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Parallax
Using Parallax
Using Parallax
What are the parts of Parallax and how do they work?
AI - Maslow
ETC Agent for Project Managers
The Basics
Recommended Set Up Steps: Deals & Active Projects
Photo Avatars
How Parallax Ecosystem Works
Navigating Parallax
How does the data flow in Parallax?*
Collapsible Service Offerings
See all 8 articles
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
Service Offerings
Stage, Status, Start Dates & Close Dates
Sales Pipeline
Uploads and Exports
Active Project Bulk Uploads & Exports
Parallax Actual Hours Import Process
Mass Updating People or Roles using CSV Upload
Active Projects
Parallax Retainer Setup Process
Move existing Service Offering on a existing project to a new project
Service Offering View
Saved Views, Assignments View Updates, Collapsible Offerings and Saving Shapes!
Active Projects Listing Page
Allocations vs. Actuals
See all 20 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
Project Snapshot
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
See all 10 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
Project Health Snapshot
Insight Filters and How They Work
Best Practices for using the Hiring Forecast Report
Best Practices for using the Open Roles Report
Margin Forecast Report
Utilization > Overview
See all 16 articles
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