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This article shows how to access the ResourceFirst Administration Center.
This article explores the Server Settings menu, which includes general system defaults, timesheet settings, color thresholds, report settings, and more.
This article shows how to create, edit, and maintain the Resource, Project, and Cost Center OBS (Organizational Breakdown Structure) nodes.
Lists are preconfigured dropdown fields which can be customized in ResourceFirst. This article shows you how.
This article shows how to edit Column Headings (field definitions) and update User Defined Fields in the ResourceFirst Administration Center.
This article shows how to add and maintain Views in the Administration area. Views appear as spreadsheet-type grids in ResourceFirst.
This article shows how to create and maintain Project Forms via the Administration Center. The forms can include basic project information, as well as data related to status, schedule and budget.
This article explains how to define scoring and ranking criteria in the Administration Center. This criteria is used when ranking projects against others in the portfolio.
This article shows how to set alternate default node views.
This article shows how to define, edit, and duplicate user rights in ResourceFirst.
This article explains how to export the ResourceFirst database as a .PDWX file for import to other databases.
This article show how to edit the Rates Matrix in ResourceFirst.
This article shows how to define multiple currencies and set the default currency.
This article explains how to set up date periods in administration.
This article shows how to use the Pulse Engine, a powerful SQL-driven business rules and notification engine.
This article shows how to use Partitions to segment and share content with groups of users in ResourceFirst.
This article explains how to identify the current installed version of ResourceFirst and how to check current license information.
This article explains how to set up interfaces to enable integration of ResourceFirst with other systems.
This article explains how to find, view and export log files in ResourceFirst.
This article shows how to view and update the PDWare License Key and Codes in the Portfolio Desktop application.
In this document we use the software program curl to initiate a SAML session and end with a ResourceFirst API access_token. Similar tools such as PostMan can substitute for curl.
