1 / 14

Managing Project Budgets, Time, and Expenses in TeamDynamix

Learn how to efficiently manage your project's budget, time tracking, and expense reporting within TeamDynamix. Start by filling out the budget section in the General tab of the Project Explorer. Assign expense types to your project and edit the estimated budget as needed. Update time accounts for team members and submit time and expense reports through the application. Approval processes are managed on a project-by-project basis, ensuring accurate tracking of actual hours and expenses. Discover how to make the most of the Time and Expenses features for successful project management.

basil
Télécharger la présentation

Managing Project Budgets, Time, and Expenses in TeamDynamix

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. TeamDynamixHETime and Expenses

  2. Budget • To set your project budget, fill out the budget section in the General tab in the Project Explorer.

  3. Expenses • In the Expenses tab of the Project Explorer, you can select the expense types that are assigned to the individual project by clicking the type and selecting Add.

  4. Expenses • To change Estimated budget for the expense type, select edit, fill in appropriate amount, then save.

  5. Time • In the Time Accounts tab, you can select which Time Types you allow your team members to choose when updating hours. • These are added the same way Expense Types are added.

  6. Time and Expense Reports • Time and Expenses are submitted through the Time & Expense application. • Tasks and issues will be automatically populated by team member, with reported hours already filled in if they updated these tasks/issues previously.

  7. Time and Expense Reports • To add time, select the Add Time button and then fill in with the appropriate information in the box at the bottom of the window. • Time can be added to tasks or issues

  8. Time and Expense Reports • To add expenses, select the Add Expense button. • Fill out the information at the bottom of the screen and save.

  9. Time and Expense Reports • When completed, submit the report for approval. • Approval is decided on a project by project basis in the General tab of the project explorer.

  10. Approving Time & Expenses • To approve or deny time and expenses, select Pending Reports and then click on the Time Period to show the time card.

  11. Approving Time & Expenses • Select the approve or reject bubble for each item and then save.

  12. Time & Expenses • These reported times and expenses make up your Actual Hours and Actual Expenses. • You can find Time & Expense specific reports in the Finance application.

More Related