How-to Videos

Numerous short how-to videos that show you how to accomplish specific tasks are embedded within the product. We will continue to add videos as they are completed.

Videos Related to Activation Screens

• Activation Overview
• Work Breakdown Structure Basics
• Activate Organizations
• Activate Multiple Currencies

Videos Related to Setup Screens

• Setup Overview
• Set Up Hubs
• Import Data
• Set Up Labels and Lists
• Set Up Project Control
• Set Up Time
• Set Up Expense
• Set Up Billing
• Get Started with CRM for Administrators
• Use Hubs for CRM
• Integration with SalesForce

Videos Related to Desktop Application Setup

• Set Up Accounting