Vertabase Learning Center

Adding Users

This video covers how to add users and resources.

• See video Adding Users [3 min, 9 sec]
• Read How To Add Users

Managing Timesheets

This video covers how to manage the timesheets of any Vertabase user. It shows how to add, edit and delete timesheets, and complete timesheet periods.

See video [3 min, 5 sec]

Adding Users to Tasks

This video covers how to add users (resources) to tasks. It also demonstrates using resource availability, the user calendar and assigning (allocating) work to users.

• See video Adding Users to Tasks [3 min, 10 sec]
• Read How To Add Users (Resources) to Tasks

How should I use the Project Members list?

This video covers best practices for using the Project Members list.

• See video How should I use the Project Members list? [1 min, 25 sec]
• Read How To Use the Project Members list

Adding people to and removing them from Projects

This video covers adding people to and removing them from projects. It also briefly covers resource availability and searching for users.

• See video [4 min, 9 sec]
• Read How to add and remove people from Projects

How is Resource Availability calculated?

This video covers understanding how resource availability is calculated.

See video [7 min, 45 sec]

Offices

This video covers how to configure and use the Office field.

See video [2 min, 52 sec]

Main Settings

This video covers how to configure administration options on the Main Settings page. Specifically it looks at default work hours, company wide vacations, email notification control, project numbers, fixed expenses, daily task list, issue numbering and viewing disabled users.

See video [16 min, 19 sec]

User Licenses

This video covers how to manage and use user licenses.

See video [3 min, 41 sec]

Job Functions and Skills

This video covers how to configure and use the Job Functions and Skills fields.

See video [2 min, 54 sec]