Administration

Configure your account, manage users and roles, set up financial defaults, and explore advanced platform features.

Users & Access

• Users — add, edit, and manage platform users
• Teams — group users for project filtering
• Single Sign-On — configure SAML SSO with your identity provider

Account Settings

• Account Settings — company info, date/time formats, and account-wide toggles
• Rate Tables — define resource rates and costs for project pricing
• Currencies — multi-currency support and conversion rates

Content & Structure

• Lines of Business — organize services into practice areas and categories
• Project Blueprints — create reusable project templates from approved projects
• Service Blueprints — group standard services for quick project setup

Advanced Features

• Resource Planner — plan resource allocation across project phases
• AI Executive Summary — AI-generated project summaries
• Partnerships — request and provide services across organizations