by Kelcy Modrynski | Jan 10, 2022
By selecting the Asset Management menu, you can create new assets and manage the existing inventory of assets for a customer. Creating New Assets Select the Create Asset button to create a new asset. You must provide the following: Customer Depot Facility Asset...
by Kelcy Modrynski | Dec 14, 2021
Startly allows you to manage all of your service delivery work in one platform. These service delivery capabilities are enabled at the project level, and are turned on by defining the features you want to include in each project. These project features can be enabled...
by Kelcy Modrynski | Dec 14, 2021
Choosing a pricing model that aligns with your customer contract terms. A Project’s Pricing Model defines how your organization earns the fees associated with a project. Setting the Pricing Model also enables additional important functions within your...
by Kelcy Modrynski | Dec 14, 2021
Where the Insights are a quick look at how your project is moving, the Project Details is home to all the underlying data about your project. Project Details includes a series of tabs that organize and present key project information including: Planning Visible to all...
by Kelcy Modrynski | Dec 14, 2021
This article details the basics of how to create new Projects and manage Projects within your organization. Projects Menu and Projects List The Projects menu provides access to the Projects list screen. From the Projects List screen, you can select a Project to manage...
