Administration

Overview

• What can I see on the Administration Overview tab?

Manage Users

• Manage Users
• Is it possible to import users in bulk?
• Enable the Amplify Support User Account

Site Settings

• How to modify the locale and other site settings
• How to set the time zone for your Amplify instance
• How to set a delete confirmation threshold for tasks
• How to restrict editing of actuals recorded in the past?
• How to show or hide Amplify Index

Classifications

• What are Amplify Classifications? How do I create a classification?
• Initiative Type Classification
• Benefit Type Classification
• Measure Classification
• Cost Category Classification
• What are Shared Team Type Classification configurations?

See all 8 articles

Measurement Units

• How to configure measurement units for benefits and measures?

Custom Fields

• What are Custom Fields?
• How to create custom fields and make them visible to users
• How to set up custom traffic light fields
• Linked Select Fields
• Calculated Fields

Notifications

• Recurring Task Notifications
• How to enable email notifications?

SSRS and Power BI Reports

• How to configure and deploy SSRS reports
• How to make sure Power BI Reports are updated
• How to enable the export function for a custom dashboard

Teams & Roles

• Teams & Roles
• How to create shared teams

Status Thresholds

• How to define status indicators
• How to add tooltips to status indicator fields

Ratings

• RAID Ratings

Amplify License & Status

• Where can I find Amplify License information?
• How can I resolve a persistent recalculation issue?

Workflows

• What are workflows?
• How to create Stage-gate approval workflows
• Configuring Dependency Workflows

Stage-Gate Process Editor

• How to configure and enable Stage-gate processes
• How to link a Stage-gate process to an initiative

Cost Categories

• Cost Groups & Cost Categories
• Cost Categories

Translations

• Translations Setting
• Customising Email Messages
• Working with Translation Strings Having Interpolations
• Adding a Custom Name for Accounting Periods

Resources

• Resources

Logos & User Views

• Logos
• User Views

Firewall & API

• Amplify Reporting API
• Managing the API Firewall
• Setting up API Users

Authentication

• Authentication
• How to enforce two-factor authentication

Other Useful Configurations

• Configuring Single Sign-On on Azure
• Markdown Formatting Cheat Sheet