First steps in Octaved Flow
Get to know the basic functions of Octaved Flow and how the functions interlock. With screenshots to follow along in the trial version.
Project planning with Gantt, team planning, task planning
Plan projects with Gantt charts, team planning with utilization of resources for capacity planning, task planning
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 time tracking
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 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.