KeyedIn V8.3 Consolidated User Guide - Oct 2024
Based on increase size in file content, the Guide is now posted in two parts. See attached:
- KeyedIn Enterprise Release Notes
- Release Notes
- KeyedIn Enterprise RESTful API v3.0.0.44027 Update
- KeyedIn Enterprise v2025.01 (v8.4.1) Release Guide v1.0
- KeyedIn Enterprise v2025.02 (v8.4.2) Release Guide v1.0.1
- KeyedIn Enterprise v2025.03 (v8.4.3) Release Guide v1.0
- KeyedIn Enterprise v2025.04 (v8.4.4) Release Guide v1.0
- KeyedIn Enterprise v2025.05 (v8.4.5) - Release Guide v1.0
- KeyedIn Enterprise v2025.06 (v8.5.0) - Release Guide v1.0
- KeyedIn Enterprise v2025.07 (v8.5.1) Release Guide v1.0
- KeyedIn Enterprise v2025.08 (v8.5.2) - Release Guide v1.0
- KeyedIn Enterprise v2025.09 - Release Guide v1.0
- KeyedIn Enterprise v2025.10 - Release Guide v1.0
- KeyedIn Enterprise v2025.11 - Release Guide v1.0
- KeyedIn Enterprise v2025.12 - Release Guide v1.0
- KeyedIn Enterprise v2026.01 - Release Guide v1.0
- KeyedIn Enterprise v2026.02 - Release Guide v1.0
- KeyedIn Enterprise v2026.03 - Release Guide v1.0
- KeyedIn Enterprise v2026.04 - Release Guide v1.0
- KeyedIn Enterprise v2026.05 - Release Guide v1.0
- KeyedIn Enterprise V7.0 Enhanced Capabilities quick reference guide
- KeyedIn Enterprise v7.0 Release Guide v1.0
- KeyedIn Enterprise v7.0 Release Guide v1.1
- KeyedIn Enterprise v7.1.0 Release Guide v1.0
- KeyedIn Enterprise v7.1.1 Release Guide v1.0
- KeyedIn Enterprise v7.1.2 Release Guide v1.0
- KeyedIn Enterprise v7.1.3 Release Guide v1.0
- KeyedIn Enterprise v7.1.4 Release Guide v1.0
- KeyedIn Enterprise v7.2.0 Release Guide v1.0
- KeyedIn Enterprise v7.2.1 Release Guide v1.0
- KeyedIn Enterprise v7.2.3 Release Guide v1.0
- KeyedIn Enterprise v7.2.4 Release Guide v1.0
- KeyedIn Enterprise v7.3.0 Release Guide v1.0
- KeyedIn Enterprise v7.3.0 Release Guide v1.1
- KeyedIn Enterprise v7.3.1 release Guide v1.0
- KeyedIn Enterprise v7.3.2 Release Guide v1.0
- KeyedIn Enterprise v7.3.3 Release Guide v1.0
- KeyedIn Enterprise v7.3.4 Release Guide v1.0
- KeyedIn Enterprise v7.3.5 Release Guide v1.0
- KeyedIn Enterprise v7.4.0 Release Guide v1.0
- KeyedIn Enterprise v7.4.1 Release Guide v1.1
- KeyedIn Enterprise v7.4.2 Release Guide v1.0
- KeyedIn Enterprise v7.4.3 Release Guide v1.0
- KeyedIn Enterprise v7.4.4 Release Guide v1.0
- KeyedIn Enterprise v7.5.0 Release Guide v1.1
- KeyedIn Enterprise v7.5.1 Release Guide v1.0
- KeyedIn Enterprise v7.6.0 Release Guide v1.1
- KeyedIn Enterprise v7.6.1 Release Guide v1.0
- KeyedIn Enterprise v7.6.2 Release Guide v1.0
- KeyedIn Enterprise v7.6.3 Release Guide v1.0
- KeyedIn Enterprise v7.6.4 Release Guide v1.0
- KeyedIn Enterprise v7.6.5 Release Guide v1.0
- KeyedIn Enterprise v7.7.0 Release Guide v1.5
- KeyedIn Enterprise v7.7.1 Release Guide v1.0
- KeyedIn Enterprise v7.7.2 Release Guide v1.0
- KeyedIn Enterprise v8.0.0 Release Guide v1.0
- KeyedIn Enterprise v8.01 Release Guide v1.0
- KeyedIn Enterprise v8.02 Release Guide v1.0
- KeyedIn Enterprise v8.1.0 Release Guide v1.0
- KeyedIn Enterprise v8.1.1 Release Guide v1.0
- KeyedIn Enterprise v8.1.2 Release Guide v1.0
- KeyedIn Enterprise v8.2.0 Release Guide v1.1
- KeyedIn Enterprise v8.2.1 Release Guide v1.0
- KeyedIn Enterprise v8.2.2 Release Guide v1.0
- KeyedIn Enterprise v8.3.0 Release Guide v1.0
- KeyedIn Enterprise v8.3.1 Release Guide v1.0
- KeyedIn Enterprise v8.3.2 Release Guide v1.0
