Knowledge base

Resourcing (1)

Resource Planner (11)

• Resource Planner Overview
• Resource Planner Filter Settings
• Resource Planner Views

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Dashboard Management (1)

Dashboard (5)

• Dashboard Navigation
• Dashboard Widgets
• Creating a New Dashboard

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Project Management (4)

Projects/Briefs (14)

• Getting Started: Creating a Project/Brief
• Project Overview
• Updating a Project or Brief

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Project Estimates (3)

• Resource Estimates Settings
• Adding Estimates to a Brief
• Resource Estimates Overview

Task Management (8)

• Adding Tasks to a Project
• Completing Task Details
• Task Dependencies

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Project Modules (8)

• Project Modules
• Info Module
• Forms Module

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Admin Tools (6)

Security Manager (1)

• Password Setup Options

Templates (5)

• Templates
• Template Modules
• Creating Project Phases in Screendragon Templates

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Estimate Manager (1)

• Creating OOP Categories in Fixed Estimates

Administrator Tools Overview (9)

• Administrator Tools Overview
• Alert Manager
• Application Manager

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Form Builder (8)

• Form Builder Overview
• Creating a New Form
• Cloning a Workflow Form

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Workflows (11)

• What is a Workflow?
• Completing an Action in a Workflow
• Workflow Actions Panel

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Files (1)

Files (11)

• Files Overview
• Using Workboxes in Screendragon
• Creating a New Workbox

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Library (1)

Library Structure (6)

• Library Application – Features Overview
• Adding Files and Links to the Library
• Library File Actions

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Reports (3)

Reporting (3)

• Reporting Overview
• My Reports
• My Queued Reports

Export Reports (5)

• Using Export Reports
• Creating Export Reports
• Filtering and Sorting in the Export Builder

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Report Builder (6)

• Report Builder: Step 1
• Report Builder Step 2
• Report Builder Step 3

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Overview (1)

Quick Start Guide (1)

• Getting Started with Screendragon: System Overview

People (1)

Users (1)

• People or Teams

Videos (1)

Videos (22)

• Video Submitting a Timesheet
• Video: Approving a Timesheet
• Video: Adding Estimates to a Project

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