University 2.0

Mobile Mobile

• Mobile Features

Notifications Notifications

• Notification types, categories and periodicity

Estimates Estimates

• Lesson 1 - How to create a estimate
• Lesson 2 - How to create retainer estimates

Dashboards Dashboards

• Lesson 1 - Client Dashboards
• Lesson 10 - FTE
• Lesson 11 - Client Staff Plan Summary Dashboard
• Lesson 2 - Project Burn Dashboard
• Lesson 3 - Contract Dashboards
• Lesson 4 - Utilization Dashboard

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Contracts Contracts

• Lesson 1 - How to manage Rate Card Tables
• Lesson 2 - How to create Fees and Estimates
• Lesson 4 - How to manage projects linked to a Fee

Expenses Expenses

• Lesson 1 - How to create expenses
• Lesson 2 - How to Approve Expenses

Timesheets and Leaves Timesheets and Leaves

• Lesson 1 - Filling in Timesheets
• Lesson 2 - Approving Timesheets
• Lesson 3 - Scheduling Leaves
• Lesson 4 - Approving Leaves

Project Management Project Management

• Lesson 1 - How to create a Project
• Lesson 2 - How to create Jobs
• Lesson 3 - Resource Scheduler
• Lesson 4 - Gantt Chart
• Lesson 5 - How to manage your List View
• Lesson 6 - How to create Client Requests

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