Projects

Forecasting of project financials
In addition to previous functionality covering fees on the project being used for Billing and Other expenses forecast, now we are using resourcing to get a...
Tue, 13 Oct, 2020 at 11:39 AM
Fixed fee pricing
Managers need to know how well do they succeed in setting prices for fixed-price projects. This is why when invoicing projects with fixed fees, it is impor...
Tue, 13 Oct, 2020 at 11:39 AM
Project overview
In Project overview you can easily view all your open projects in either list or Gantt view and add new ones. Project Gantt lists projects and phases on a ...
Tue, 13 Oct, 2020 at 11:40 AM
Project card
The project card is divided into five tabs: Sales: Sales process related information and activities of the case Project plan: Project phases, work hours...
Tue, 13 Oct, 2020 at 11:41 AM
Project plan
When you access project plan tab you can see a breakdown of project hours and productivity: Hours entered and their status when work hour approval is in ...
Tue, 13 Oct, 2020 at 11:42 AM
Project collaboration
If you have separate activities that take some time to complete, and go through different statuses, we recommend you to use the project tasks. These can be...
Tue, 13 Oct, 2020 at 11:42 AM
Project financials
Project financials tab is where you set prices and add fees and costs to projects. You can also forecast financial data like billing and other costs either...
Tue, 13 Oct, 2020 at 11:42 AM
Project settings
In Project settings tab you can view and edit general and billing information related to your project. You can also set what work types and products can be...
Tue, 13 Oct, 2020 at 11:43 AM
Using project templates
If your projects are similarly structured you should consider creating project templates that you can use when creating new projects. You can either use an...
Tue, 13 Oct, 2020 at 11:43 AM
Recurring fees
Recurring billing (included in Premium and Enterprise packages) is a convenient way to ensure that repeat charges become billable on schedule. For example,...
Tue, 13 Oct, 2020 at 11:43 AM