Designer Workbook

Welcome to fp!  This workbook is broken up into 2 parts.  Part 1 will introduce you to the fundamentals you need to get started.  Part 2 contains links to documents and videos that are more specific to your role and should provide you with basic training.  If you don't find what you are looking for please visit the fp. Library.

fp. Library

Part 1:  Getting started

Part 1:  Getting started

1.1 Accessing Function Point -Minimum Browser & System Requirements

In order for Function Point to run on your machine you will need to make sure you have the correct browser and application.  Your FP system is browser and operating system agnostic.  However, we cannot support more than 2 versions back of any browser. Please keep your preferred browser up to date for the best user experience with the product.

1.2 Logging into Function Point for the first time

Once you have confirmed that you have the correct browser and system requirements you are now ready to log in.  Here we have provided both a short video as well as a document that will give you a couple of pointers.  Your company will also have a custom link that you will want to bookmark.  Ask your fp. Prime (those members of your team with access to the ADMIN area) for more details.

How to Login - Video

1.3 Your Dashboard (Home Screen)

After logging into fp. you will be dropped into the dashboard view.  Here are a handful of articles that will explain a bit more about your Dashboard, and steps on how you can customize it.

Filtering Job & Task Information on Your Dashboard

Customizing Your Dashboard

1.4 Submitting a Timesheet

One of the most important activities you will do in fp. on a daily basis is submitting your time-sheets.  Here is a short video on how you can quickly add time against jobs you are working on or tasks that have been assigned.

How to Track Time - Video

1.5 Navigation Basics

Once you feel confident adding time-sheets in fp, you are now ready to add, and search for information.  In this video you will learn how easy it is to navigate through the system.

Navigation Basics - Video

Part 2:  Basic Training

Now that you have completed Part 1 of this workbook, you are now ready to learn more about using the tool.  Please note that every agency is unique, so you may be required to do additional activities.  If this is the case please check out our fp. Library that houses documentation, videos, and best practices on all aspects of the system.

2.1 Communicating with your team about a job (notes)

Once a job is added into your system, you will want to make sure that all of the communication you have had with clients or prospects is recorded your system.  In Function Point all communication gets recorded as a Note. Below you will find links to documents that review how to add notes, find notes and connect emails to notes, in the system.

Adding Notes

Finding & Editing Notes

Connect Your Company, Contact & Job Related Emails into the Notes Areas

2.2 Adding a file to a job

In your role, you may also be asked with uploading or editing files on Job Details pages.

Adding Files

Adding a Job Image

2.3 Searching for jobs

On a daily basis you need access to the most up to date information about the status of your jobs, tasks, or projects.  Every module that runs along the main navigation bar has a Find, View and Add option.  To pull custom reports you can select the "Find" option and then use the available fields to refine your search.  To learn more please have a look at the Find Routines document.

Find Routines

2.4 Learning more

This chapter on being in a Designer type role, r has included a few more articles to help increase your know-how. And do let us know if you get stuck:


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