Learning Hub

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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

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

Automatically chain tasks into a workflow with auto-chain.

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

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

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

A brief explanation of key menu items in Octaved Flow