Knowledge Base

1.1 Logging In & Accessing the Platform

1.2 Understanding Roles & Permissions

1.3 Navigating the Dashboard & Key Tabs - Business Owner& Project Lead

1.3 Navigating the Dashboard & Key Tabs - Team Member

2.1 Creating & Managing Teams

3.1 Understanding the Pipeline Structure

3.1 Reviewing the Business Pipeline Page

3.2 Creating a New Pipeline Entry

3.3 Editing & Managing Pipeline Entries

3.4 Adding Incremental Scope (�Add to Current�)

4.1 Entering the Project Workspace & Completing Project Brief Page (3�4 min)

4.2 Building a Workback Schedule

5.1 Creating an Estimate - Accounts

5.2 Contributing to an Estimate - Shared Services

5.2 Contributing to an Estimate - Shared Services- Add Hard Costs for Shared Services

5.2 Contributing to an Estimate - Shared Services Contributing to an estimate as a creative

5.1.1 Collaborating in Quote Builder - CST Team Members

6.1 Quote Review - Additional Costs

7.1 Requesting Business Approval

7.2 Review and Approve Estimate in Workspace as Business Owner

7.2 Confirming the Project (CRITICAL STEP)

7.2 Confirming the Project (CRITICAL STEP)

8.1 Support & Learning Resources, Submitting Help Ticket