Create a department

Create departments and attach colleagues to them. A department has a department leader and a department colour in the planning module. Reports and planning can be grouped or filtered per department.

See video: Create a department

Create a project group

Project groups is used for gathering projects or project hierarchies across the system. You can use this if you for example wish to have an overview of projects of a certain type, across customers, project leaders or other dimensions.

See video: Create a project group

Create an activity

This video will show you how to create activities for time registration. Activities is often used for internal registration or for registration on customers and/or project where you want to differ between the type of work. Cost elements with “cost price”, “sales price” and “valid from date” can be attached to activities for invoices and economy reports.

For example, a revision company could divide their activities into bookkeeping for a specific hourly wage and revision for another hourly wage. Then when the monthly invoicing for the customer comes around, you can create invoice lines respectively for bookkeeping and revision. The system will already know the prices. Price regulations are made on attached cost elements and will automatically take over on the selected date.

See video: Create an activity

Create a project

Projects are used for planning, registrations, invoices and economy follow-up. Build project hierarchies with optional depth, by attaching projects to a main project. Use project groups to gather projects and project hierarchies across other dimensions. You can deactivate the project module, if you wish to start up with a simple planning and registering. (It can always be activated in the settings if the need occurs).

See video: Create a project

Create a customer

Create customers to use in customer – and project management, planning, time registration, invoice and reports. You can time register directly for a customer or you can attach projects to customers for further division.

See video: Create a customer