This video will show you how to view a list of the Agency Functional Categories/Roles/Rates (effective dates). Keep in mind that the latest displayed rate for a role will be used for ALL estimates and actuals from that month forward. ...
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Common Agency Questions
INITIAL VS. CURRENT BUDGET
ARMS tracks 2 sets of budget numbers (Initial and Current). Why does ARMS track 2 budgets? The Initial Budget reflects the original or agreed upon budget for the year. Once this amount is agreed upon, we “LOCK” the Initial ...
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Edit Staff
This video will show you the steps to edit an employees name or Employee ID. In addition, this video will show you how to inactivate an employee that is no longer working at the agency. [VIDEO]
https://youtu.be/6NRzEKBNfPk
Edit the Name ...
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Add agency personnel and review assigned roles
This video will show you how to review roles/rate/employees plus steps to add additional new agency personnel into the system. Are all your personnel assigned to the correct role? If not, contact your ARMS administrator. ARMS will multiply the hours ...
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Adding a Project
This video will show you how to Add a new tactic into ARMS (Agency Job Number, Product, Status, Title, Project Owner, Deliverable and optionally the Creative Brief/Project Workplan details). [VIDEO]
https://youtu.be/GOvyd14y2MQ
Add in your ...
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Staffing a Project
This video will show you how to assign staff to the individual tactic with the appropriate Agency personnel or Unassigned (U) person. ARMS automatically creates an Unassigned (U) person for every ...
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