by Kelcy Modrynski | Jan 10, 2022
Tickets generated for a project can be one of 3 types: Incidents, Service Requests or Problems. Where an Incident is used when addressing a unexpected issues for the caller, and Problems are used for customer issues, a Service Request is used to complete an action or...
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...
