FAQs
How to Access Historic Status Reports on Fluid
Question: Where are historic status reports stored on Fluid, and how do you access or view previous status reports? Currently, only the three most rec...
How often does the Governance refresh; is there a daily job?
Q: How often does the Governance refresh; is there a daily job? A: Yes. The governance assessments refresh daily. However, you can use the manual re...
If I close a financial period halfway through the month and timesheets have not yet been submitted for the whole month, will those timesheets submitted after fall into the next month/period?
Q: If I close a financial period/month halfway through, e.g. 15th of the month, and timesheets have not yet been submitted for the whole month, will ...
Why am I not seeing all of my resources on my dashboard?
Q: Why am I not seeing all of my resources on my dashboard? A: By default the dashboard lists only resources with capacity and hides those who do no...
Why can I not see my images/logos on my Word/Powerpoint export?
Q: Why can I not see my images/logos on my Word/Powerpoint export? A: This is most likely due to the file type that your image is saved as. Fluid re...
How do I assign delivery teams as placeholders to projects?
Q: I have created 'delivery teams' in Fluid and need to add a team member to an upcoming project, however I'm not yet sure who this will be specifica...
Why am I getting the warning 'The allocation plan cannot be saved due to an over allocation of the resources listed below'?
Q: Why am I getting the warning message 'The allocation plan cannot be saved due to an over allocation of the resources listed below' ? A: This is ...
I have created an MS Project template for a project plan template; do I have to use the excel format?
Q: I have created an MS Project template for a project plan template; do I have to use the excel format? A: Currently, yes you do have to use the ex...
How do I create a dashboard view of all of my projects in a specific program, including the program container?
Q : How do I create a watchlist view of all of my projects under one specific Program, which includes the Program container too? A: You can create a...
How do I see a complete list of all projects in Fluid?
Q: How do I see a complete list of all projects in Fluid? A: You can do this by going to the project dashboard, loading either using the 'Project De...
Adding Custom Properties to Schedule Tasks
Question: Is it possible to add custom fields to tasks in the schedule view? Answer: You can add custom fields to tasks by creating schedule custom ...
How to Create Project Executives and Allocate them to a Project
The Executive role is managed by the user administrator in the form of a custom property. This custom property is one that has been added to the user ...
How do I assign delivery teams as placeholders to projects?
Question: I have created 'delivery teams' in Fluid and need to add a team member to an upcoming project, however I'm not yet sure who this will be s...
How do I set up timesheets so more hours can be booked than the amount that is set for a 'working day'?
Question: How do I set up timesheets so more hours can be booked than the amount that is set for a 'working day'? Answer: On the timesheet config p...
Resolving Duplicate Rows When Bulk Uploading a Schedule Plan
Question: Why does my bulk upload create duplicate rows for each item in the Fluid Gantt? Answer: Duplicate rows occur because the schedule file be...
How to Grant Editing Access to a Status Report
Question : How can I add someone to have editing access to the status report in Fluid? Answer : To grant editing access to a status report, you need t...
How to add sessions to a Fluid meeting
Adding new sessions to a meeting series is very easy, you can either add the new session from the meeting dashboard page or from the mention session p...
How to add custom properties to Status Reports
User roles: ✔ Application Administrator In this article you will learn how to add fields/custom properties to project status reports. Note that you n...
How to send a calendar invite from a meeting session?
After creating a meeting session in Fluid you can send a calendar invitation to all the session attendees directly from Fluid. Navigate to the meeting...
How to reinstate archived projects using bulk edit
Question: How do I reinstate an archived project in Fluid? Answer: You can use the bulk edit feature to reinstate an archived project by following t...
How to add/edit/rename a project portfolio
User roles: ✔ Project Administrator ✔ Application Administrator In this article you will learn how to edit/rename the project portfolio name and updat...