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Parallax
Using Parallax
Using Parallax
What are the parts of Parallax and how do they work?
The Basics
Collapsible Service Offerings
Saved Views
How does data flow/interact with Parallax?
Navigating Parallax
Adding Departments, Roles, & Rate Cards
Configuring CRM and Time Sheets integrations
See all 8 articles
Glossary - Important Terms
Schedule, Billable Capacity, Utilization and Availability - What do they mean?
FTE Equivalent
Target Start Date vs. Close Date
Project Detail Page Cheat Sheet
Stage vs. Status
Allocations vs. Actuals
See all 14 articles
Listing Pages
Listing Pages Overview
Sales Pipeline
Active Projects
People
Projects
Merging Projects in Parallax
Project Integrations Tab Set Up
Project Page Overview
Financial Settings
Financial Models
Costs & Revenue
See all 8 articles
Project Shaper
Editing Dates in the Shaper
Project Shaper Overview
Shaper Financials and Hours Summary
Adding, Editing and Removing Roles
Allocating Hours to Roles
Assigning Employees to Roles
Offerings
Offerings Overview
Managing Project Offerings
Assignments
Assignments View Overview
Assignment View By Project
Assignments View by People
Viewing Unassigned Roles in Assignments View
Insights
Revenue > Schedule
Revenue > Margin
Project Health by Period
Project Health Overview
Utilization > Overview
Velocity Report
See all 20 articles
Settings
Tags
General Settings
Customization
Departments
Employees
Time-Off Settings
See all 12 articles
Beyond the Basics
Placeholder Employees
Client Management
Tagging's Segmentation Benefits
Tagging's Resourcing Benefits
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