Invoice Review

If your organization requires invoices to have further review before the it can be sent to the customer, they system administrator for your company can check ‘Require invoice review’ ...

Charts – Revenue (or Expense) by Project Type

This chart displays revenue by ‘Project Type’ in the selected date range. Revenue is based on completed tasks with associated revenue whether the revenue is realized or not. Data used ...

Charts – Project Assignment

Project Assignment This chart shows the number of assigned projects to each person in the selected ‘Job Position’ Only ‘Active’ ‘Projects’ are included. ...

Charts – Projects – Workload

Projects – Workload This chart shows, for each system user with the selected ‘Job Position’, the number of Projects’ assigned to them (on the left chart) and the average ...

Charts – % Projects Complete

% Projects Complete This chart shows the percentage of tasks which are complete vs incomplete. Ignores tasks is marked “N/A” (default color Dark Gray). Only ‘Active’ ...