Proteus

How to activate your user account and setup user profile

Managing your User Profile

How to manage your Team members profiles including actual cost and expected weekly hours as well as how to create a Group.

Managing Team and Group Database

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

Managing Companies Database

Managing Assets Database

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

Managing Contracts Database

Recurring Costs

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

Managing Files and structure

How to open the Proteus Add-in and explaining each document block

MS Word Add-in setup

Recurring Record Actions

When using the Proteus for Word Add-in the first step is to create a template that uses the styling you require for your documents going forward

Creating a template in MS Word

James Gold

Nick Nooren

Foundations and Databases

Proteus Blog

Proteus Features

Find answers and get help from Intercom Support and Community Experts

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