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Knowledge Base

Knowledge Base

Getting Started
  • Introduction

  • Add a new Resource (People)

  • Create new teams
  • The Planstreet Client Experience
  •  
  • New Client Walkthrough
  • Edit Profile

Agile Projects

  • Introduction

  • Create a new agile project

  • Backlog

  • Create a new Sprint

  • Create User Stories
  • List View

  • Backlog

  • Create a new Sprint

  • Timeline

  • Dashboard

  • Resource rate

  • Project detail

  • Import User Stories/Tasks

My Street

  • Introduction
  • My Tasks- Team member tasks
  • Worklog- Time Tracking
  • My Schedule- Personal calendar
  • Require Attention- Tasks
  • My Approvals- Tasks and expenses
  •  
  • Dashboard- Team member

Street Center

  • Sprint Board

  • Team Filter

  • Views- Timeline, Sprint Board

  • Documents

  •  
  • Scheduler

Traditional Projects

  • Introduction

  • Create a new traditional project

  • Project planning

  • Create a new task

  • Create a new phase

  • Create a new milestone

  • Dates, duration and work

  • Predecessors- Task dependencies

  • Roll ups and columns

  •  
  • Timeline- Gantt Chart

  • Resource rate

  • Dashboard

  • Import Tasks

Street Financials

  • Budget
  • Cost
    • Forecast Cost
    • Actual Cost
  • Revenue
    • Forecast Revenue
    • Actual Revenue
  •  
  • Import/Export Financials

My Schedule

  • Add new appointment/event

  • View tasks and appointments

     

  • Filters

  • Time zones

  • Views- month/week/day

Documents

  • Create new folders

  • Upload new documents

  • Share with others

  • Rename and delete
  • Move the documents to a folder
  • Shared with me

  • Select Projects and Tasks

Street Portfolio

  • Portfolio Timeline

  • Project Health

  • Project Budget

  • My Portfolio

  • Resource Allocation

Street Portfolio

  • System Configuration

  • Project Management

     

  • Resource Management

  • Task Management

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