All Projects

List of all Projects in system

Projects > All Projects

Projects > All Projects

All Tasks 

View all tasks in kanban board format

Tasks > All Tasks

Tasks > All Tasks

Apply for Leave

Submit leave application

Capture Leave

Capture

Approve Expenses

Approve expenses booked to your projects

Approvals > Expense Approvals

Approvals

Approve Leave

Approve leave applications from your team

Approvals > Leave Approvals

Approvals

Approve Time

Approve time booked to your projects

Approvals > Timesheet Approvals

Approvals

Billing Table Setup

View/edit billing rates

⚙️ > Billing Tables

⚙️ > Billing Tables

Capture Expenses

Submit an expense claim or capture a supplier bill

Capture > Personal Expenses

Capture > Project Expenses

Capture

Capture Time

Fill in your timesheet

Capture > Timesheets

Capture

Client Profitability Insights

Dashboard of profitability by client

Intelligence > Financial > Clients

Insight > Client Profitability

Company Settings

General Account settings. 

⚙️ > Company Settings

⚙️ > Company Settings

Contacts

View/edit clients, suppliers and peer contact details

Contacts

Contacts

Cost Explorer

View time and costs across all projects for a specific period

Projects > Cost Explorer

Insight > Time & Expense Explorer

Cost Rate History

View/edit monthly historic cost rates for all employees

Financials > Cost Rates History

Financials > Cost Rate History

Cost vs Utilisation Insights

Dashboard showing the amount of project time for each resource vs their cost

Intelligence > Time > Cost vs Utilisation

Insight > Cost vs Utilisation

Employee Setup

View/edit employee details and permissions

⚙️ > Employees

⚙️ > Employees

Expense Explorer

View all submitted expenses

Capture > Expenses > Submitted Claims

Insight > Time & Expense Explorer

Expense Type Setup

View/edit expense types allowed in expense claims

⚙️ > Expense Types

⚙️ > Expense Types

Exports

Export invoices, timesheets, expenses, reports etc

Projects > Reports & Exports

Projects > Exports

Fee Backlog Report

Identify unbilled fees, time and expenses

Intelligence > Financial > Backlog

Insight > Fee Backlog

Financial Forecast

View/edit future billing across all projects, compare to actual billing and targets

Projects > Income Forecast

Insight > Financial Forecast

Freeform Reporting

Report of Freeform data, compliance, checklists etc

Projects > Freeforms

Projects > Freeforms

Future Utilisation Insight

Understand future workloads  per employee

Intelligence > Time > Future Utilisation

Insight > Future Utilisation

Historic Utilisation Insights

Dashboard of project vs non project time across employees and teams

Intelligence > Time > Historic Utilisation

Insight > Historic Utilisation

Import from Xero

Import invoices, bills and bank transactions from Xero

Financials > Import Invoices & Expenses

Financials > Import from Xero

Income Targets

Set monthly targets for billing

Financials > Targets

Financials > Income Targets

Individual Time & Expense Analysis

View historic time, expense and future workloads for yourself

Intelligence > Time > Employee Time

Insight > Individual Time & Expense

Job Category Setup

Approve time booked to your projects

⚙️ > Job Categories

⚙️ > Job Categories

Leave Calendar

View approved and requested leave for all employees

Intelligence > Leave Status 

Insight > Leave Calendar

Monthly Invoicing

Generate Invoices, View expenses, post to Xero

Financials > Monthly Accounts

Projects > Project Invoicing

Financials > Invoicing & Expenses

Non-project time Setup

View/edit overhead time categories

⚙️ > Non-project Time

⚙️ > Non-project Time

Overdue Invoices

View unpaid invoices

Financials > Overdue Invoices

Insight > Overdue Invoices

Pipeline

Manage leads and opportunities 

Project > Pipeline

Project > Pipeline

Project Actuals Insights

View actual time, expense and income between two dates across all projects

Projects > Project Actuals

Insight > Project Actuals

Project Profitability Insights

Dashboard of profitability by project

Intelligence > Financial > Projects

Insight > Project Profitability

Task Scheduler

Schedule start and end dates for tasks and see employee/project rollups

Tasks > Task Scheduler

Tasks > Task Scheduler

Templates

Manage Project, Proposal, Invoice, Freeform templates

⚙️ > Templates

⚙️ > Templates

Timesheet Status Report

View submitted and missing timesheets per employee

Approvals > Missing & Unapproved Time

Insight > Timesheet Status

Weekly Planner

Schedule out short term project workloads amongst team

Projects > Weekly Planner

Projects > Weekly Planner

Work in Progress / Project Progress

View current cost vs budget and current invoicing vs fee - and any ‘work in progress’ across all projects

Projects > Project Progress

Insight > Work in Progress