What is the difference between Project Manager and Portfolio Manager roles?
The Portfolio Manager role has a higher level of access including access to contacts’ cost and billable rates and access...
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User / Account Management - FAQs
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Managing Project Membership for Team Members and External Contacts
The Project Membership tab lets you see and manage every project a person belongs to from one place. It is... -
Custom Fields for Team Members, Company Contacts and Companies
Custom Fields are no longer limited to Projects and Tasks. You can now add your own fields to Team Members,...