How To

ABC | DEF | GHI | JKL | MNO | PQR | STU |VWXYZ

To view this list by feature, see Frequently Asked Questions.

ABC

Add a team role

Add consultant roles

Add new accounts

Add a new annual budget for an office

Add office labor rates

Add or edit an agreement status

Assign user permissions

Change billing start and end cut-off dates

Change how employee names are displayed

Change notification recipients

Change the contents of the Projects list

Change the list of consultants

Change the target fees and profit

Configure contract fee agreement options

Create a default opportunity phase

Create a labor budget baseline

Create a new opportunity

Create a new project

Create an active project from an opportunity

Create new disciplines

Create the project team using Team Builder

Create the schedule

DEF

Delete an opportunity

Disable email notifications

Disable inter office staffing in a project

Export project to Excel

Export tab data to Excel

Extend the date of a phase

Filter employees by role

GHI

Import an opportunity

Import project data from another effort

JKL

Link Newforma Project Analyzer and Newforma Project Center projects

Load labor budget from tasks

Load labor budget from team

Load labor budget from a template

Load tasks from a template

MNO

Make a company or office available in Project Analyzer

Make detailed assignment plans

Make detailed staffing assignments

Make detailed task assignments

Modify a project

Modify an effort type

Multi-edit task records

Multi-edit team records

PQR

Perform initial project setup

Place a phase on hold

Reset user settings

Reset user settings with a .bat file

STU

Save a management view layout

Select a management view layout

Send an error report

Set currency equivalents

Show assignment conflicts

Update statuses in a project

Use the employee filter

Use Project Analyzer Help

Use Project Analyzer

VWXYZ

View roles used in a project

View which projects a team member is assigned to

Work with the data entry grid

Work with Project Analyzer tabs