Admin User
Access a series of help articles intended for Touchplan users with "admin" access to their project
By Carly and 4 others5 authors42 articles
- Use the Active Line
- Add, Edit, or Delete Roles
- Add Project Members
- Add, Edit, or Delete a Phase Plan
- Add, Edit, or Delete Variance Reasons
- Add, or Edit Locations
- Add, Edit, or Move a Swim Lane
- Add Clickable Links in Custom Fields
- Enable Quantity Tracking in Custom Fields
- Admin User FAQ
- Glossary Terms for Admin Users
- Attach Images to Touchplan Tickets
- Report Logos
- Promise Work with Next Period
- Lock a Plan
- Set the Plan Milestone Date
- Multi-Select Groups of Tickets
- Multi-Edit
- Use Custom Fields
- Copy and Paste Clipboard
- Custom Role Work Schedule
- Pin History
- Use Snapshots
- Custom Colors
- Project Overview
- Use WBS Sync
- Rally Point Access
- Procore Integration
- Customize Project Work Week
- Video Chat in Touchplan
- Setting up API
- Adding Touchplan Academy Certificate to LinkedIn
- Add Tickets to the Timeline
- Set Default Crew Sizes
- Filter Reports Using WBS Code
- Archive Plan
- Enforce a Custom Field as 'Required' on Touchplan Tickets
- Customize the Week on Timeline Usability Enhancements
- Constraint Notifications
- Reset the Current and Next Period in a Plan
- Copy Plan Between Projects
- Copy Tickets Between Projects