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Create Agreement Templates for Rapid Agreement creation


We have many clients that have recurring work that is high-volume, low-complexity. As such, setting up the work needs to be as rapid as possible, and making an agreement from scratch is painfully slow and prone to error, even when coming from the quoting process. Having an agreement template th...

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Category: Agreement (15)

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Make the Schedule Board Project-Aware


The Schedule Board, in its current layout, has no way to pivot on projects. For example, if I am a scheduler, and I need to make sure a project is completely staffed and scheduled before I release it to start, while also looking at other concurrent projects to see how staffed they are, there ...

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Category: Project Resource Management (517)

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