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  1. Parallax
  2. 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 Page (People Listing Page)

Projects

  • Financial Models
  • Merging Projects in Parallax
  • Project Integrations Tab Set Up
  • Project Page Overview
  • Costs & Revenue
  • Project P&L
See all 7 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 People 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

  • Insights - Report Listing
  • Revenue > Overview
  • Margin > Overview
  • Project Health by Period
  • Project Health Overview
  • Utilization > Overview
See all 21 articles

Settings

  • Locations
  • Tags
  • General Settings
  • Customization
  • Departments
  • People
See all 12 articles

Beyond the Basics

  • Role Association and Role Splitting
  • Associating Offerings to Deals
  • Working with Multiple Currencies
  • Placeholder People
  • Client Management
  • Tagging's Segmentation Benefits
See all 7 articles
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