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4 docs tagged with "how-to"

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Create a Budget

Learn how to create a CapEx, OpEx, or Service Revenue budget for a project in Compass.

Importing Tasks

How to bulk-import Task Catalog Items into a catalog or tasks directly into a project using the Excel import template in Compass.

Submit COMPASS Requests

Learn how to submit COMPASS change requests, bug reports, and work requests through the customer portal.

Task Validation Playbook

A step-by-step playbook for verifying that tasks generated from a Task Catalog are complete, correct, and ready for a live project.