FAQs
Answers to your frequently asked questions.
By Jen and 2 others3 authors36 articles
- How Can I Find All of the Projects I'm Working On?
- How can I find all of the projects I'm leading/I “own”?
- Why are there no ITBs in my Project Inbox?
- What Does “Expired” Mean?
- What does “unmarked” mean?
- What Does “New” Mean on the Project Inbox Page?
- What does “accepted” mean on the Opportunities page?
- How do I add my team to Riffle?
- Why does “pending” (priority) mean?
- What does "expiring soon" mean?
- What’s the “assigned office” on the Project Overview page?
- How do I view project plans?
- What does “high” (priority) mean?
- What does “low” (priority) mean?
- What does “mid” (medium priority) mean?
- What does “none”—or an unscored—priority mean?
- Why am I seeing unassigned projects, or projects without an owner?
- How do I find my ITBs?
- Why are some opportunity workflow fields required?
- Project Inbox (ITBs) vs. Opportunities: what's the difference?
- What is “Advanced Priority Scoring”?
- Why don't some of my projects show up on the calendar?
- What's the difference between “Undecided” projects and accepted ones on the calendar?
- Why can't I drag “Won” or “Lost” projects in Calendar?
- How to add a Contact: Person
- How to add a Contact: Company
- How Do I Create a PO?
- How Do I Customize Cost Groups?
- How Do I Customize Receiving Groups?
- How Do I Update Project Status in WIP Phase?
- What is “Retainage Structure”?
- What is “Billing Structure”?
- How Do I Customize Project Deliverables?
- How Do I Move a Project Into the WIP Phase?
- How Do I Update Project Status in Opportunity Phase?
- How Do I Add and Customize Invoices?