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Category: Module 2: PSA Timesheet
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 […]
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) – […]
Configuring App Sitemap and Quick Create
Configuring Projects & Jobs
Managing Projects: Projects are useful for grouping and categorizing time entries that belong to the same type of work. Projects make it easier to analyze data, generate more useful reports, and see where and how you spend time. Each project belongs to some Customer (Account/Contact). For tracking internal company projects, you could create a dummy […]
Timesheet Management – Business Process Flow
Below shows the business process flow diagram for timesheet management: Project Time-Entries 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) – Admin can then export all […]
