Quick Start Guide

Dashboard

The dashboard is the main 'landing page' of your system.

Learn more about the Dashboard

Projects

Access your projects, view status info and easily initiate new projects.

Learn more about Projects

Files

Use Workboxes to collaborate outside of a project. Share files with groups internally and externally

Library

Finalized assets and knowledge organized and displayed in intuitive digital galleries. Use meta data and search to discover and download content.

Learn more about the Library

Reports

Drag & drop data fields to create reports. Use rules and filters to narrow down the information you want.

Learn more about Reports

Resource Planner

The Resource Planner provides an overview of the past, current and future activities of all users in the system.

Learn more about the Resource Planner

People

The entire team in one directory with a custom profile cards for each. Search by name or filter the list by role, location, expertise…

Learn more about People

Timesheets

Timesheets allow users to log hours against projects or events.

Learn more about Timesheets

Workflows

A workflow is a sequence of steps through which a form or an asset passes from initiation to completion.

Learn more about Workflows

Admin Section

The Administrator Tools section consists of multiple different admin areas depending on the system setup and the tools required.

Learn more about the Admintools