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All posts by admin
Protected: Setting up Approval process
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Protected: How we calculate billability of project time-entries?
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Project Analytics & tracking progress using estimations
Project Analytics: When you and your team start tracking time for projects and jobs, you’ll be able to track progress on each project using project analytics. To view project analytics, open projects form and then open tab: “Project Analytics” Below are the parameters we track: Total Time: Total Time tracked on this project. This is […]
Copy Templates
You can quick create projects, jobs, contracts etc by cloning exiting records. This can be done by using Zap Copy Record App. Please note that Zap Copy Record is a separate application and not part of Zap PSA. Below are the steps to enable cloning for Zap PSA related entities: Step 1: Have Zap Copy […]
Timesheet Module: Points to Note
1) Time can be tracked against Cases as well as projects. 2) Business process flow for timesheet module: Basic process flow: – Admin/ Manager creates projects & jobs – Users can enter daily/weekly/monthly time-logs – Admin/Manager having “impersonation” permission can also add time-logs for other users – Admin/Manager can approve the time-entries (multiple approaches) – […]
Setting up “Charge Types” and “Charge Rates”
“Charge Types” is master data. To create “Charge Rates”, you will first need to create “Charge Types”. Please note that in present release only “Charge Type” is relevant. When we release labor calculation functionality in future…only then “Charge Rates” will be used. Below are few examples of “Charge Types”: Charge Types: Onsite Support Remote Support […]
Billing for Labor (Time Entry Billability)
Lets first understand billing process at high level: (how we convert time to money) Step 1: Creating Time-Entries: Users (support agents) track labor as time-entries against Case. The selected “Charge Type” helps in calculation of extended price. (In future the time-entries could also be linked to a Contract – which would provide you with multiple […]
Protected: Points to note regarding Case Time Tracking
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Understanding new components added by PSA solution in reference to Case Time Entry
Below are the various components added by Zap PSA solution in reference to Case Time Entry Module: Global Track Time Panel Tab: Zap PSA – Added to Case & Case for Interactive Experience Forms This has Timer Web Resource & new field “Contract”. Tab: Time Entry – Added to Case & Case for Interactive Experience […]