- KeyedIn Enterprise v8.4.0 Release Guide v1.0
- Release Notes
- KeyedIn Knowledgebase
- Administration
- Assignment synch to Outlook Calendar (iCal setup process)
- Can a task be entered without a date being auto populated to the project start date?
- Creating Template Projects (Project Workflows Enabled)
- Delete Supply
- Deleting Requests
- Editable Table Column Chooser
- How do I deactivate a user?
- How The Capacity For A Resource Is Calculated
- How to use the Code Converter
- Identifying Over Supply
- Login - Project
- Mobile SSO Setup
- Password Reset Emails
- Process Support Actions
- Resetting Passwords
- Single Sign On Certificate Expiring on 14th April 2026
- Single Sign On Certificate Expiring on 7th April 2025
- Submitting/Viewing Tickets Feature within KIP
- Configuration
- Consolidated User Guides
- Dashboard Views
- Data Loads
- Keyedin Mobile Application
- KeyedIn Mobile App – Adding A Timesheet
- KeyedIn Mobile App – Contacts
- KeyedIn Mobile App – Downloading and Updates
- KeyedIn Mobile App – Entering an Expense
- KeyedIn Mobile App – Expense Claims
- KeyedIn Mobile App – Expense Claims Approval
- KeyedIn Mobile App – Logging In
- KeyedIn Mobile App – My Projects
- KeyedIn Mobile App – Notifications
- KeyedIn Mobile App – Sync Data
- KeyedIn Mobile App – Tasks
- KeyedIn Mobile App – Timesheet Submissions
- Login
- MS Teams Chat Configuration
- PowerPoint Reports and Dataviews
- Reporting
- KeyedIn Data Views Reference Guide V7.5
- KeyedIn Data Views Reference Guide V7.6
- KeyedIn Enterprise Widget And Report Writer Manual V7.4
- KeyedIn Enterprise Widget And Report Writer Manual V7.5
- KeyedIn Enterprise Widget And Report Writer Manual V7.6
- KeyedIn Projects - Widget and Report writer Catalogue V5 – November 2021
- KeyedIn Projects - Widget and Report writer Catalogue v7.5 August 2022
- KeyedIn V7.7 Data Views Reference Guide
- KeyedIn V8.0 Data Views Reference Guide
- KeyedIn V8.0 Widget and Report Writer Manual
- KeyedIn V8.1 Data Views Reference Guide
- KeyedIn V8.2.2 Data Views Reference Guide
- Report Writer Manual (v6.7)
- Report Writer Manual - V6.8 June 2020
- V7.3 - KeyedIn Projects Widget And Report Writer Manual
- Widget and Report Writer Catalogue V4 – April 2021
- Reporting Api
- RESTful API
- Running Tracert
- System Configuration Guides
- KeyedIn V7.6 System Configuration Guide - Nov 2022
- KeyedIn V7.7 System Configuration Guide - June 2023
- KeyedIn V8.0 System Configuration Guide - Nov 2023
- KeyedIn V8.1 System Configuration Guide - Mar 2024
- KeyedIn V8.2 System Configuration Guide - Jun 2024
- KeyedIn v8.3 System Configuration Guide - Oct 2024
- Task Planning
- Timesheets and Expenses
- Administration
- KeyedIn Product Help
- Administration
- Action Types
- Action Views
- Activities
- Adjust Cost and Charge Rates
- Adjust Expense and Timesheet Exchange Rates
- Administration Processing
- Benefit Types
- Billing Price List
- Categories
- Changing Passwords
- Clients
- Client Groups
- Code Converter
- Contacts
- Costs and Charges
- Cost Centers
- Create Contract
- Creating Data Templates
- Currencies
- Deliverable Types
- Department/Team
- Exchange Rates
- Expense Types
- Locations
- Logins
- Login Groups
- Login Profiles
- Mitigation Plan Item Types
- Nominal Codes (Account Codes)
- Processing Administration Forms
- Projects
- Complete Project Details
- Identify Project Source
- Importing Data
