Fluid.Work Support

System Settings 2

• General Settings
• Scheduled Reports

Data Administration Settings 4

• Custom Properties
• Global Themes
• Meeting Setup Page
• Metadata Management

User Management Settings 5

• User Management
• User Administration: Security Roles
• Inviting Team Members
• Team Sign Up
• User Licenses

Financial Administration 7

• Project Details Upload
• Resource Plan Bulk Upload
• Currency & Rates Management
• Rate Card Management
• Expense Type Management

View all 7

Project Settings 6

• Activity Setup
• Project Type Management
• Portfolio Management
• Methodologies, Phases and Tasks
• Configure Project Dashboards

View all 6

Timesheet Administration 1

• Timesheets: Missing Timesheet

Integrations 5

• Setup SCIM Identity Syncronization (Azure AD)
• Fluid SSO – Azure AD
• Creating a Personal Access Token
• Create a list of Fluid Projects in SharePoint as an Excel file using Power Apps
• Import users from Azure AD using SCIM

Setting up a new instance 1

• Recommend Enterprise Security Settings

FAQ 3

• How to add/edit/rename a project portfolio
• How to add custom properties to Status Reports
• How to create project executives and set them to a project