Administration

User Management

• Creating & Updating User Profiles
• User Security Roles
• Resource Plan Bulk Upload
• Setting Resource Divisions, Department and Teams
• Utilization Types

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• Placeholder Management
• Inviting Team Members
• Team Sign Up
• Security Events
• Managing User Role Groups
• Deactivate a User Account

Project Settings

• Project Terminology Setup
• Configuring Project Types, Activities, Categories, and Funding Sources
• Portfolio & SubPortfolio Configuration
• Tiers & Business Drivers Configuration
• Impact, Probability & Risk Rating Configuration

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• Setting Up Project Templates
• Project Dashboard Configuration
• Project Status Report Configuration
• How to Create a Project Template from a Project
• Create a Project Status Change Approval Workflow

System Settings

• General Settings
• Fluid Feature Guide
• Reporting Templates
• Scheduled Reports

Catalogs

• Introduction to Catalogs
• Setting up Catalogs
• Make Catalogs Available for Use
• Catalog Workspace

Financial Administration

• Project Details Upload
• Currency & Rates Management
• Rate Card Management
• Expense Type Management

Data Administration

• Metadata Management
• Setting up Custom Properties
• Using Custom Properties
• Conditional Custom Properties
• Setting up Custom Property Shared lists

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• How to Convert Custom Property Values to Shared Lists
• Global Themes
• Meeting Setup Page

Notifications

• Fluid Email Notifications: What Can Be Turned On, Off, or Configured
• Email Notification Types

Integrations

• How to Configure Webhooks to Fluid Boards Integration
• Configuring a Global Shared Secret for DevOps or Jira Integration Authentication
• IP Address Restriction for Enterprise Customers

Setting Up a New Instance

• Recommend Enterprise Security Settings

Data Migration

• How to Copy Data Between Sites

FAQ

• What impact does renaming the 'Fluid Tenant Name' field in 'General Settings' have?
• What does the 'Metadata Only' toggle do when creating a Catalog?
• How do I create a sub-portfolio?
• How do I create and edit Portfolios?
• How to Create Project Executives and Allocate them to a Project