spends most of their time on? Do you want to analyze resource workload …

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Custom Project and Task Fields

Custom project and task fields are part of our data customization feature set. They are located on the Edit Panel for Tasks and Projects, and can be included in plan and time tracking exports, custom reports and dashboards. They are great for capturing attributes that you can use to convey information about your projects’ status, risk, process, phase, or classification. …

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Clients

Associating projects to clients allows you to filter work by client and also do project and timesheet analysis by client. If you don’t do work for actual clients, you might choose to create clients to represent an internal department or some other grouping that would provide you with useful project rollup metrics. Adding a Client Clients …

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Adding Members to Teams

Adding workspace members to teams provides the following benefits: You can filter your plan and timesheets by team. The team association is captured in plan exports and timesheet exports. You can create custom reports by team. You can view resource workload by team. You can address a comment to a team, and each team member will receive an email notification in accordance with their notification preferences. You can …

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Create Activities and Link to Tasks

Activities allow you to categorize the type of work being done on tasks and designate hours as billable or non-billable, as shown in the example Activity report below. Create an Activity Workspace administrators can create and update activities for the workspace. Go to User Menu > Settings > Data Customization > Activities. Billable: Check the …

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Using Activity Codes for Billing

Each time you log progress against a task, the time entry is associated to an Activity. Workspace administrators can define a full set of activity codes for the workspace. They can be added individually, or in bulk. Go to User Menu > Settings > Data Customization  > Activities. Let’s look at an example using activities to …

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