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Parallax
Using Parallax
Using Parallax
What are the parts of Parallax and how do they work?
The Basics
How Parallax Ecosystem Works
What is "Billable" and "Non-Billable" within Parallax?
How does the data flow in Parallax?*
Navigating Parallax
Collapsible Service Offerings
Saved Views
See all 10 articles
Glossary - Important Terms
Schedule, Billable Capacity, Utilization and Availability - What do they mean?
FTE Equivalent
Project Detail Page Cheat Sheet
Stage vs. Status
People vs. Users
Deal vs. Project
See all 12 articles
Listing Pages
Listing Pages Overview
Sales Pipeline
Active Projects
People Listing Page
Projects
Fixed Financial Models - Bid vs. Retainer
I can't connect a Timesheet
Creating a New Timesheet in Parallax
Merging Projects in Parallax
Project Integrations Tab Set Up
Project Page Overview
See all 10 articles
Project Shaper
Shaper 2.0
Editing Dates in the Shaper
Project Shaper Overview
Shaper Financials and Hours Summary
Adding, Editing and Removing Roles
Allocating Hours to Roles
See all 7 articles
Offerings
Offerings Overview
Managing Project Offerings
Assignments
Assignments View Overview
Assignment View By Project
Assignments View by People
Viewing Unassigned Roles in Assignments View
Time-Off Upload Feature
Insights
Utilization > Breakdown
Insights - Report Listing
Revenue > Overview
Margin > Overview
Project Health by Period
Project Health Overview
See all 20 articles
Settings
Settings > Requisitions
Settings > Time Off, Holidays and PTO
Locations
Time Off / PTO / Schedules
Tags
General Settings
See all 16 articles
Beyond the Basics
Handling Change Orders in Parallax: Best Practices
Recurring Retainer Management
Notifications
Role Association and Role Splitting
Associating Offerings to Deals
Multiple Currency Options
See all 13 articles
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