When you open TPG CoReAdmin, the General tab is opened by default. All functions are on the General tab.

For each administrative category, there is an extra view:

Users is grayed out in the image above as it is the active view after opening TPG CoReAdmin.

Users: User management and general permissions

Settings: Change of settings like the histogram colors in TPG PortfolioManager, the timeline start, or check-in settings.  

Resources: Adding/Editing resources and their properties

Lookup Tables: Definition of lookup values for custom fields

Custom Fields: Definition of custom fields for portfolios, projects, tasks, resources and assignments

Currencies: Listing currencies that can be used for projects and portfolios, definition of exchange rates

Calendars: Definition of calendars taking into account holidays and daily working hours

Teams: Assembling teams of resources, assignment of team roles to users, defining membership periods

Portfolios: Creating portfolios from projects and resources

➤ In some views, there is no Save button. In these views, input data are saved automatically.
If you do not want to keep the last changes, click the Undo button below the table.