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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
Workflow within a work package
Gantt charts can be used to define dependencies between work packages. This is about a workflow within a single work package.
Project time tracking
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 wiki
If projects are created in the offer phase, information can be stored in the wiki from the beginning and can be used directly when the project is started.
Effort limit and financial limit of projects/groups
For a project or a group the time effort and the total price can be limited.
Settings and administration
Rights, roles, and permissions in Octaved Flow
In the trial version of Octaved Flow, permissions are not restricted. What is the path to production operation? What are the options for permissions?
