Frequently Asked Questions
Billing | Contract /Fees | FinancialProjections | General Questions | Labor Budget | Management Views |Non-Reimb Consultants | Non- Reimb Expenses | Projects | Project Tracking | Reimb Consultants | Reimb Expenses | Schedule | System Configuration | Tasks | Team | Time Analysis
To view this list alphabetically, see How To...
Billing
How do I change billing start and end cut-off dates?
How do I view a project's current billing status?
Contract /Fees
How do I change the target fees and profit?
How do I configure contract fee agreement options?
Financial Projections
How do I view financial projections?
How do I view which projects a team member is assigned to?
General Questions
How do I export a project to Excel?
How do I export tab data to Excel?
How do I send an error report?
How do I set currency equivalents?
How do I use Project Analyzer Help?
How do I use Project Analyzer?
How do I work with the data entry grid?
How do I work with Project Analyzer tabs?
Labor Budget
How do I create a labor budget baseline?
How do I load labor budget from tasks?
How do I load labor budget from team?
How do I load labor budget from a template?
Management Views
How do I save a management view layout?
How do I select a management view layout?
Non-Reimb Consultants
How do I identify budgeted non-reimbursable consultants?
Non- Reimb Expenses
How do I identify budgeted non-reimbursable expenses?
Projects
How do I create a new opportunity?
How do I create a new project?
How do I create an active project from an opportunity?
How do I delete an opportunity?
How do I import an opportunity?
How do I import project data from another effort?
How do I perform initial project setup?
How do I update statuses in a project?
How do I view the roles used in a project?
Project Tracking
How do I view a summary of the project's current financial status?
Reimb Consultants
How do I identify budgeted reimbursable consultants?
Reimb Expenses
How do I identify budgeted reimbursable expenses?
Schedule
How do I extend the date of a phase?
How do I place a phase on hold?
System Configuration
How do I add consultant roles?
How do I add a new annual budget for an office?
How do I add office labor rates?
How do I add or edit an agreement status?
How do I assign user permissions?
How do I change billing start and end cut-off dates?
How do I change how employee names are displayed?
How do I change notification recipients?
How do I change the contents of the Projects list?
How do I change the list of consultants?
How do I change the target fees and profit?
How do I configure contract fee agreement options?
How do I create a default opportunity phase?
How do I create new disciplines?
How do I disable email notifications?
How do I link Newforma Project Analyzer and Newforma Project Center projects?
How do I make a company or office available in Project Analyzer?
How do I modify an effort type?
Tasks
How do I load tasks from a template?
How do I make detailed task assignments?
How do I multi-edit task records?
Team
How do I create the project team using Team Builder?
How do I disable inter office staffing in a project?
How do I make detailed assignment plans?
How do I make detailed staffing assignments?
How do I multi-edit team records?
How do I show assignment conflicts?
How do I use the employee filter?
How do I view which projects a team member is assigned to?
Time Analysis
How do I track budgeted hours and dollars against actual timesheet-based values?