Set Up and Configure the Workspace

These articles are primarily directed towards Workspace Owners or Workspace Administrators that will be establishing overall Workspace settings, setting up custom data fields, and structuring the project portfolio. You’ll also find articles about Packages, and how to structure Packages to effectively prioritize all projects across your organization. Data customization is also an important part of LiquidPlanner workspace setup, and you’ll find articles to explain the various options available to capture your unique data, such as Custom Fields, Tags, Activities and Clients.