In-app Help

Rediflow includes a Help page in the top bar. Topics are grouped by view with short, practical descriptions.

Accessing Help

Click Help in the top navigation. You’ll see all topics with brief guidance.

Help index

Commissioning first project — Correct order: single org at depth 4, two employee groups, feature flags
Initial data entry after deployment — Minimal path: one org, one project, What/Why/How/Verify. See Initial data entry.

Home — Overview and getting started
Projects — Project list, create, clone, lifecycle
Recurring services — Recurring service instances
Demand — Monthly PMs across projects, chart
Upcoming — Upcoming milestones and deliverables, chart
People — Persons by org, capacity, by project
My allocations — Your rolling 12 months: capacity and allocations per project and role (requires signed-in user with linked Person)
How to add persons and assign to projects — Add persons, set capacity, assign to project and role, allocation percent
Ensure no under- or over-allocation — Check allocation in your organisation or projects

Settings — Hub and overview
Feature flags — Enable or disable People, Share, Demand deviation. See Feature flags.
Authentik and project visibility — OIDC config, visibility groups, org-scoped and assignment-only access. See Authentik setup.
Calendars — Country holidays and org non-working days (child orgs inherit from ancestors)
User preferences — Default org, language
Move persons to another organisation — Mass-move org periods
Settings audit log — System-wide change history
Registration and license — Optional registration; no or expired license does not restrict use. See Registration and license.

Project → Settings — Duration, dates, Project Owner Organisation (POO), data quality check
Project → WPs — Work packages
Project → WBS — Work breakdown structure
Project → WPs+Tasks — Tasks, begin/end month, awarded person-months
Project → Milestones — Due month
Project → Deliverables — Due month, types
Project → Capacity demand — Project plan (PROJPLAN), Estimated (EST), Actual, chart
Project → Team — Assignments and allocations
Project → Role demand — Plan by role
Project → Roles capacity — Demand vs allocated by role
Project → Role descriptions — Project Owner Organisation (POO) role per task
Project → Audit log — Project change history

Data quality monitoring — Running checks, monitoring
How to fix data quality errors — Where to edit to clear errors. See Fix data quality errors.