How to create a new Section?

You can directly create a section using the “sidebar menu” and following the given steps.

1. In the sidebar menu select the space name in which you want to create the section.
2. Click on Space name or the little dropdown icon beside it
3. Click on 'New Section/Project'.

   

4. A new window will open in which you have to write the name of the section and then click 'Create New Section'.

   

5. After the above process you can select the resources for this section.

   

6. Click 'Next' button.
7. A new page will open in which you can add the statuses as per your project requirements.

   

Note: If you cancel the current dialogue box the Section will still be created using default statuses.

Creating a Section using a template

1. Select the 'Space' in the sidebar menu in which you want to create a New Section.
2. Click on the Vertical ellipsis ( ⋮ ) beside the selected Space name.

   

3. Select the Create Section from Templates option.
4. A window containing templates will open up from which you can select the required template by clicking on Choose button below it.

   

5. After that, you can rename it and click on Create Section button.

   

6. You will get a similar prompt as above to assign resources. After selecting changes you can update the changes.

Only Admin and an Account with manager privilege can edit them by default.

How to edit a Section?

1. Select the Space name which contains the section that you want to edit in the sidebar menu.
2. Click on the Vertical ellipsis ( ⋮ ) beside the section name.

   

3. Select the Edit option.

   

4. Now you can edit the section name or its description by editing the name of the section and clicking the Update section button to save changes.
5. Click on the Go to Manage Statuses button to add or remove statuses as discussed above.
6. Click on "Next" button to edit the section budget or some other parameters like the budget, resources required etc.

   

7. In case you are done with the changes select Save button. If you want to edit the resource billing click on the Open Resource Billing button and follow the steps after point 4 given here.

The admin and manager accounts along with any resource account which has been given the permissions can close the section.

How to close the section/project?

1. Select the workspace and space under which your project is located.
2. Click on the Vertical ellipsis ( ⋮ ) icon beside the project/section name that you want to close.

   

3. In the dropdown menu appeared select Close Section option which will open up a popup warning you about not being able to add or remove the tasks.

   

4. If there are some incomplete tasks in this section you will be given a warning if you still want to move forward. Select "Yes" and your section will be closed.

   

Note: All the incomplete tasks if present, will automatically be marked complete if you close the section.

The admin and manager accounts along with any resource who is assigned to a particular section can use it.

How to use a section collaboration?

1. Select and open a section in the workspace in which you want to collaborate./li>
2. At the top of the window, you will find an icon. Click it and it will open the collaboration window.

   

3. This collaboration window contains the name of all the members of that section in one side.

   

4. You can communicate your plans individually by selecting the individual and messaging it or you can have a public discussion with the team.

Only Admin and account with manager privileges can delete a section by default. You can change them in Settings

How to delete a section?

It is very easy to delete a section if your project is complete or you simply want to free some of your resources. Just follow these simple steps -

1. Click the Vertical ellipsis ( ⋮ ) beside the section name in the sidebar menu which you want to delete.

   

2. Select the Delete icon.
3. Click Yes on the confirmation prompt.

Moving Section

By default only users with the manager role and the administrators are allowed to move sections.

1. Click on Vertical Ellipse Button on section want to move.
2. Select Move Section option from list in the menu.

   

3. Select Workspace, Section from list to move section and Click On Move Section.

   

How to Duplicate Section?

By default only users with the manager role and the administrators are allowed to move sections.

1. Click on Vertical Ellipse Button on section want to move.
2. Select Duplicate Section option from list in the menu.

   

3. Copy the section with with resources or without resources to complete the process.

   

How to assign resources to section?

By default only users with the manager role and the administrators are allowed to move sections.

1. Click on Vertical Ellipse Button on section want to move.
2. Select Assign Resources option from list in the menu.

   

3. Step 1 in UI is filled automatically . In Step 2, User can invite members via email or load emails using csv file. In Step 3, we can add or remove resources

   

   

Who can assign teams?

By default only the admin and account with the manager privilege can assign teams.

How to assign Teams in a section?

1. Click the Vertical ellipsis ( ⋮ ) beside the section name in the sidebar menu in which you want to add teams.

   

2. Select the Assign Teams icon.
3. You will get the list of all the teams available for that particular section.

   

4. Click on the Team name to assign it to the current section.

Note: Check whether you've allocated the team to the current Space if you can't see the team lists.

Section approver is a user account which reviews the work, resolves issues if any and then changes the status of Task to "Approved".

In this product you can have 2 approval levels. Primary approval is granted at Level 1 and secondary approval at Level 2.

Who can assign task approvers?

By default only the admin and account with the manager privilege can assign task approvers.

Approver can be any type of PerXL account.

How to assign task approvers?

1. Click the Vertical ellipsis ( ⋮ ) beside the section name in the sidebar menu in which you want to assign task approvers.

   

2. Select the Assign Task Approver icon.
3. To designate someone an account approver, select the "Is an approver?" checkbox next to their name and give them an approver level.

   

4. Click on Save Changes button.

Only the admin and an account with manager privileges are allowed to add custom fields by default.

How to add Custom fields?

In the sidebar menu click on the Vertical ellipsis ( ⋮ ) beside the section name in which you want to create a custom field.

1. Click on the Workspace settings icon at the bottom left of the screen.

   

2. Select the Add Custom fields option
3. A pop-up window will appear in which you can create a New field.
4. Select any field type from the options in the dropdown menu like - Date, Email, Checkbox, Money, etc. and select Add button after that.

   

Who can add automations?

By default only the admin and account with the manager privilege can add automations.

How to add automations?

1. Click the Vertical ellipsis ( ⋮ ) beside the section name in the sidebar menu in which you want to add automations.

   

2. Select the Add Automation icon.

3. Provide a clear name for your automation rule and an optional description to help your team understand its purpose.

   You can use the "Build With AI" button to quickly generate a rule based on natural language prompts.

   Define the trigger conditions that will activate the automation, such as Task created with conditions like : the user in the Created By fieldor specific field updates.

   

4. Click the green Create button at the bottom right to activate your rule.

How to view Resources?

1. Click on vertical ellipse of section to open menu.
2. Select on the View Resources option from the menu.

   

3. User can check resources that are added to this section.

   

How to manage resource incharges?

1. Click on vertical ellipse of section to open menu.
2. Select on the Manage Resource Incharges option from the menu.

   

3. User can select existing resource or invite incharges via email.

   

How to create new change request?

1. Click on vertical ellipse of section to open menu.
2. Select on the Create New Change Request option from the menu.

   

3. User can submit a request for modifications to project timelines, resource allocation etc.. Complete the form and upload revised SRS and SOW documents to submit change request.

   

   

How to view section overview?

1. Click on vertical ellipse of section to open menu.
2. Select on the Section Overview option from the menu.

   

3. User can view Basic Info, Timeline & Check Section Logs from sidebar.

   

Users can change status of section with below options

1. Close
2. Pause
3. Complete
4. Cancel
5. Active
6. Under Review

How to change status of section?

1. Click on vertical ellipse of section to open menu.
2. Hover on the Change Status option from the menu.

   

3. Select any option from list of options and provide the reason.