Getting Started

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

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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

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Managing Resources

• Resource Area Overview
• Resource Dashboard
• Adding and Maintaining Resources
• Understanding Labor Rates
• Entering Labor Actuals on Assignment Pages

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Managing Projects

• Project Dashboard
• Project Intake and Initiation
• Adding and Maintaining Projects
• Copying Projects
• Project Demand
• Project Baselines
• Project Events
• Closing Out a Project
• Project Templates

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• Project Detail

  • Project Detail Overview
  • Project Forms Page
  • Project Status Reporting and History
  • Project Financials
  • Project Task Scheduling - Gantt
  • Project Demand - Detail
  • Project Distribution
  • Project Documents
  • Project Discussion
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Managing Assignments

• Assignments Overview
• Labor Assignment Overview
• Allocation Analysis
• Creating & Deleting Labor Assignments
• Resource Requests Overview
• Using Resource Requests
• Copying Assignments
• Viewing Assignment Value Types
• Showing Assignment Page Header Rows
• Setting Labor and Financial Targets
• Filter Assignment Field Lists

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• Managing Assignment Issues

  • Convert Demand or Shortfall to Skill
  • Candidate Resources to Replace Assignment Demand
  • Candidates to Replace Demand Overview
  • Candidate Assignments for Resource Availability
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Portfolio Analytics

• Analysis Area Overview
• Labor and Financial Waterline Pages
• Project Roadmap
• Project Swimlanes
• Pivot Tables
• Ranking and KPI Overview
• Project Ranking
• Project KPIs

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Ranking and KPIs

• Articles coming soon

Financials

• Financial Assignments
• Displaying Labor Cost on Financial Pages
• Enter Financial Actuals on Financial Assignment Pages
• Managing Assets

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Scenarios

• Project Scenario Overview
• Creating and Adding To a Scenario
• Planning in a Scenario
• Creating Larger Scale Scenarios
• Posting a Scenario
• Scenario States and Workflow
• Managing Scenarios 
• Using Scenarios on Waterline Pages

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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 Page
• Time Tracking Overview
• Administering Time Tracking

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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

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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

• Release Notes - Release 9.0
• Upgrading to Version 9