15 docs tagged with "getting-started"

Sign up for Kazinex, complete your profile, and activate your free trial.

Connect Report Forge to OptiPlan schedules, SQL Server databases, Excel files, and SharePoint lists as reporting data sources.

A guide to choosing the right Kazinex product and setting up your account for the first time.

A guided walkthrough of the Kazinex Workflows interface — navigation sidebar, header, tabs, panels, and key interaction patterns.

Configure in-app and email notification settings in Planner to stay informed about project activity at the right frequency.

Five-step path for contributors in Report Forge — accept project access, find your edition, enter data, attach evidence, and submit for review.

A role-specific 5-step path for document controllers to get a Kazinex Workflows project ready for use — from first login to issuing the first transmittal.

Five-step path for reviewers in Report Forge — find your edition, open the review panel, raise comments, approve or request changes.

Analyze your schedule's health using Kazinex's 30+ automated governance checks.

Configure your personal display, timezone, default views, date format, and language preferences in Planner.

A walkthrough of the Kazinex dashboard — subscription status, quick actions, and resources.

A step-by-step tutorial to import your first Primavera P6 or Microsoft Project file into Kazinex.

An overview of Kazinex Planner and what you can do with it.

Recent updates, feature additions, and improvements to the Kazinex Workflows product.

Upload a schedule, explore the dashboard, and view your first quality score in under 15 minutes.