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  • Projects
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Documentation

Tutorials and guide to get started with the platform

Projects

Understand project lifecycle, statuses, and how projects relate to plans and credits.

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Plans

Learn how plan records progress from creation to finalisation and how segmentation fits into the workflow.

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Exporting Plans

How to export plans, manage extra components, and understand the Review Components workflow.

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Clients

How clients relate to projects and plans, and how to keep work organised per customer.

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Pricing Configuration

Understand default, account-level, and project-specific pricing overrides.

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