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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 Timesheet 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 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
Settings > Requisitions
Time Off Settings
Locations
Tags
General Settings
Customization
See all 14 articles
Beyond the Basics
Role Association and Role Splitting
Associating Offerings to Deals
Working with Multiple Currencies
Placeholder People
Client Management
Segmentation using Tags
See all 7 articles
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