Getting to know this area

Settings

Learn more about Sensei IQ settings (docs.sensei.cloud)

Managing users and security roles/permissions

Overview: Managing users and security permissions (01:48)

Managing users (04:03)

Managing permissions (06:29)

Create and maintain resources (07:00)

Associate External Resource to Named Resources (02:15)

Bulk edit resources (02:03)

Create and maintain resource rates (03:48)

Downloadable Job Aid (5-min read)

Downloadable Job Aid (Extended))

Classifying types of work and maintaining templates

Overview: Classify project work and maintain calendars (02:07)

Maintain project types, financial categories and enterprise calendars (04:27)

Overview: Creating and maintaining calendars (01:23)

Create and maintain enterprise calendars (03:53)

Create and maintain resource calendars (02:06)

Downloadable Job Aid (5-min read)

Downloadable Job Aid (Extended))

Maintaining the system and configuration settings

Overview: Maintain system settings (07:51)

Maintain system settings (04:53)

Set-up timesheets (05:50)

Work with timesheet periods (04:30)

Define non-project time (03:31)

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