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  1. Parallax
  2. Using Parallax

Using Parallax

What are the parts of Parallax and how do they work?

The Basics

  • How Parallax Ecosystem Works
  • Navigating Parallax
  • How does the data flow in Parallax?*
  • Collapsible Service Offerings
  • Saved Views
  • Managing People in Parallax

Settings

  • Requisitions
  • Time Off, Holidays and PTO
  • Time Off Actuals
  • Multiple Currency Options
  • Locations
  • Cost Rates - Effective Dates
See all 22 articles

Utilization & Capacity

  • Contractor Management
  • Schedule, Billable Capacity, Utilization and Availability
  • FTE Equivalent
  • Billable Utilization vs. Productive Utilization

Sales Pipeline

  • Associating Offerings to Deals
  • Offerings Overview
  • Stage, Status, Start Dates & Close Dates
  • Sales Pipeline

Uploads and Exports

  • Parallax Actual Hours Import Process
  • Mass Updating People or Roles using CSV Upload

Active Projects

  • Saved Views, Assignments View Updates, Collapsible Offerings and Saving Shapes!
  • Active Projects Overview
  • Allocations vs. Actuals
  • Billable and Non-Billable
  • Changelog
  • Notifications
See all 16 articles

Project Shaper

  • Shaper
  • Deal Association & Over-ride Role Name
  • Editing Dates in the Shaper
  • Project Shaper Overview
  • Shaper Financials and Hours Summary
  • Adding, Editing and Removing Roles
See all 8 articles

Project Financials

  • Handling Change Orders in Parallax: Best Practices
  • Recurring Retainer Management
  • Fixed Financial Models - Bid vs. Retainer
  • Financial Models
  • Capping T&M Projects with NTE limits
  • Project Types and Financial Models
See all 9 articles

Assignments

  • Assignments View Overview
  • Assignment View By Project
  • Assignments View by People
  • Viewing Unassigned Roles in Assignments View
  • People Listing Page
  • Assignments View Editing
See all 7 articles

Insights

  • Margin Forecast Report
  • Utilization > Overview
  • Utilization > Breakdown
  • Utilization Forecast
  • Account Dashboard
  • Revenue > Overview
See all 12 articles
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