Skip to content
Solutions
Microsoft Azure Partnership
Stakeholder Solutions
Resource Management Software Guide
Resource Capacity Planning
Strategic Resource Allocation
Project Accounting & Financials
The PMO and Resource Management
Agile Resource Planning
Product
Industries
Finance Resource Management Software
Healthcare Project Portfolio Management Software
IT Resource Management Software
Manufacturing Resource Planning System
Medical Device Asset Management
Pharma Portfolio Management
Blog
Company
About Us
Contact Us
Partner with PDWare
Microsoft Azure Partnership
Commitment to Service
Management Team
FAQs
Support
Solutions
Microsoft Azure Partnership
Stakeholder Solutions
Resource Management Software Guide
Resource Capacity Planning
Strategic Resource Allocation
Project Accounting & Financials
The PMO and Resource Management
Agile Resource Planning
Product
Industries
Finance Resource Management Software
Healthcare Project Portfolio Management Software
IT Resource Management Software
Manufacturing Resource Planning System
Medical Device Asset Management
Pharma Portfolio Management
Blog
Company
About Us
Contact Us
Partner with PDWare
Microsoft Azure Partnership
Commitment to Service
Management Team
FAQs
Support
REQUEST PRICING
ResourceFirst 8.5 Knowledge Base
Filter by categories
Clear Results
Administration
Business Analytics Reports
Communications
Financials
Getting Started
Managing Assignments
Managing Projects
Managing Resources
Portfolio Analytics
Release Notes
ResourceFirst FAQs
ResourceFirst Overview
Scenarios
Teams and Agile Planning
Time Tracking
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
Show Remaining Articles ( 10 )
Collapse Articles
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
Show Remaining Articles ( 8 )
Collapse Articles
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
Show Remaining Articles ( 6 )
Collapse Articles
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
Show Remaining Articles ( 10 )
Collapse Articles
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
Show Remaining Articles ( 5 )
Collapse Articles
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
Show Remaining Articles ( 5 )
Collapse Articles
Financials
Financial Assignments
Financial What-If Scenarios
Displaying Labor Cost on Financial Pages
Deleting Financial Assignments
Show Remaining Articles ( 1 )
Collapse Articles
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
Show Remaining Articles ( 6 )
Collapse Articles
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
Show Remaining Articles ( 19 )
Collapse Articles
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
Show Remaining Articles ( 4 )
Collapse Articles
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
Show Remaining Articles ( 8 )
Collapse Articles
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?
Show Remaining Articles ( 10 )
Collapse Articles
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
Show Remaining Articles ( 1 )
Collapse Articles
Popular Articles
Getting Started
Prerequisites for All Users
Getting Started for Resource Managers
ResourceFirst Introduction
Recommended Demand and Capacity Workflow
Newest Articles
Closing Out a Project
Displaying Labor Cost on Financial Pages
Project Workflow
Project Demand - Workspace
Resource Supply-Demand Gap Calculation
Recently Updated Articles
ResourceFirst API: Method for Acquiring Token from SAML Authentication
Using Partitions
Closing Out a Project
Data Entry in ResourceFirst
Recommended Demand and Capacity Workflow
Share this:
Share on Facebook (Opens in new window)
Facebook
Share on X (Opens in new window)
X
Like this:
Like
Loading…
%d