- Projects - Adding and Maintaining
- Project Attachments
- Project Charges
- Project Charge Rates
- Project Creation Wizard
- Project General Details tab
- Project Interested Resources
- Project Lifecycle Settings
- Project Planning Settings
- Project Resource Override Rate
- Project Restrictions
- Project Security Group Details
- Project Summary
- Projects (Project Workflows)
- Adding and Viewing Posts
- Complete Project Details (Project Workflows)
- Identify Project Source (Project Workflows)
- Importing Data (Project Workflows)
- Projects (Project Workflows) - Adding and Maintaining
- Project and Template Creation Wizard (Project Workflows)
- Project Attachments (Project Workflows)
- Project Audit (Project Workflows)
- Project Charges (Project Workflows)
- Project Charge Rates (Project Workflows)
- Project Collaboration (Project Workflows)
- Project Configuration (Project Workflows)
- Project General Details (Project Workflows)
- Project Interested Resources (Project Workflows)
- Project Links (Project Workflows)
- Project Planning Settings (Project Workflows)
- Project Posts (Project Workflows)
- Project Resource Override Rate (Project Workflows)
- Project Restrictions (Project Workflows)
- Project Security Group Details (Project Workflows)
- Template Options (Project Workflows)
- Resources
- Roles
- Security Groups
- Selecting Administration Data
- Skills
- Configuration
- Activities, Charges, Customers, Costs, Resources, Risks and Roles
- Applications
- Auto-Generate
- Billing Settings
- Collaboration Settings
- Configuration Menu
- Considerations Before Activating Workflows
- Currency
- Custom Fields
- Display Settings
- Document Management Settings
- Entity Defaults
- General Settings
- Invoices
- Invoice Templates
- Log On Settings
- Notification Settings
- Planning Periods
- Planning Settings
- Project Level Settings
- Project Settings
- Project Types
- Adding and Editing a Movement Permission
- Adding and Editing Movement Conditions
- Adding and Editing Movement Updates
- Adding and Editing Project Type Identification Details
- Defining Project Type Details
- Maintaining Project Type Tab Content
- Project Type Fields
- Project Type Settings
- Project Type Web Hooks
- Project Type Workflow Conditions
- Project Type Workflow Notifications
- Project Type Workflow Permissions
- Project Type Workflow Updates
- Project Workflows
- Project Workflow Settings
- Report Settings
- Restrictions
- Scheduled Jobs
- Scheduled Project Snapshot Configuration
- Scheduled Reports
- Screen Labels
- Security Group Settings
- Setting Up Workflow Details
- Single Sign On
- Strategic Planning
- Time & Expense Settings
- Web Hooks
- Workflow Notifications
- Working Times
- Custom Dashboards
- Expenses
- My Work
- Overview
- Portfolio
- Projects
- Projects Approvals tab
- Projects Billing tab
- Adding and Amending a Billing Contract
- Adding and Amending Billing Contract Lines
- Adding and Amending Invoice Lines
- Adding or Amending an Invoice
- Allocated and Unallocated Values
- Authorizing the Invoice
- Billing Contract Account Information tab
- Billing Contract Audit tab
- Billing Contract Billing Rules tab
- Billing Contract Defaults tab
- Billing Contract General tab
- Billing Contract Lines tab
- Billing Contract Line Audit tab
- Billing Contract Line General tab
- Billing Contract Line Notes tab
- Billing Contract Line Roles/Activity/Task tab
