Settings
Setting up and managing settings in Factor.
By Mellissa and 1 other2 authors16 articles
- Getting Started / Firm SetupThis article addresses when your firm begins using Factor, there are several foundational settings to configure before your team can start working.
- How to Configure ListsManaging dropdown lists
- How to Add and Manage UsersThis article covers how to add, invite, modify, and remove users in Factor.
- Setting Up User PermissionsThis article covers how to configure user permissions in Factor.
- How to Set Up Team Cost
- Setting Up Team CapacityTeam Capacity determines how much weekly work each team member can take on, and feeds the utilization dials on the time entry grid and Resource Scheduler.
- Setting Up PTO Types and AllowancesBefore employees can log paid time off, your firm needs to set up PTO types and, for most firms, allowances for each employee.
- Setting Up Firm Dashboard GoalsGoals let you set annual targets for key performance indicators, which then show up on the Firm Dashboard alongside your actual results.
- Setting Up and Using TeamsTeams let you group employees together so you can filter reports, schedules, and time/expense review pages by group instead of picking each person individually.
- Filtering Lists by Custom Project TagsIf your firm has set up custom project tags (SETTINGS > Lists > Custom Project Fields), you can use them to filter many of the pages across Factor that show…
Integrations
Learn about the available integrations and how to connect to them.