Tutorials

Everything you need to get started with Octaved Flow, understand our features better, and optimize your workflow.

First Steps with Octaved Flow

Unlock the full potential of the Octaved Flow trial version

With the Octaved Flow trial version, you’ll get direct access to professional project management tools and can experience our software’s most powerful features for yourself.

Work packages vs. tasks

This tutorial explains the important difference between work packages and tasks in Octaved Flow.

A Quick Guide to Project Planning

Get started quickly with your project planning and learn all the important basics for your project success.

Create your first project

Learn how to create your first project in Octaved Flow and get important tips to ensure your project's success.

I've been invited to Octaved Flow? What now?

I have received an invitation to Octaved Flow. What is the best way to learn about the software?

Invite team members to Octaved Flow

Quick introduction to adding team members to your Octaved Flow environment.

Permissions

Set up permissions for productive use

The path from the test version with unrestricted rights to sensible settings for productive operation

Permission to view time entries

Who may view whose list of time entries? The assignment of rights for time tracking is clearly explained.

Project folders and permission roles

Assign individual permissions for individual users and user groups at project folder level

Permission roles

Use permission roles to define the extent to which a user may view, edit and create projects, work packages or tasks

The menu item "Permissions" in settings

The central point for setting permissions for administration, time tracking and system settings

Permissions at a glance

A complete overview of the permissions in Octaved Flow and how they are granted or revoked.

Time Tracking and Billing

Monitor working time tracking

The "Monitoring" page - an efficient tool for keeping track of users' working time entries. Who tracked working time and when was it tracked

Working time tracking

Track working time manually or automatically. Working time tracking independent of and parallel to project time tracking.

Effort Limit and Financial Limit of Projects and sub-projects

For a project or a sub-project the time effort and the total price can be limited.

Price Surcharges Depending on Time of Service

Price surcharges can be added to time recordings, for example for working on the weekend or as a night surcharge.

Price Categories for Staggered Hourly Rates Depending on the Type of Service

Price categories are used to represent different hourly rates depending on the type of service and customer-specific prices.

Billing Types

The billing type determines how a work package is billed to the customer or client.

Project Billing

From time tracking to ready-to-send time sheets and billing datasets. How to bill work time of projects, orders and services to customers.

Partial Billing of Projects

Partial billing of projects for a period of time, for example for the past month or the previous quarter.

Project Management

Planning simulation

Using the planning simulation in Octaved Flow, you can respond flexibly to changes and run through various scenarios without altering the official project plan.

Calculate the critical path

Using the critical path, you can quickly identify which work packages are essential for completing a project.

Project roles

Define project roles and clarify which role a user has in the project or work package

Task Management and Task Scheduling for Teams

Task management for teams, task planning, distribute tasks and measure progress reliably

Labels and Kanban Boards

Create and use labels, label sets, create and use kanban boards, define usage area

Project Controlling

Baseline comparisons

By comparing the project against its baseline, you can identify work packages that have been rescheduled and pushed back by looking for a red marker.

Project controlling, analyzing and monitoring projects

Determine degree of completion of projects, consider economic efficiency, work packages with critical time forecast, milestone analysis

Project Planning

Calculation of the utilization of resources

Calculation of the utilization of team members. What is the process? How to improve capacity planning and increase accuracy for project planning?

Project planning with Gantt, team planning, task planning

Plan projects with Gantt charts, team planning with utilization of resources for capacity planning, task planning