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Knowledge base
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
Change Language Preference
Admin Guide
Users Management
11
Invite User & Manage Permissions
Resource Working Calendar
Generic (Virtual) Resource
Resource Skillset, Resource Roles
Update User Details
View all 11
Project Administration
3
Show Deleted Projects
Delete project permanently
Change Project Owner
Resource Skillset, Roles Management
2
Resource Skillset, Resource Roles - Getting Started
Define Resource Skillset & Resource Roles
Organization Settings
8
Account Configuration
Email Settings
Calendar Settings
Timesheet Settings
Time-off Settings
View all 8
Customization
6
Customize ZilicusPM for you!
Add/Delete custom Fields for Project Details
Add/Delete custom Fields for Task
Add/Delete custom Fields for Issues
Add/Delete custom Fields for Risks
View all 6
Project Management
12
Project Management : Getting Started
Create Project
Project Status
Manage Project - Edit / Delete
View Project Activities Log
View all 12
Release Notes
ZilicusPM-2015
6
ZilicusPM 10.0
ZilicusPM 10.1
ZilicusPM 10.2
ZilicusPM 11.0
ZilicusPM 11.1
View all 6
2016
1
ZilicusPM 13.0
2017
3
ZilicusPM 14.1 : Enhancement to Timesheet Reports, Gantt Chart, Custom Fields, Document Links
ZilicusPM 14.2: Enhancement to Meeting Manager, Bulk Timesheet Approval
ZilicusPM 14.3: Meeting Manager, Project Listing and UI Enhancements
Best Practices of using ZilicusPM
Best Practices
4
Kick-off ZilicusPM: Introducing Online Project Management Software to Your Team
4 Tips for New Teams to Successfully Embrace Project Management Software - ZilicusPM
ZilicusPM: Get Started Guide for Project Managers
ZilicusPM Rulebook - Set Guidelines for Your Team To Use Project Management Software
Video Guide
ZilicusPM Video Guide
1
ZilicusPM How To Videos
General Guide
Project Management
1
Project Management in Nutshell (Using ZilicusPM to Manage Projects)
Help Desk Software
by Freshdesk