Beyond the Basics
Tips and tricks for how get the most out of Parallax!
- Handling Change Orders in Parallax: Best Practices
- Recurring Retainer Management
- Notifications
- Role Association and Role Splitting
- Associating Offerings to Deals
- Multiple Currency Options
- Mass Updating People or Roles using CSV Upload
- Cost Rates - Effective Dates
- Why did Full Time Employee (FTE) Rollups change?
- Placeholder People
- Client ID Management
- Segmentation using Tags
- Tagging's Resourcing Benefits