Guides

Each guide walks you through one task from start to finish. Find your part of the work below.

For everyone

• Find your way around: your dashboard, notifications, comments and @mentions, and change history.
• Log and submit your time: fill in your weekly timesheet and submit the week.
• Book time off and set holidays: record time off, and see who is away.
• Submit a project request: raise an idea with its business case and send it for a decision.
• Build a report: answer a question about your portfolio with a table and chart, then save, export or pin it.

For project managers

• Staff a plan: add the roles a plan needs, assign people and read the grid's colours.
• Plan the work with tasks: break the work down, link it in order and read the critical path.
• Track a running project: health, risks and issues, plan against actuals, the cost forecast, baselines and benefits.
• Turn a requirements document into tasks: bring a project's requirements in from a document and turn them into tasks.
• Check team capacity: see month by month whether you have enough people for the work ahead.

For team leads

• Set up and run a team: members, the lead, equipment and lending people to other teams.
• Approve timesheets: review the weeks your team submits and approve or send them back.
• Book time off and set holidays: book time off for the people on your team.
• Check team capacity: spot the months where your team is booked beyond what it has.

For the PMO and leadership

• Build a roadmap: let the optimizer schedule upcoming projects, adjust it, then apply it.
• Group projects into programs and track objectives: one view of a program's health, and objectives with measurable key results.
• Compare portfolio options and plan the budget: the executive portfolio, what to fund under a budget, and the budget by period.
• Share and schedule a report: share a report with your company, by link, or by email on a schedule.
• Submit a project request: decide on requests and turn approved ones into projects.

For admins

• Set up your workspace: statuses, types, templates, custom fields, clients, passwords and seats.
• Score projects and automate approvals: scoring, the request process and approval workflows.
• Import your project history: bring past and running projects in from Microsoft Project, Primavera, Excel or CSV.
• Approve timesheets: choose whether your company's timesheets need approval at all.