IMPORTANT The Resources Module contains the main assets that will be used to create your delivery plans. Please, make sure you have at least one of each resource created before creating your delivery plans.

The resources are the main assets necessary to create delivery plans and manage activities. MindPro Deliver has different enrolments to help you with this. Without the need for any other app, you have the ability to create (in this order):

  • Customers: These are the customers you are working for. You can use them as both external customers or internal areas. They will be used to create delivery pans and will be also linked to your accounts, so you can specify different activities or services you provide them with. They are also notified in case of any delivery plan limit is reached. See Smart Notifications for more details.
  • Accounts: Work as cost-centers for your services or activities. They are linked to your customers and are used in the delivery plans to classify the services or activities by type and to separate the total amount of work into different parts (slices).
  • Teams: Here is where you add the people that will execute the planned work. Inside the delivery plan and account, you can assign the work to different teams and control the worklogs in detail as well.

Featured Resources:

Next Step

After you have all the necessary resources above already created, start configuring your delivery plans here