Proteus

James Gold

Proteus Guide

Admin Console

Introduction to Proteus - Admin console

Add, Create or Clone an Office and complete or update your office Basic Information and Invoice Settings

Managing Offices

Add, Edit, Deactivate, or Delete Departments/Grades/Disciplines and Complete or update your Average Cost and Actual Cost Rates

Organisation settings

Configure your Timesheet Settings and Add Non-Billable Categories, Codes and Expenses

Timesheets & Expenses settings

Invite, Edit or Deactivate Users and Configure User Roles

User settings

Notifications settings

Configure Company Header and Logo, Change Proteus Email details

Company settings

Configure Database and Document Numbering

References settings

Change the Default Proteus Terminology to suit your Company

Language & Labels settings

Import large amounts of Users and Work Packages

Import data

Finance settings

Setup your billing and licenses so Proteus generates auto-renewal invoices to the right address containing the appropriate company details

Billing & License Settings

Setup your integration with MS365 including enabling file access for users

MS365 Integration settings

Proteus Foundations

Proteus Workflows

Navigating through Proteus

How to activate user account and setup my user profile

Managing your User Profile

Managing Team and Groups Database

Maintain all your client, supplier and other external companies data in one place including addresses and contacts

Managing Companies Database

How to Create Edit or Delete Equipment or Software resources

Managing Assets Database

Setup and maintain client contracts and internal agreed charge out rates using rate tables including terms and conditions

Managing Contracts Database

Create your document templates and define your folder structure for newly created records

Managing Files and structure

How to Add the Proteus Add-in and Insert Tags

Creating a Template in MS Word

Installation Foundations

How to Create, Edit and evaluate an Opportunity and convert to Proposal

Managing an Opportunity

Create, clone and manage a proposal record including work breakdown, organogram, plan, experience and generating documents

Managing a Proposal

How to create a project, initial setup and assigning resources and tracking progress

Managing a Project

Record and submit your billable and non-billable time, expenses and any equipment or software used

Managing Tracking

How to create, edit and manage outgoing purchase orders for external commitments to suppliers including supplier invoice receipts

Managing an Outgoing Purchase Order (OPO)

During your project execution create invoices and manage these with status and record as paid

Managing an Invoice

Create and manage recurring external purchase costs that can be applied to your budget

Managing Recurring Costs

Log Records

Feature Flags Overview

Hide options and privacy

Custom Project Dashboard

Custom Select Rate Table Billing Type(s)

Custom Markup Modes

Custom Branding

Named Rate Tables

Lock ability Companies & Contracts

Custom view Project Controls

Proteus Feature Flags

Proteus Blog

Proteus Features

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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