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For details, see Global Teams & Price Lists, Activity Types, Rounding Rules (<= 5.4.x).
Configure Projects
- define status
- define currency
- choose rounding rule
- create teams & price lists and/or assign global teams
- define accounting references
- define approval managers
- select project activity types, use all or deactivate activity types
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- user timesheet with filters by project, issue, component, version, activity type, issue status, approval status and date
- list view, structured view and date grid; configure columns
- edit, delete, resume or create new work log directly from user timesheet
- log work for any issue directly from timesheet
- log work for other users (if you have respective permissions)
- move work logs to other issues of the same project
- work on issues directly from your timesheet
- export timesheet
- print view
For details, see Timesheet.
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- create global teams and price lists and/or define different teams with different price lists per project
- define price per team or per team and activity type
- validity period for price lists allows for price changes within the project duration
- define rounding rules per project in order to round up/down and to charge minimum time units
- define currency per project
- add optional accounting information per project (customer, account, …)
- exclude work log positions of a report from being charged
- set status of work logs to status "charged" as part of the accounting process
- create "pro-forma" accounts/invoices create accounts with reference to an external invoice
- access "accounts" and export details as Excel-compatible file
- revoke "accounts" and set all work logs to "not charged" again
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