1. Account Set-Up

Account Settings

Go to Account Settings to manage, enable or create:

  • Features - Workdays, workday length, time tracking, and custom IDs
  • Display - Currency, numbers, dates, and account time zone
  • Projects - Attributes, % complete calculation, and status + health
    Recommended: Attributes are criteria used to sort, filter, report, or otherwise characterize projects (see highlighted columns below):
  • Resources - Attributes (see highlighted columns below)
  • Work Items - Attributes (see highlighted columns below)


2. Import Data Into Roadmap

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