KeyedIn - Workflows and Kanban (Video)
Guidance on Project Workflows and how these operate in conjunction with the Kanban board.
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- Creating Template Projects (Project Workflows Enabled)
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- 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
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- Billing Contract Line Notes tab
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- Contract Lines
- Distributing Time and Expenses
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- This Invoice Values
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- Export Manager
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- Step 1. Select Tasks
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- System Configuration Conditions
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- Task Plan Conditions to view Summary Tasks
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- Accessing the Board and switching to/from Gantt
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- Adding Board Columns
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- Board Menu Options
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- 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
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- Using the Task Board
- Task Board
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- 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
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- 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
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- Milestone Configuration
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- PDF Output Options; including Preview mode and Watermarks
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- Predecessor Configuration
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- Timeline Chart Widget Definition
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- Using the Expression Builder
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- 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
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- Changing the Data Shown
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- Dynamic Demand Modelling
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- Processing in Strategic Planning Mode
- Requests
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- Resource Search Criteria
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- Resource Search Results
- Resource Search Roles
- Resource Search Skills
- Resourcing
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- 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
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- My Email Notifications
- Obtaining Help
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- 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
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- Title Bar Options
- Using the Product
- Viewing License Details
- Administration
- KeyedIn Product Videos
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- KeyedIn - Forecast - Advanced Forecasting (Video)
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- 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)
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