Documentation
ResourceFirst documentation Version 9
Guides and reference for ResourceFirst version 9 — resources, projects, assignments, scenarios, time tracking, financials and administration.
Getting Started
ResourceFirst Overview
- ResourceFirst Introduction
- ResourceFirst User Interface
- Data Entry in ResourceFirst
- Data Display on Grid Pages
- Setting Data Load Parameters
- Dashboards and Widgets
- Recommended Demand and Capacity Workflow
- Administration For Node Managers
- Data Locking in ResourceFirst
- Export and Import Data
- Glossary of Terms
- Personal Profile Options
- Default User Home Page
- User Defined Views
- User Options
- Grid Page Filtering
- Column Controls
- Common Page Controls
Managing Resources
Managing Projects
Managing Assignments
Portfolio Analytics
Financials
Scenarios
Teams and Agile Planning
Time Tracking
Administration
- How to Access the Administration Center
- Creating and Maintaining Users
- Administration Settings
- Administering the OBS
- Administering Lists
- Administering Fields
- Administering Views
- Administering Forms
- Administering the Rate Table
- Administering Date Periods
- Managing Currencies
- Administering Ranking Fields
- Using the Pulse Engine
- Using Partitions
- About Page – System Version and License Key Parameters
- Interfaces
- ResourceFirst API: Method for Acquiring Token from SAML Authentication
- License Key Parameters
- Administering Dashboards and Widgets
- How To Administer User Rights
- Introduction to User Rights
- Administering User Rights
ResourceFirst FAQs
- Can I do team-based planning in ResourceFirst?
- Do Resource Requests notify the Resource Manager?
- How are the Project KPI indicator colors determined?
- How can I toggle between recently used pages?
- How do I manage Agile projects in ResourceFirst?
- How frequently and when are ResourceFirst Dashboards updated?
- How Should Resource Overhead and Non-Project Work Be Tracked?
- Should I Track and Plan Effort in FTEs or Hours?
- To What Granularity Should Skills Be Tracked?
- What Are Some Guidelines for Setting Up the Resource OBS and Project OBS?
- What are the various User Rights allowed when editing rights?
- What is Overhead data and where does it come from?
- Why Am I Not Seeing the Correct Data on the Forecast Tab?