HelpProject & Resource Managers

Setting Up

• Projects tour (video)13 Nov 2017
• Setting up a project21 Oct 2014
• Copying a project21 Oct 2014
• Updating project information21 Oct 2014
• Assigning a project team21 Oct 2014
• Adding tasks to your project21 Oct 2014
• Assigning tasks to team members21 Oct 2014
• Can I attach a file to a timesheet or time off booking?28 May 2018
• Where can I record notes or details about a project?11 Sep 2018
• Using groups to limit data access (video)25 Jul 2018

Billing

• Adding tax profiles for invoicing14 Oct 2020
• Letting users choose which client is billed for a multi-client project28 Jun 2017
• Billing multiple clients for a project11 Apr 2017
• Customizing billing rates for a project21 Oct 2014
• Assigning billing rates to team members21 Oct 2014
• What do Fixed Bid and Time & Materials mean?21 Oct 2014
• Setting up your project for billing21 Oct 2014

Costing

• Allocating a project’s costs to multiple clients19 Oct 2016
• Setting up a project for costing21 Oct 2014

Importing data

• Using the Replicon Import Add-In (RIA)24 May 2016
• Logging in to RIA24 May 2016
• Adding data using RIA24 May 2016
• Editing data using RIA24 May 2016
• About the RIA data entry features25 May 2016
• Common RIA use cases24 May 2016
• Editing data using RIA (video)23 Sep 2016