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Visual Planning
Getting Started

Articles in this section

Logging In for the First Time
Getting Started
Creating a new Estimate/Opportunity/Pursuit Project
Project Roles and Responsibilities
Guide for Principals
Guide for Project Managers
Guide for Team Members

Getting Started

Swapnil

August 31, 2021 19:34
Updated

Before moving into the details of Visual Planning, we recommend that you follow the steps in these important topics:

Creating a new Project
Project personnel roles and responsibilities
Global Settings

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Guide for Project Managers
Logging In for the First Time
Creating a new Estimate/Opportunity/Pursuit Project
Project Roles and Responsibilities
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