Catégories

Projects

Project management
Project management is the heart of a company and therefore it allows to manage the “deliverables” in addition to structuring the time necessary for the realization.

Thanks to the Collabox you can assign the right tasks and responsibilities to the resources dedicated to the project.

We must add an important aspect of project management, the profitability of the project. Project tracking reports track revenues and associated costs.

The Collabox is the powerful tool to manage your projects.

Locking timesheets

By Employees, Projects, Timesheet

Project managers can closely monitor the hours worked by their employees thanks to the locking of timesheets. When they find that their employees have spent enough time on a project and want to invoice a client for it, for example, they just have to lock their timesheet so they don’t have to. plus the ability to make changes within the times entered. If they want to process payroll, they can lock entire days so they cannot be changed.

Here are the types of locks you can perform:

  • Timesheet : This option allows you to block the modification of time entries. If you lock a timesheet this way, the employee will no longer be able to modify what they have already entered in their timesheet for the specified period. He may, however, add news for hours.
  • Full day (s): Using this option, you will prevent the entry of data for a specified period. For example, if you lock the days from April 4 to 7 for one of your employees, he will no longer be able to enter anything in his timesheet for these days.

To use this function, click on the icon Timesheet .

Select Locking in the vertical menu.

Check the name of the employee or employees whose timesheets you want to lock. Choose the period covered, then the type of lock. Click on Lock .


Note: To unlock a timesheet, it’s the same way: check the employee (s) concerned, select the dates that interest you, the type of lock and click on Unlock .

When a full day is locked, a message appears on the employee’s timesheet to notify them.

To better track the overtime hours of your employees, read the article on bank of accumulable hours .

Work on projects in submission

By Projects, Service offerings, Timesheet

When you add a project in your Collabox, it is possible to specify the status of the project:

  • Submission
  • Signed submission
  • Rejected submission
  • In production
  • Waiting
  • Completed and billable
  • Bill
  • Paid
  • Closed
  • Inactive

By default, the Collabox only allows you to enter time on projects in production, but it is very easy to allow your team to enter time on projects in submission, for example, or on any other type of project. .

To do this, visit the Preferences section -> Organization. You will find in the Projects tab, the list of project types. All you have to do is select the types of projects on which you want to allow your team to seize time.

Page Organization update

Don’t forget to save your changes!