Administration
Configure your account, manage users and roles, set up financial defaults, and explore advanced platform features.
Users & Access
UsersAdd, edit, and manage platform users.TeamsGroup users to filter projects and dashboards, and to control who can see catalog content.Single Sign-OnConfigure SAML SSO with your identity provider.
Account Settings
Account SettingsManage company information, formats, and account-wide preferences.Rate TablesDefine resource rates and costs for project pricing.CurrenciesConfigure multi-currency support and conversion rates.
Content & Structure
Lines of BusinessLines of Business, service categories, and per-LOB service approvers.Project BlueprintsCapture an approved project's services as a blueprint to reuse.Creating Blueprints in SettingsBuild a blueprint from scratch in Settings > Content > Blueprints instead of from an approved project.
Advanced Features
Resource PlannerPlan resource allocation across project phases.AI Executive SummaryGenerate concise project summaries with AI.
Users, roles, and access
Roles and PermissionsThe role-based model governing what users can see and do.Managing Sales ExecutivesThree ways to add sales executives, and how the project field behaves.SSO TroubleshootingCommon SAML symptoms and how to resolve them.
Account structure and billing
Creating a Business UnitGive each division its own name, address, and terms for documents. Logos are handled in the template.Payment TermsPricing model, and how travel, expenses, and products are billed.Feature RequestsWhere to submit and track product feedback.
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