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Project Financials


  • Who can Toggle Billable Entries?
  • Professional Services Process - the Basics
  • Implementation for Professional Services Organizations
  • Target Budget Information
  • Time, Expense & Billing Information
  • Using Burden Rates
  • Burden Rates: I don't want Users seeing Others' Hourly Wage
  • Work Estimate Rate Flow
  • Time Entry Rate Flow
  • Rate Cards (formerly known as Contracts)
  • Copying Company Rate Cards
  • How Rate Cards Work with Tasks
  • Time Entry Rate Flow (with Rate Cards)
  • Fixed Price Billing
  • Using Resource Types
  • Flagging Tasks as Capital Expenditure (CapEx) Tasks
  • Actual & Billable Hours and Money Visibility Rules
  • Planned Value and Earned Value
  • Project Profit Calculations
  • Non-labor Cost/Billable Dollars Input on Tasks
  • Invoice Records
  • Invoice Settings
  • Invoice Summary
  • Invoice Record Line Items
  • Invoice Records - Add-Edit Form
  • Invoice Record - Details
  • Invoice Classifications
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