A comprehensive guidebook for Product Champions
Here you can find comprehensive tutorials helping you in the configuration of the platform and understanding the workflow.
- Lesson 18 - Different budget models, use-cases, and how to mirror them in Primetric
- From trial to demo call. From demo call to getting most out of Primetric.
- Short video introduction to the Primetric [video tutorial]
- Getting started! Implementation phase
- Lesson 1 - Setting up basic Organization's information
- Lesson 2 - Adding Managers and Employees to Primetric
- Lesson 3 - Roles and accesses in the Primetric
- Lesson 4 - Integration installation
- Lesson 5 - Introduction to the Manager access
- Lesson 6 - Configuring team members information
- Lesson 7 - Adding a new project and quick Project Page overview
- Lesson 8 - Project estimations and roles
- Lesson 9 - Capacity & Utilization - how are they calculated in Primetric? How utilization can be set-up in Primetric?
- Lesson 10 - Assignment types and assigning people to the project
- Lesson 11 - Finance access in the manager role
- Lesson 12 - Project Planning tab with finance access enabled
- Lesson 13 - Reporting vacancies in the project
- Lesson 14 - Project budget overview & budget planning
- Lesson 15 - Not Settled Budget state
- Lesson 16 - Project budget settlement
- Lesson 17 - Unsettling costs and incomes in the Project Budget
- Lesson 19 - Organization overheads
- Lesson 20 - Dashboard and Custom Report creation and configuration