Approval workflow of timesheet

Approval workflow of timesheet

Approval workflow of timesheet in a few steps: Submit Approve/Reject Lock/Unlock The process of submitting the hours has been explained in details here. After the hours have been submitted, depending on how the project has been set, logged hours can … Continued
Submitting hours on projects

Submitting hours on projects

How to submit hours on projects Every user can submit hours easily, just go to “Timesheet”, from menu, and then on “Submit” tab. The view of the timesheet is per week and you can easily navigate from one week to … Continued
Setup the Project team and the Project role rates

Setup the Project team and the Project role rates

When you create a project (or when you edit one that is created already) you are able to allocate a team to it. More than that, you can add the hourly rated for each role in the project How do … Continued
Relation between resourcing (scheduling) and timesheet

Relation between resourcing (scheduling) and timesheet

The connection between resourcing planner and timesheet When you manage a project, certainly you have a budget agreed and you want to make sure that you have resources to work on it. The next steps should be the resources to … Continued
Gantt view

Gantt view

How to make use of Gantt view Gantt view transforms the life cycle of your project from a plan into a graphical representation. The Gantt view of your projects shows exactly the tasks and productivity of each team member, in the … Continued
Timesheet report

Timesheet report

Timesheet report There are several reports related to timesheet. 1. Timesheet report 2. Projects hours burn 3. Projects allocations vs burn 4. Yearly status 5. Resources utilization 6. Productivity 1. Timesheet report Go to “Reports” from menu. Resourcing tab – … Continued
Allocation on projects, phases or activities

Allocation on projects, phases or activities

Allocate the resources of your company on specific projects, phases or activities.   Go to “Resourcing” from menu. The resourcing planner has two views: People view Project view   You can navigate from a month to another using the “One … Continued
Kanban board

Kanban board

The Kanban board helps you visualize the process steps and the workflow of the project you are working on, making the status visible for the entire team. Horizontally you will see the Story and the sub-tasks (Task, Improvement, Bug) and vertically … Continued
Allocation workflow for project managers

Allocation workflow for project managers

Who can allocate resources on projects?   The persons who have the following access levels: “Project manager”, “Project Director”, “Accounting” and “Administrator” have full right to allocate persons on the projects. For each project it can be set allocation limitations … Continued
Tasks dependencies

Tasks dependencies

How to create task dependencies This feature is useful for managing work that needs to be done in a particular order. The most used dependency relationship is a finish-to-start relationship. Which means the first task must be finished before the … Continued