How to update your Credit Card
If your credit card is expiring or you would like to change the card being billed, you can update or change your credit card information in a few easy steps. To update your credit card from the ...
How to Automate Date Forecasting and Task Dependencies
SiteFusion has tools which allow you to automatically forecast dates and allow tasks to start based on the completion of predecessor tasks. So if task “A” was estimated for 5 days, ...
How to use ‘Custom Details’
The ‘Custom Details’ tab is a list of custom field which all users can complete. All system users can complete the fields. Any information about a ‘Location’ can be ...
Create a new project
In this video, we take you step-by-step to create a new project, explaining the some of the features of SiteFusion which help you do this.
Create a New Invoice
In this video we show you how to create a new invoice. You will see how to add the customer, assign a project, account, and term to the invoice, then save the invoice.
Update Error
Problem: If you encounter an error updating SiteFusion on your computer, or are notified of an update every time you launch it even though you already performed an update. Solution: In this ...
Changing your password
Changing your password is very simple with SiteFusion. Just follow the steps below and you will have a new password in no time.
Project Group
A ‘Project Group’ is a group of projects which have the same customer (if applicable) and the same tasks.