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Support and Resources

Empower your journey with our comprehensive support hub, offering user and video manuals and FAQs designed to resolve queries and enhance your experience with our app.

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User Training and Certification

As an Administrator, you have complete control over the system and can perform a wide range of tasks to manage the app and its users.

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As a Standard User, you have basic access to a range of useful features that can help you manage time and work more efficiently.

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As a Project Manager, you access to assigned projects, including a project team overview, project finances, and project progress.

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As an Employee Manager, you have access to a range of features that enable you to manage all employees within your organization.

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As a Portfolio Manager, you have access to a comprehensive view of all projects and all employees within your portfolio.

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Video Manuals
How to create a new user

How to create a new user

This video manual shows how to create a new user and how to set permission assignments in project management application PROXIUSS PROJECT+.

How to approve time

How to approve time

This video manual shows how to create a new user and how to set permission assignments in project management application PROXIUSS PROJECT+.

Time Tracking

Time Tracking

This video manual shows how to use time tracking in project management application PROXIUSS PROJECT+.

Dashboards

Dashboards

Learn how dashboards look like in Proxiuss Project+.

Personal Resource Planner

Personal Resource Planner

Personal Resource Planner is a tool for employees to plan their time availability.

Phases

Phases

Learn more how to set up phases which split the project into many steps before creating the tasks in project management application PROXIUSS PROJECT+.

Task Assignment

Task Assignment

How to assign a task to the employee in project management application PROXIUSS PROJECT+.

Reports

Reports

Learn more how to use reports in project management application PROXIUSS PROJECT+.

Main Task

Main Task

How to create main task in project management application PROXIUSS PROJECT+.

Subtask

Subtask

Learn how to create subtask in project management application PROXIUSS PROJECT+.

Project

Project

How to start a new project in project management application PROXIUSS PROJECT+.

Resource Planner

Resource Planner

Learn how to use resource planner. Resource Planning is a crucial process for managers, that involves assigning tasks to team members based on their capacity, skill sets, and suitability for the job at hand for twelve weeks ahead.

User Manual

Access essential insights at your fingertips by downloading our user manual in PDF format. This guide will illuminate the diverse features and settings of our application, ensuring a seamless and intuitive user experience.

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Frequently Asked Questions
General
How do I log in to PROXIUSS PROJECT+?

To log in to PROXIUSS PROJECT+, you need a valid Salesforce account with an active subscription to PROXIUSS PROJECT+. Simply enter your Salesforce credentials on the PROXIUSS PROJECT+ login page and click ‘Log In’. Ensure you have a stable internet connection for a smooth login experience​.

What user roles and levels are available in PROXIUSS PROJECT+?

PROXIUSS PROJECT+ has various user roles such as Employee, Project Manager, and Admin, each with different access levels and permissions. The application allows customization of these roles to meet specific needs of your project team.

How can I create a new project in PROXIUSS PROJECT+?

To create a new project, navigate to the Projects tab and click on ‘New Project’. Fill in the necessary project details and save. You can also create a new project when creating a new project task via the Project Task tab.

How do I track time in PROXIUSS PROJECT+?

To track time, click on the Time Tracking tab. Select the appropriate period for time tracking and add your projects and tasks. Fill in the number of working hours for each task and save your entries. Once done, submit your tracked hours to your manager for approval​.

How do I manage resource planning in PROXIUSS PROJECT+?

Use the Resource Planning Scheduler to visualize and manage resource allocation. Project managers can adjust anticipated hours for each employee, ensuring optimal workforce utilization. This helps in making informed decisions and successful project execution.

What is the purpose of the Acceptance Protocol and Activity Report?

The Acceptance Protocol is used to confirm the completion of work milestones, while the Activity Report verifies work on a time and material basis within agreed timeframes. Both serve as confirmations within the project workflow.

How can I generate and share reports in PROXIUSS PROJECT+?

To generate a report, go to the Reports tab and click on ‘New Report’. Choose the desired fields and save the report. To share a report, use the Collaboration function or create a new folder to save and share the reports with specific users or groups within your organization​.

How can I determine if the project is on track? If it isn't, how can I identify the issues?

To determine if a project is on track, you can use several indicators within PROXIUSS PROJECT+:

  • Project Health Indicator: This colored bar represents the overall health of the project.
  • Delivery Index: Automatically calculated based on the Completion Rate and Hours Spent %. An index of 100% indicates the project is on schedule. Below 100% means behind schedule, and above 100% means ahead of schedule.
  • Timeline Index: Calculated as the ratio between the Completion Rate and Time Elapsed. An index of 100% means the project is on schedule.

If the project is not on track, review the following areas to identify issues:

  • Completion Rate: Compare the estimated completion rate with the actual completion rate.
  • Resource Allocation: Check the Resource Planner to ensure resources are appropriately allocated.
  • Reported Hours: Verify if the hours reported align with the project progress.
  • Project Tasks and Milestones: Review tasks and milestones for any delays or bottlenecks.

These tools help you monitor the project’s progress and identify any discrepancies to address issues promptly

What should I do if I encounter issues or need support?

If you encounter any issues, refer to the troubleshooting section of the user manual or contact the PROXIUSS PROJECT+ helpdesk at support(at)proxiuss.com. For additional guidance, you can visit the FAQ section on the PROXIUSS website​.

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