| Projects Module Introduction | Document |
| Teams | Document |
| Convert Deal to Project | Link |
| Create New Project From Email | Document |
| Resource Plan (Description and Use of View) | Document |
| Import Projects From Microsoft Excel | Link |
| Workflow (Tutorial Video) | Link |
| Notification About Upcoming Project Deadline | Document |
| Notify Team About Items Related to Project or Deal | Document |
| Default Workflow Settings: Project – Reclamation | Link |
| Default Workflow Settings: Project – Internal Project | Link |
| Default Workflow Settings: Project – Commission | Link |
