Cases

Team productivity
When invoicing projects with fixed fees, it is important to know how well the project when comparing to the entered hours. Managers have questions like; &q...
Thu, 15 Oct, 2020 at 7:23 AM
Revenue
Notes Information below is about revenue without the Revenue recognition add-on. Please see the Revenue recognition article for more information about th...
Thu, 15 Oct, 2020 at 7:24 AM
How to: Adjust case completion
In Visma Severa Case completion percentage is calculated with work hours (work hours reported / total work hour estimate). Although other models exist, thi...
Thu, 15 Oct, 2020 at 7:25 AM
How to: Use a case as a template
Content Description Create from existing case Choose template when creating a new case Case details Sales Case members Activities & Phases Res...
Thu, 15 Oct, 2020 at 7:26 AM
Edit case members
It's important to edit Case members before creating phases because the users available of Phase members is limited to selected Case members. Link bet...
Thu, 15 Oct, 2020 at 7:26 AM
How to: Add a phase
In the Activities & Phases section of a case, the root phase is the case itself (as shown in the image below). Phases added to the case must 'belo...
Thu, 15 Oct, 2020 at 7:27 AM
Anatomy of a case
Content Description Create a case Existing case Sharing Details Case status Overview Activities & phases Case members Phases Resource all...
Thu, 15 Oct, 2020 at 7:33 AM
How to: Add a new case
Content Description From top menu From account Description Usually cases are created through the top menu "New". However, it's also p...
Thu, 15 Oct, 2020 at 7:34 AM
Work hour pricing
Content Description Price lists Case pricing Pricing hierarchy Description Work hour pricing is how you determine the rate at which work hours a...
Thu, 15 Oct, 2020 at 7:34 AM
Case overview
Notes Customization of the case Overview applies to all cases across an organization. Administrator access rights may be required to perform some or al...
Thu, 15 Oct, 2020 at 7:36 AM