- Billing Contract Supporting Documents tab
- Contract Lines
- Distributing Time and Expenses
- Invoice Account Information
- Invoice General Details
- Invoice Lines
- This Invoice Values
- Projects Change Requests tab
- Projects Deliverables tab
- Projects Documents tab
- Projects Finance tab
- Projects Forecasts tab
- Projects Home tab
- Projects Processing
- Projects Resource tab
- Projects Risks and Issues tabs
- Adding and Maintaining Mitigation/Resolution Plan Items
- Adding and Maintaining Risks and Issues
- Copying Risks/Issues
- Mitigation/Resolution Plan Item Attachments
- Mitigation/Resolution Plan Item General details
- Risk and Issue General details
- Risk Mitigation/Issue Resolution Plan Items
- Risk/Issue Attachments
- Risk/Issue Custom Details
- Risk/Issue Notes
- Projects Status Reporting tab
- Projects Timeline tab
- Task and Dependency Planning
- Adding and Maintaining Assignments
- Adding and Maintaining Tasks
- Available Project Plan Actions
- Bulk Edit Tasks
- Changing Gantt Chart Entries
- Copying Project Plan
- Copy and Paste
- Exporting Plans to Microsoft Project
- Export Manager
- Generate Forecast Data
- Importing Microsoft Project Plans
- Map Role Assignments
- Project Review
- Resource Availability
- Search Bar
- Step 1. Select Tasks
- Step 2. Choose Options
- Step 3. Summary
- System Configuration Conditions
- Task Assignments
- Task Assignments List
- Task Attachments
- Task Collaboration
- Task General Details
- Task Plan Conditions to view Summary Tasks
- Task Predecessors
- Task Skills
- Task Tab Features
- Updating Task Details
- Viewing and Editing Task Details
- Task Board - Setup and Configuration
- Task Board
- Accessing the Board and switching to/from Gantt
- Adding a New Task on the Board View
- Adding Board Columns
- Additional Task Information
- Board Menu Options
- Board Overview
- Conditions Required to View Summary Tasks on the Board
- Defining the Summary Task Hierarchy on the Task Board
- Deleting Board Columns
- Displaying Additional Fields on the Task Board
- Editing Board Columns
- Enabling the Board View
- Moving a Task using Drag and Drop
- Setting Up Board Columns
- Summary View: Viewing and Editing Child Tasks
- Switching between levels on the Board
- Task Board Configuration
- Task Display Symbols
- Task Fields
- Task Highlighting Options
- Task Indicators
- Task Levels
- Task Level Icons
- Task Limits
- Using the Task Board
- Task Board
- Reports and Widgets
- Adding and Amending Enhanced Reports
- Adding and Amending Widgets
- Adding and Editing a Report Filter
- Chart tab
- Chart Types
- Chart/Data Report Widgets Definition
- Configuring PowerPoint Templates - Adding Charts to the PowerPoint template
- Configuring PowerPoint Templates - Adding data reference to PowerPoint template
- Configuring PowerPoint Templates - Adding Tables to the template
- Configuring PowerPoint Templates - Repeating Slides
- Configuring PowerPoint Templates - Search Screen Inline Menus
- Creating a Widget Report With Drill Through
- Data tab
- Date marker Configuration
- Filters tab
- Filter and Context Operation
- Hidden Filters
- How to setup a Scheduled Report
- IFrame Widgets
- KeyedIn Configuring PowerPoint Templates - Adding a PowerPoint template
- Milestone Configuration
- Outputting the Report
- PDF Output Options; including Preview mode and Watermarks
- Pie chart labels displayed as % or value
