• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team is generating
• Introducing the Planned vs. Actual Report (New)
• Project WIP… Read More
• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team is generating
• Introducing the Planned vs. Actual Report (New)
• Project WIP Report
• Introducing the Missing Time Report (New)
Presenter: Mahlon Duke (Product Manager)
Host: Matty Sayer (Product Marketing Manager)
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…