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 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.

   

5. In case you want to delete any fields there will be a small Bin icon present in all the custom fields clicking it will delete that field.

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 teams and set Section approvers?

By default only the admin and account with the manager privilege can assign teams and set Section approvers

Approver can be any type of PerXL account.

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 Team 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.

How to Assign Approvers?

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

   

2. Select the Assign 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 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.

Only Admin and account set up with privileges can view or edit the section budget. You can change the account permissions in Settings.

How to view the Section Wise Budget

1. Click on the Section budget icon at the top of the application's main page.

   

2. A "Section wise Budget" window will appear containing the required details of all the sections' budget.
3. You can scroll the list and view your required project budget details.

   

Section Budget - Resource Billing Rate

The "Section Budget - Resource Billing Rate" feature is essential for managing the project resources. The success of any project relies heavily on the resources working on it and its imortant to ensure that their compensation is balanced, taking into account both the profitability and the expertise and well-being of the resources.

This window provides the option to set up resource billing rates and specify when payments need to be made. By defining billing rates the organizations can accurately track project costs, ensure fair compensation for resources' work, and maintain profitability.

Editing the Resource Billing Rate

1. Open the section wise budget list page by following the method used above
2. Scroll down to find the project name for which you want to view the resources or set up the billing rate.
3. Click on the three-dot icon next to the project name.
4. From the options that appear, select the View Resources icon. A new popup will open up.

   

5. In the new window, you will see a list of resources along with their billing rates. Here, you have the option to edit the billing rates and specify the date from which they will be applied.

   

6. After making all the necessary changes, scroll to the bottom of the list and click on the Save button to save changes. This will ensure that the updated values are applied and reflected in the system.

   

Creating new "Change request"

By default only users with the manager role and the administrators are allowed to create new requests. However, other roles can be customized according to the user's requirements

1. Open the section wise budget list page by following the method used above.
2. Scroll down to find the project name for which you want to create a change request.
3. Scroll down to find the project name for which you want to create a change request.
4. From the options that appear, select the Create Change Request icon. A new popup will open up.

   

Note: The Change requests can only be created if the "Open change request" value is No meaning that there are no previous pending requests for the current proje

5. In the new window popup, fill out the fields in which you want to request a change. You can also add the description if needed. Once you have filled out the values, click on the Submit Request button.



6. After submission, the request will be sent for approval to all the approvers assigned to this section.

Approving/Viewing the "Change requests"

By default only users with the manager role, the administrator(s) and the section approvers allowed to view or approve the requests.

1. Open the section wise budget list page by following the method used above.
2. Scroll down to find the project name for which you want to view the change request.
3. Click on the three-dot icon next to the project name.

   

4. From the options that appear, select the Show Change Request icon. A new popup will open up.
5. Under the "Current Change Request" header, you will see a statement asking for approval, indicating who requested the change, and specifying what kind of change(s) is requested

   

6. Additionaly, you will find other statistics such as previous change requests, section performance, resources' performance for the last three months, their workload, etc. These statistics provide valueable information to make an informed decision regarding the changes requested.
7. Click on "Approve" or "Reject" according to decision made.