Track only what you need, make good decision-making easy, and use reports for strategic adjustment.
Time tracking
Your Resourcing Administrator sets how you track time in Resource Management; you'll use one of the following ways:
1/2 day tracking: Designed for t...
If your account uses itemized time tracking, day view allows you to track time for m
All licensed users can submit time for approval.
Set up an internal project to see your team’s vacation time taken versus how much time off they're allowed to take.
Tracking non-billable hours lets you record hours without an impact on the fee budget.
Suggested hours on timesheets show your team their budget of time for the week
You can track time for all licensed users on your account.
In Resource Management, you can track time in three different ways. Each option offers different levels of flexibility and detail.
Choosing the best method to track time in Resource Management helps get the most out of your projects and provides the reporting detail y
Expense tracking
Reporting expenses helps budget and track project-related hard costs.
You can submit expenses at any time, though you may want to follow your organization's schedule (daily, weekly, biweekly, etc).
Determining bill rates
When you set your bill rates, consider the following:
Cost of work: This includes staff salaries and benefits, as well as ov...
Resource Management captures rates and budgets to provide a tool for measuring how billable hours map to project budgets.
In Account Settings, create roles and disciplines. Then set up the bill rate matrix used each time a new project is created....