People

2.5 Team Member – View Visible Projects/ Portfolios/ Programs
1. Team Member –  View Visible Projects/ Portfolios/ Programs 1. Within ‘People’, scroll to the ‘Company Resources’ section and click the ‘Name’ of the ...
Fri, 7 Aug, 2026 at 2:21 PM
3.0 Navigate to Team Management
1. Navigate to Team Management 1. Once redirected to the ‘People’ page, scroll to the ‘Team Management’ section then click the ‘Edit’ button.   2. To ...
Fri, 7 Aug, 2026 at 1:52 PM
4.1 Navigate to Resource Utilisation
1. Navigate to Resource Utilisation 1. Within ‘People’, click on the ‘Resource Utilisation’ button as shown below. 2. You can change the display o...
Fri, 7 Aug, 2026 at 1:53 PM
4.2 Export Company Members
1. Export Company Members Note: This is only available for users with Admin access. 1. Within ‘People’, click the ‘Members CSV Export’ button as sho...
Fri, 7 Aug, 2026 at 1:54 PM
4.3 Import Company Members
1. Import Company Members Note: This is only available for users with Admin access. 1. Within ‘People’, click the ‘Import Members’ button as shown b...
Fri, 7 Aug, 2026 at 5:07 PM