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Permissions

Permission RolesPermission roles determine which permissions users or groups have, from read-only access to full editing rights. They apply to the current element and are inherited by the elements below it.
User TypesThe user type determines how a user can work in Octaved Flow and how they are licensed: standard users for internal staff, guest users with limited access, virtual users without login, and API users for system integrations.

Billing

StatusThe status controls what can happen to a project, sub-project, or work package: Open allows work and time tracking, Suspended pauses it, Approved for final billing signals the billing team, and Closed marks it as finished.
Billing typesTarget effort or billing types define how a work package's effort is planned, tracked, and billed to the customer, from effort-based types to fixed price, contingent, and free of charge. In simple mode, the target effort or billing type is selected automatically, depending on whether hours are specified or not.
Default setting for price category per userThe default setting for the price category is specified per user and can be found in the user settings.

Project Controlling

Progress AnalysisThe progress analysis shows how much work was done compared to plan, either as an earned value or burndown chart. The lines show the work done, the work planned, and the scope added in the selected period.

Resource Management

Workload CalculationHere you can specify which work packages and tasks are included in the workload calculation. Items done, labels, and project folders can be used to exclude items. Templates and archived items are always excluded.

Project Planning

General