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User Guide
Task Management
28
Create Task | Add Task | Add Recurring Task
Copy Paste Tasks
Create Milestone
Task Estimation Types
Update Task/ Milestone:
View all 28
Budgeting, Cost Management and Billing
4
Project Budget and Billing Option
Track Project Financials
Project Cost Report
Tracking Estimated Cost, Actual Cost at Task Level
Portfolio Management
4
Project Portfolio Management in ZilicusPM
Create Portfolio of Projects
Portfolio Dashboard
View List of Portfolio
Meeting Manager
2
Create Meeting
Create Minutes of Meeting (MoM), Action Items
Risk Management
8
Submit Risk
Update Risk details
Add files to Risk
Risk Review & Risk Response
Risk Report
View all 8
Issue Management
9
Create & Submit Issue
Update Issue/ Bug
Add files to issue
Issue Status & Workflow
Re-assign issue/ bug
View all 9
Timesheet Management
15
Getting Started with Timesheet Management
Add Timesheet Entry
Track Remaining Hours for an Assigned Task
Copy Timesheet Entries from Previous Week
Save Timesheet Entries
View all 15
Expenses Management
8
Add New Expenses Sheet
View Expenses for submitted entries
View Expenses for approved entries
Export Expenses Report as PDF
View Expenses for Rejected entries
View all 8
Document Management
11
Create Web-Folders
Upload Project Files
Google Documents
Create document Versions
Add Labels to project file
View all 11
Resource Management
7
Resource Working Calendar
Generic (Virtual) Resource
Resource Skillset, Resource Roles
Add/Remove Task Resources
Resource Load Report
View all 7
Reports & Dashboard
27
Project Portfolio Status
Project Variance Report
Resource Load Report
Resource Capacity Planning
Timesheet Summary Report
View all 27
Project Collaboration
4
Discussion Board - Getting Started
Start a new discussion
Project Team Calendar
Customer Collaboration - Working With External Users
Project Configuration
2
Manage Project Groups
Add Group Members
Leave/ Time-off Management
2
Apply for Leave
Review Leave Application
Miscellaneous
2
Change Password/ Reset Password | Forgot Password
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