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Tutorials and Manual

Guides for using Octaved Flow and its features

General

Menu items explained

Explanation of menu items in Octaved Flow

Glossary - terms used and their meaning

Peculiarities of the terms used. Reading it additionally gives a good picture about functions of Octaved Flow and how they intertwine.

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

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?

Auto-chain

Automatically chain tasks into a workflow with auto-chain.

Project controlling

Project controlling, analyzing and monitoring projects

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

Project management

Labels and Kanban boards

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

Task management and task planning for teams

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

Project roles

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

Time tracking and billing

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.

Billing Types

Billing types like fixed price and effort define how a work package is billed to the customer and the maximum amount of time that can be tracked.

Status of Work Packages

The status defines in which processing step a work package is from creation to completion and whether time can be tracked.

Price categories for different hourly rates

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

Price surcharges depending on time of service

Price surcharges can be added to time recordings, for example for Sunday work or as a night surcharge.

Exceeding time limit

Depending on the billing type, on work packages cannot be tracked time indefinitely. Warning levels and limits can be adjusted.

Calculate offers and using the board

If projects are created in the offer phase, information can be stored in the board from the beginning and can be used directly when the project is started.

Effort limit and financial limit of projects/sub-projects

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

Working time tracking

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

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

Permissions

An overview of permissions

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

The menu item "Permissions" in settings

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

Permission roles

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

Project folders and permission roles

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

Permission to view time entries

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

Set up permissions for production use

The path from the test version with unrestricted rights to sensible settings for productive operation explained in simple steps