A workgroup into which project managers can be placed should you need to complete an action concerning all managers. Other employees can also be grouped together like this.
A directory that stores expense items tracked using the "actual budget" data tag.
In this field you can/should specify the project stage new tasks should be added to.
Planned time (hrs)
Field for a task's planned work time.
This will display how much time was actually spent working on the task.
In this field, you can/should specify the total planned expenses for the task.
This field will show how much has actually been spent on the task to date.
Use this data tag to record actual time spent on a task and project.
This data tag lets you track expenses for a task and project.
This process shows configurations for possible task statuses.
Template with stages
Default task template for projects with stages.
Planned and actual by project
This report displays summary data on planned and actual time and budget.
This report shows how far along a project's tasks are as a percentage. In it you can also see what stage the project's in.
Actual time for last month
This report shows the amount of time each employee has spent on project tasks in the past month.
Expenses by source for last 30 days
This report shows expenses for the past 30 days by project and item.
Actual time by month and project
This report shows time each employee has spent on tasks, broken out by month and project.
I'm the assignee
Default planner for projects with stages. In this planner, each employee sees only their tasks.
Planner for projects with stages, where each employee sees all tasks available to them.
Here, managers can monitor their tasks and view employee workload.
In this planner, tasks can be easily completed and monitored. This planner only shows tasks where the employee is the assignee.
Available project tasks
Default task filter for projects with stages This filter displays tasks and their columns.
A filter that displays only companies (view employees by clicking a company card)
Displays all contacts (view a contact's company by clicking their card)
Template for work in stages
With this template, you can carry out a project in stages The template contains planners that can be used as a way of displaying projects.
This filter can be used as a project archive.
A work environment that displays only objects and entities that are related to this configuration.