- PowerPoint Output
- PowerPoint template to an Action
- Predecessor Configuration
- Preview Value
- Properties Panel
- Publishing A Report Widget To a Dashboard
- Reports Access Section
- Report Calculated Fields
- Report Search
- Report Widget
- Report Widget – Filter On Insights Project List
- Running a PowerPoint report from An Action
- Running a PowerPoint report from the Project Dashboard
- Running a Report
- Scheduled Report, Invalid Ouput Error
- Timeline Chart Configuration
- Timeline Chart Widget Definition
- Timeline widget ability to set the initial display point
- Uploading Report Packages
- Using IFrame Widgets
- Using the Expression Builder
- Using the Expression Builder (Enhanced)
- Resourcing
- Adding and Editing Project Supply
- Adding and Maintaining Assignments
- Adding Team Supply
- Altering the Data Content
- Altering the Data Content (Combined Resourcing)
- Auto-fill Supply
- Capacity
- Capacity (Combined Resourcing)
- Changing the Data Shown
- Changing the Data Shown (Combined Resourcing)
- Dynamic Demand Modelling
- Finding a Suitable Resource
- Processing in Combined Resourcing Mode
- Processing in Scheduling Mode
- Processing in Strategic Planning Mode
- Requests
- Request Mode Operation
- Resource Plan (Combined Resourcing enabled)
- Resource Plan (Combined Resourcing not enabled)
- Resource Search Criteria
- Resource Search Departments/Locations
- Resource Search Resources
- Resource Search Results
- Resource Search Roles
- Resource Search Skills
- Resourcing
- Saved Searches
- Supply Input Actions
- Supply Mode Operation
- Team Bulk Supply
- Using the Edit Supply Tool
- Using the Supply Adjust Tool
- Searching For Data
- Timesheets
- Using KeyedIn
- Account Details
- Adding and Amending Filters
- Adding and Viewing Posts
- Available Notifications
- Change Picture
- Changing the Initial View
- Collaborating with Others
- Copyright and Acknowledgements
- Databox Widgets
- Data Entry
- Entering and Maintaining Notes
- Entering Custom Fields
- Entering Data
- Favorite Views
- Forgot Password
- Insights Widgets
- Logging Out
- Log In As
- My Dataloads
- My Email Notifications
- Obtaining Help
- Obtaining Printer Friendly Pages
- Own Resource Defaults
- Processing Area Features
- Processing the Search Results
- Project Navigator
- Receiving Notifications and Alerts
- Screen Navigation and Options
- Selecting a Resource
- Selecting Menu Options
- Setting Dates
- Setting Your User Options
- Starting and Using Your Web Browser
- Starting the Product
- Timing Out
- Title Bar Options
- Using the Product
- Viewing License Details
- Administration
- KeyedIn Product Videos
- Product Videos
- KeyedIn - Combined Resourcing (Video)
- KeyedIn - Forecast - Advanced Forecasting (Video)
- KeyedIn - Forecast - Demand, Expenditure, and Budgets (Video)
- KeyedIn - Forecast - Financial Tracking (Video)
- KeyedIn - Forecast - Management (Video)
- KeyedIn - Forecast - Overview (Video)
- KeyedIn - Forecast - Re-forecasting and Using Actuals (Video)
- KeyedIn - Forecast and Tracking Benefits (Video)
- KeyedIn - Portfolio Analysis (Video)
- KeyedIn - Resource Scheduling Mode (Video)
- KeyedIn - Resourcing Modes Overview
- KeyedIn - Strategic Resourcing - Advanced (Video)
- KeyedIn - Strategic Resourcing - Basic (Video)
- KeyedIn - Strategic Resourcing - Updates (Video)
- KeyedIn - Workflows and Kanban (Video)
- Product Videos
