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Knowledge Base

For Fundamentals & Professional Editions

  • User Guides 12 Articles

    • Cross Project View
    • Project Timelines View
    • Creating a Project or Template
    • My Assignments
    • Timecard (Cloud Coach Professional)
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  • Cloud Coach Professional Tier 12 Articles

    • Timecard (Cloud Coach Professional)
    • Configure External Project View List Tab (Cloud Coach Professional)
    • Configure External Project View Details (Cloud Coach Professional)
    • Configure Timecard Time Entry (Cloud Coach Professional)
    • Configure Timecard Project Assistant (Cloud Coach Professional)
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  • Administration 27 Articles

    • Auto Creating Projects
    • Configuring the Side Panel
    • Configuring New Task Creation
    • Add Create Project Button to Opportunities
    • Configuring New Project Creation Page
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  • FAQ 9 Articles

    • Disable API Restrictions
    • Why use Phases?
    • Adding Phases to Existing Projects
    • How is task order determined?
    • Can I automate project health updates?
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  • How to Submit a Support Ticket
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