| Action |
Project Analysis |
Analyze your projects. For example, you can create a report that shows you the scheduled prices, usage prices, and contract prices, and then compares the three sets of prices. |
| Action |
Project - Planning Line |
View all planning lines for the project. You use this window to plan what items, resources, and general ledger expenses that you expect to use on a project (budget) or you can specify what you actually agreed with your customer that they should pay for the project (billable). |
| Action |
Items per Project |
View which items are used for which projects. |
| Action |
Projects per Item |
View on which project a specific item is used. |
| Action |
Projects |
Define a project activity by creating a project card with integrated project tasks and project planning lines, structured in two layers. The project task enables you to set up project planning lines and to post consumption to the project. The project planning lines specify the detailed use of resources, items, and various general ledger expenses. |
| Action |
Active |
On order. |
| Action |
Planned and Quoted |
Planned and quoted. |
| Action |
Completed |
Completed. |
| Action |
Project Task Lines |
Define the various tasks involved in a project. You must create at least one project task per project because all posting refers to a project task. Having at least one project task in your project enables you to set up project planning lines and to post consumption to the project. |
| Action |
Resources |
Manage your resources project activities by setting up their costs and prices. The project-related prices, discounts, and cost factor rules are set up on the respective project card. You can specify the costs and prices for individual resources, resource groups, or all available resources of the company. When resources are used or sold in a project, the specified prices and costs are registered for the project. |
| Action |
Customers |
View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met. |
| Action |
Time Sheets |
Time sheets handles time registration in weekly increments of seven days. You use them to track the time used on projects and much more. |
| Action |
Manager Time Sheet |
Use Manager Time Sheets to approve time, when time sheets are setup to be approved by the specified approver on the resource card. |
| Action |
Time Sheets Archive |
View archived time sheets. |
| Action |
Expenses |
View a list of all expenses. |
| Action |
In process |
View a list of expenses in process. |
| Action |
Approved |
View a list of approved expenses. |
| Action |
Project Journals |
Post usage in the project ledger by suggesting lines from time sheets in the Project Journal. |
| Action |
Project G/L Journals |
Post project expenses or usage in project accounts in the general ledger. For expenses or usage of type G/L Account, use the Project G/L Journal instead of the Project Journal. |
| Action |
Resource Journals |
Post usage and sales of your resources for internal use and statistics. Use time sheet entries as input. Note that unlike with project journals, entries posted with resource journals are not posted to G/L accounts. |
| Action |
Item Journals |
Post item transactions directly to the item ledger to adjust inventory in connection with purchases, sales, and positive or negative adjustments without using documents. You can save sets of item journal lines as standard journals so that you can perform recurring postings quickly. A condensed version of the item journal function exists on item cards for quick adjustment of an items inventory quantity. |
| Action |
Recurring Project Journals |
Reuse preset journal lines to post recurring project expenses or usage in the project ledger. |
| Action |
Recurring Resource Journals |
Post recurring usage and sales of your resources for internal use and statistics in a journal that is preset for your usual posting. |
| Action |
Recurring Item Journals |
Post recurring item transactions directly to the item ledger in a journal that is preset for your usual posting. |
| Action |
Posted Shipments |
Open the list of posted shipments. |
| Action |
Posted Sales Invoices |
Open the list of posted sales invoices. |
| Action |
Posted Sales Credit Memos |
Open the list of posted sales credit memos. |
| Action |
Posted Purchase Receipts |
Open the list of posted purchase receipts. |
| Action |
Posted Purchase Invoices |
Open the list of posted purchase invoices. |
| Action |
Posted Purchase Credit Memos |
Open the list of posted purchase credit memos. |
| Action |
G/L Registers |
View auditing details for all G/L entries. Every time an entry is posted, a register is created in which you can see the first and last number of its entries in order to document when entries were posted. |
| Action |
Project Registers |
View auditing details for all project ledger entries. Every time an entry is posted, a register is created in which you can see the first and last number of its entries in order to document when entries were posted. |
| Action |
Item Registers |
View auditing details for all item ledger entries. Every time an entry is posted, a register is created in which you can see the first and last number of its entries in order to document when entries were posted. |
| Action |
Resource Registers |
View auditing details for all resource ledger entries. Every time an entry is posted, a register is created in which you can see the first and last number of its entries in order to document when entries were posted. |
| Action |
Assisted Setup |
Set up core functionality such as sales tax, sending documents as email, and approval workflow by running through a few pages that guide you through the information. |
| Action |
Service Connections |
Enable and configure external services, such as exchange rate updates, Microsoft Social Engagement, and electronic bank integration. |
| Action |
Time by Periods |
View an overview of capacity and time sheet activities by period. |
| Action |
Report Time Last Week |
View and edit the time sheet for last week. |
| Action |
Report Time This Week |
View and edit the time sheet for this week. |
| Action |
Manager Time Sheet |
View, approve or reject submitted time sheet lines, when time sheets are setup to be approved by the specified approver on the resource card. |
| Action |
Manager Time Sheet Cockpit |
View an overview of reported time for the resources you approve time. |
| Action |
Project Journal |
Post usage in the project ledger by suggesting lines from time sheets in the project journal. |
| Action |
Project G/L Journal |
Post a project activity to the general ledger. |
| Action |
Resource Journal |
Post resource usage. |
| Action |
Manager Time Sheet by Project |
View, approve or reject submitted time sheet lines, when time sheets are setup to be approved by the project manager. |
| Action |
Project Create Sales Invoice |
Use a function to automatically create a sales invoice for one or more projects. |
| Action |
Update Project Item Cost |
Use a function to automatically update the cost of items used in projects. |
| Action |
Project Calculate WIP |
Calculate the general ledger entries needed to update or close the project. |
| Action |
Project Post WIP to G/L |
Post to the general ledger the entries calculated for your projects. |
| Action |
Navigate |
Find all entries and documents that exist for the document number and posting date on the selected entry or document. |
| Action |
StoryPoint Setup |
Find and start using all the features of StoryPoint. |
| Sub page |
Time Sheets |
Time Sheets |
| Sub page |
Expenses |
Expenses |
| Sub page |
Projects |
Projects |
| Sub page |
Manager Time Sheets |
Manager Time Sheets |
| Sub page |
Chargeability Chart |
Chargeability Chart |
| Sub page |
Chargeability Chart (Manager) |
Chargeability Chart |