Ultimately, task-based reports allow managers to keep track of budget status by showing what’s been estimated, entered, and billed against each item on a project’s task list. If your print invoices include time/expense details, you can include tasks related to those entries as well.Īdding Billing Progress to Your Print InvoiceĬustomizing Time/Expense Details on Print Invoices When you create an invoice in BigTime, you can include budget status information on the print invoice. Since most firms start out using tasks to break down a project’s deliverables, it makes sense that including tasks on BigTime’s invoices is a popular option in the system. This allows your staffers to enter time and expense data against tasks, and it lets your project managers keep track of budget status in real time. If you’d like to track time/expenses against tasks for your projects, you can adjust your timesheet settings to include a task picklist. Tracking Project Budget Status by Tasks Entering Time/Expenses Against Tasks Then each task can be defined by a stage, which is a status marker (i.e., in process, finished, etc.). To initiate a workflow, system administrators need to create task types to categorize each task. Workflow in BigTime simply refers to the stage each task will pass through in its life cycle, from start to finish. To reap the benefits of the task/project management functions of the Task Dashboard, it’s essential to establish a workflow for tasks. Administrators will typically see every task within the system while other users may see only the tasks assigned to them. You can sort/group details by staff member or department, bulk-update task assignments or statuses, view tasks by due date, and filter them by progress level. The Task Dashboard is your go-to place to view and manage all of your firm’s tasks and projects. The Task Dashboard and Workflow in Bigtime The Task Dashboard Serves as a Project Management Tool This might mean a number of tasks, or even subtasks underneath certain tasks, each with an estimate that contributes to an overall project budget. Other more complicated projects might require breaking the work down into deliverables. A simple line item might serve your needs because a project’s goals are simple enough that both your staff and your customer understand them without going into much detail. Typically, tasks begin from the Project Dashboard as a way to break down the work a client has requested.įor a simple project, one with a limited scope and only one or two resources assigned to it, you may not need to break down your work. BigTime even supports the ability to copy the entire task list from one project to another, making the creation of an initial project budget extremely easy. To get better estimates and track budgets, BigTime allows you to track time and expenses against tasks, include task-related details related to budget status on invoices, and provides extensive options for reporting on project estimate progress.įor most professional firms, there are often a standard set of tasks for a “typical” project. Tasks can be included on invoices and featured in reports. Your firm can also establish a series of recurring tasks for items of work that have no set end date. Tasks that have multiple components or deliverables can be broken out into subtasks to assist your team with better tracking of each stage of work. Tasks can be grouped into subtasks, established as one-time events, or a recurring series. This information can be tracked and used for better insight into estimate progress and budget realization from the task management component of BigTime: the Workflow menu and Task Dashboard. They’re the key to setting project budgets, schedules, and assignments. Tasks are at the center of workflow in BigTime.
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