Projects
Manage clients, projects, team assignments, tasks, budgets, and billing schedules.Clients
A person or organization using your services. All projects are tied to a client.
Client Roles
A role defining billing terms for work performed for a specific client.
Projects
A scope of work for a client. Contains the top-level information for a project.
Project Members
A team member assigned to a project.
Project Roles
A role on a project used to group rates and billability settings.
Project Tasks
A work item or activity that helps complete a project.
Project Expenses
Scheduled project expenses outside a member’s expense reports.
Project Other Items
Scheduled miscellaneous items to bill to a project.
Project Invoice Milestones
Scheduled invoicing for a fixed fee project.
Project Revenue Recognition Entries
Scheduled recognition of payments for fixed-fee projects.
Project Health Reports
A scorecard for a project’s health across budget, schedule, and satisfaction.
Project Groups
A collection of related projects under a client.
Project Budget Expenses
The budget for an expense category on a project.
Project Budget Other Items
The budget for a miscellaneous invoice item on a project.
Project Monthly Budget Expenses
The monthly budget for an expense category on a project.
Project Monthly Budget Other Items
The monthly budget for a miscellaneous invoice item on a project.
Time
Track time logged by members against projects and time off types.Time Entries
A record of time logged by a member against a project or time off type.
Timesheets
A submitted period of time entries for a member, typically representing a week or split-week.
Pipeline
Manage your sales pipeline, including companies and opportunities.Companies
An organization with which you have a history of communication or business.
Contacts
A person associated with a client, company, or opportunity in your workspace.
Opportunities
A potential business deal within a company with associated revenue and sales details.
Expenses
Track and manage expense reports and individual expense items for reimbursement or project billing.Expense Reports
A container for expense items, grouping expenses for a specific purpose.
Expense Items
A purchased product or service recorded for reimbursement or project billing.
Resourcing
Plan and manage resource allocations for members and placeholders across projects.Allocations
A resource allocation for a member or placeholder.
Billing
Manage invoices, credit notes, and payments for client billing.Invoices
A document sent to request payment for goods or services.
Credit Notes
A document issued to reduce the amount owed by a client on a previous invoice.
Payments
A client’s payment towards one or more invoices.
Workspace
Workspace-level settings and configuration, including multi-currency exchange rates.Exchange Rates
The exchange rates for the workspace’s currencies.
Members
Manage workspace members and their availability, cost rates, and utilization targets.Members
A person that belongs to your workspace.
Availability Periods
A period defining a member’s expected working hours.
Cost Periods
A period defining the per-hour labor and overhead costs for a member.
Utilization Target Periods
A period defining a member’s billable utilization targets.
Custom Data
Manage the lookup values, tags, and configuration used across your workspace.Business Units
A named organizational unit used to configure invoice settings and group clients and projects.
Client Tags
Tags for categorizing clients.
Company Spend Tiers
Spend tiers for classifying companies by revenue potential.
Company Types
Types for categorizing companies.
Contact Tags
Tags for categorizing contacts.
Disciplines
Functional areas of expertise for organizing members.
Exchange Rate Periods
Time-bound exchange rates between currencies.
Expense Categories
Categories for classifying expense items.
Holiday Schedules
Schedules that group holidays for assignment to members.
Holidays
Individual holidays within a holiday schedule.
Industries
Industries for classifying clients and companies.
Invoice Items
Predefined line items available for use on invoices.
Job Titles
Job titles for classifying members.
Locations
Physical locations for organizing members.
Member Certifications
Certifications that can be assigned to members.
Member Levels
Levels for classifying members by seniority.
Member Tags
Tags for categorizing members.
Opportunity Lead Sources
Sources that describe how an opportunity was generated.
Opportunity Pipelines
A pipeline used to categorize and track opportunities through different stages.
Opportunity Stages
Stages in the opportunity pipeline workflow.
Opportunity Tags
Tags for categorizing opportunities.
Opportunity Types
Types for classifying opportunities.
Payment Methods
Methods by which clients can make payments.
Pipeline Activities
An activity logged against a pipeline company or opportunity, such as a call, email, or meeting.
Pipeline Activity Types
Types of activities logged against pipeline opportunities.
Practices
Business units or practice areas within the workspace.
Project Tags
Tags for categorizing projects.
Project Types
Types for classifying projects.
Resource Placeholders
Placeholder resources used for allocation planning before assigning real members.
Skills
Skills that can be assigned to members and resource placeholders.
Task Tags
Tags for categorizing project tasks.
Task Templates
Reusable templates for creating project tasks.
Tax Rates
Tax rates applied to invoices.
Time Off Types
Types of time off available for members to log.
Workspace Roles
Roles defined at the workspace level for standardizing billing rates.