Getting Started

• Getting Started
• Prerequisites for All Users
• Getting Started for Resource Managers

ResourceFirst Overview

• ResourceFirst Introduction
• ResourceFirst Navigation
• Setting Global Filters and Date Parameters
• Recommended Demand and Capacity Workflow
• Data Entry in ResourceFirst
• Assign Rights - For Managers
• Data Locking in ResourceFirst
• Export and Import Data
• Glossary of Terms
• Managing Grid Page Layout and Content
• Personal Profile Options
• User Personal Workspace
• User Defined Views

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Managing Resources

• Resource Area Overview
• Managing Capacity
• Viewing Resource Utilization
• Resource Workspace Overview
• Skills Analysis
• Using Resource Requests
• Data Settings - Allocation Options
• Understanding Labor Rates
• Entering and Modifying Labor Actuals
• Adding and Maintaining Resources
• Deleting Resources

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Managing Projects

• Project Intake and Initiation
• Adding and Editing Projects
• Deleting Projects
• Copying Projects
• Project Demand
• Project Baselines
• Project Events
• Using Project Templates
• Closing Out a Project

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• Project Workspace

  • Project Workspace Overview
  • Project Info Page
  • Project Status Reporting
  • Project Financials
  • Project Ranking and Scoring
  • Project Task Scheduling - Gantt
  • Project Demand - Workspace
  • Project Events, Risks and Issues
  • Project Distribution
  • Project Documents
  • Project KPIs
  • Project Discussion
  • Project Workflow
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Managing Assignments

• Assignments and Allocations Overview
• Creating Labor Assignments
• Deleting Labor Assignments
• Filter Labor Assignment Resource Lists by Resource OBS
• Copying Assignments
• Viewing Assignment Value Types
• Showing Assignment Page Header Rows
• Using Picklists

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• Assignments and Allocations

  • Assignments Overview
  • Managing Views and Columns on the Assignments Page

• Managing Assignment Issues

  • Convert Demand to Skill
  • Candidates to Replace Demand
  • Optimization Options

Portfolio Analytics

• PMO Area Overview
• PMO Demand Analysis
• Project Scorecard - KPIs
• Project Roadmap
• Project Swimlanes
• Ranking and Scoring Analysis
• Rollup Pages
• Strategic Alignment and Execution

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Financials

• Financial Assignments
• Financial What-If Scenarios
• Displaying Labor Cost on Financial Pages
• Deleting Financial Assignments

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Scenarios

• Project Scenario Overview
• Creating a Simple Scenario
• Loading and Showing Scenarios
• Planning in a Scenario
• Creating Larger Scale Scenarios
• Posting a Scenario
• Scenario States and Workflow
• Managing Scenarios 
• Analyzing and Using Scenarios

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Teams and Agile Planning

• Managing Teams
• Managing the Agile Backlog
• Managing the Sprint Roadmap

Time Tracking

• Time Tracking Basics
• Manage Time Tracking
• Timesheet Compliance and Status

Administration

• How to Access the Administration Center
• Server Settings and General Defaults
• Administering the OBS
• Administering Lists
• Administering Column Headings
• Administering Views
• Administering Forms
• Setting up Scoring and Ranking Criteria
• Administering Rights and Privileges
• Administering the Rate Table
• Administering Date Periods
• Managing Currencies
• Using the Pulse Engine
• Using Partitions
• Administering Default Timesheet Views
• Exporting and Importing the Database (Old Functionality)
• About ResourceFirst
• Interfaces
• Log Files
• ResourceFirst API: Method for Acquiring Token from SAML Authentication
• License Keys and Codes
• License Keys and Codes - Appended Letters

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Business Analytics Reports

• Introduction to ResourceFirst Reporting
• Qlikview Filtering - How do I modify the criteria?
• Overview Utilization - What is the utilization effectiveness?
• Overview Talent - What is the status of our talent pool?
• Pivot Tables - What data can I export in Excel or XML format to integrate with other applications?
• Alignment - How is the portfolio aligned with the strategic goals and metrics?
• User Defined - Working together to define and build reports and graphs to meet users' specific needs

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• Qlik Performance Reports

  • Qlik Performance Reports
  • Qlik Performance Reports - Home Tab
  • Qlik Performance Reports - Spending vs Schedule
  • Qlik Performance Reports - Performance to Plans
  • Qlik Performance Reports - In Flight Projects
  • Qlik Performance Reports - Financial and FTE Performance
  • Qlik Performance Reports - Performance Issues
  • Qlik Performance Reports - Financial Period Charts
  • Qlik Performance Reports - Status Compliance
  • Qlik Performance Reports - Schedule Performance
  • Qlik Performance Reports - Data Completeness
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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?

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Communications

• Acceptable Use Policy

Release Notes

• ResourceFirst Release 8.5 - Release Notes
• ResourceFirst Release 8.0.7 - Release Notes
• ResourceFirst Release 8 - Release Notes
• ResourceFirst Cumulative Release Notes - 2019

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