Training walkthroughs
Click-through instructions on how to navigate our software.
- Project Settings (Training Walkthrough)
- Resource Management & Rates (Training Walkthrough)
- Define Roles, Security & Permissions (Training Walkthrough)
Getting started
Our intuitive software makes it simple for your team to get started with ProjectManager.
Managing projects
Everything you need to create and manage a project in ProjectManager.
- Project Planning Overview
- Project Settings: How to Access & Change Settings for New & Existing Projects
- Automation
Resource management
Learn how to use our resource management features to plan, track and report time.
- Resource Management Overview
- Time Tracking Features Overview
- Workload Page: Long-Term Resource Planning
Dashboards, reports & PPM
Track and report on your entire portfolio or a single project.
- Project Dashboard Overview
- Portfolio Management Features
- Reporting: How to Create Status Reports, Variance Reports, Timesheet Reports & More
Account, security & users
Control user access to projects and data with our robust settings.
- Account Security & Role Security
- Project Security & Project Access Levels
- User License Types, User Status & Non-Human Resources
