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+.
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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.
GET TRAINEDAs a Standard User, you have basic access to a range of useful features that can help you manage time and work more efficiently.
GET TRAINEDAs a Project Manager, you access to assigned projects, including a project team overview, project finances, and project progress.
GET TRAINEDAs an Employee Manager, you have access to a range of features that enable you to manage all employees within your organization.
GET TRAINEDAs a Portfolio Manager, you have access to a comprehensive view of all projects and all employees within your portfolio.
GET TRAINEDThis video manual shows how to create a new user and how to set permission assignments in project management application PROXIUSS PROJECT+.
This video manual shows how to create a new user and how to set permission assignments in project management application PROXIUSS PROJECT+.
This video manual shows how to use time tracking in project management application PROXIUSS PROJECT+.
Personal Resource Planner is a tool for employees to plan their time availability.
Learn more how to set up phases which split the project into many steps before creating the tasks in project management application PROXIUSS PROJECT+.
How to assign a task to the employee in project management application PROXIUSS PROJECT+.
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.
DOWNLOADTo 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.
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.
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.
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.
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.
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.
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.
To determine if a project is on track, you can use several indicators within PROXIUSS PROJECT+:
If the project is not on track, review the following areas to identify issues:
These tools help you monitor the project’s progress and identify any discrepancies to address issues promptly
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.