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Rocketlane Product Training

1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane

2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide

31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane

18. General - Rocketlane Integrations and Configuration Guide

On this page

Integrating Systems with Rocketlane Step 1 Setting Up Zapier Integration Step 2 Configuring Workato and Salesforce Integrations Step 3 Connecting Salesforce with Rocketlane Step 4 Utilizing Rocketlane Managed Package Step 5 Integrating with HubSpot Step 6 Setting Up Jira Integration Step 7 Managing Operations and Financial Settings Step 8 Configuring Timesheet Approvals Step 9 Defining Project Time Tracking Step 10 Customizing Time Logging and Resource Management Step 11 Enabling Soft Allocations Step 12 Configuring Time Allocation Preferences Step 13 Setting Effort Planning Levels Step 14 Managing Financial Settings Step 15 Configuring Budget Alerts Step 16 Revenue Recognition Settings Step 17 Time and Material Projects Revenue Recognition Step 18 Subscription Revenue Recognition and Currency Management Step 19 Adding and Converting Currencies Step 20 Understanding Currency Exchange Rates Step 21 Rate Card Management Step 22 Setting Enterprise Rate Cards Step 23 Configuring User and Currency Rates Step 24 Billing and Invoicing Configuration Step 25 Invoice Customization Step 26 Invoicing Approval and Scheduling Step 27 Expense Management Step 28 Expense Tracking and Approval Step 29 Sprint and Field Configuration Step 30 Creating Custom Project Fields Step 31 Task Field Implementation Step 32 Team Member Field Utilization Step 33 Region-Based Reporting Step 34 Time Entry Field Management Step 35 Expense and Account Field Configuration Step 36 Customer Team Member Attributes Step 37 Skill Field Integration Step 38 Setting Skill Levels Step 39 Role-Based Skill Application Step 40 Resource Management by Skill