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Staff (User), Freelancer (Resource) & Client Management
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Staff (User), Freelancer (Resource) & Client Management
Licensing, Users and Permissions
Users windows
Advanced Users - edit and save permission profiles
Web Profile Manager
Resources & Clients Web Access
License Counts - Find out how many users of each type your license has
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Personnel Management
Personnel Bookings: Hourline and Long Form
Long Form: Personnel Tree
Customise Personnel Event Types
Rename Personnel Event Types
Hide Personnel Event Types in the pop-up menu
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Contacts
Contact Types
Client Details
Resource Contact Details
Activity Window
Changing Company Name and moving Contacts
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Labour Rules for Advanced Personnel Management
About Advanced Personnel Management
Labour Rules Terminology & PM Types
Personnel Management Display Setup
Defining Labour Rules | Rule Manager
A (Labour) Rule – Page 1 / I
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Requests
Using Requests
How to make a request
Accept a Request and Book to Personnel
How to Accept a Request and Book to a Project
Accept and Book multiple Requests to Project
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