Projects
Learn how to view, create, import, and manage projects in RequiDex.
By Austin1 author10 articles
- Managing Public and Custom Bank HolidaysWhere hirers view regional public holiday dates and add, edit, or exclude custom bank holidays for projects
- Troubleshooting ProjectsCommon project setup, permission, import, cost code, agency, rate, and configuration issues
- Reviewing the Projects ListHow to use the projects table, understand visible columns, set a default project, and request or remove access
- Project Agencies, Rates, and ConfigHow project agency configuration, rates, uplifts, auto-assign, competency overrides, timesheet adjustment, WRA, and shift pattern settings work
- Projects OverviewWhat projects are, how they control downstream setup, and which users can work with them
- Notes, Log, and Audit Trail on ProjectsHow project notes and project activity history are used
- Managing Project Users and AccessHow project user roles, agency project restrictions, assignment, removal, approval limits, access requests, and project visibility work
- Importing and Exporting ProjectsHow project import, project export, and cost code export work, including spreadsheet limits and validation
- Creating and Updating ProjectsHow project creation and core project amendments work, including required fields, single-site setup, finance inheritance, and downstream updates
- Cost Codes on ProjectsHow project cost codes are listed, added, imported, exported, activated, deactivated, and deleted