User's guide
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User's guide

Contents

  • General information
  • Contracts
    • Who Uses This
    • Contract Lifecycle
    • Contract Types
    • Recurring Items
    • Grade Rates
    • Billing Period & Invoice Generation
    • Common Setups
    • Billing Tools
    • Generate PDF from Contract
    • Quotations Integration
    • Why Use Contracts
  • Offers
    • Offers Module
    • Creating a New Offer
    • Project Phases
    • Offer Items
    • Subcontracting Costs
    • Working Hours for Implementation
    • Site
    • Quotation Lifecycle
    • Generating and Printing Offers
    • Functions Menu
  • Project management
    • Projects
  • Project Milestones
  • Employee
    • Tasks
    • Time tracking
  • Task management
    • Task Creation and Assignment
    • Create task using Calendar
    • Create task using Table
    • Create task using KANBAN
    • Create task using GANTT and Table
    • Create task using KANBAN and Table
  • Tasks listing
  • Non-Billable Tasks
  • Task Merge Operations
  • Automatic Task Creation from Templates
  • Tasks Import Tools
  • Time Tracking
    • Time Tracking Module
    • Track Time from Task List or Task View
    • Constraints for Time Tracking
    • FAQ
  • Timesheets
  • Project Resource Forecast
  • Project Links
  • Reports
    • PM Indexes
    • Staff utilization
    • Task violation report
    • Time tracking per employee
    • Time tracking per employee and category
  • Dashboard
    • Summary
    • WBS
    • Budget External
    • Budget Internal
  • Integrations
    • Import MS Project plan
  • Project performance tracker
  • Weekly Time Tracking Report
  • Birthday Email Automation
  • Settings and Configurations
  • Financial Management and Project Costing System











/ Project Management /