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Getting Started
A quick how-to guide for this doc
How to use this calculator
The purpose of this tool is to help professional services teams work more efficiently and for management to have the right visibility into projects as well as profitability. This is primarily intended for knowledge work, specifically where there is a series of relatively consistent (but oftentimes unique per implementation) tasks that need to be tracked.
This also provides staff-level visibility into efficiency, workload, and more.
First so that you can begin using it yourself.
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Step 1: Begin Adding Your Tasks to the Tasks page
You’ll manage it in the section going forward, but you can also add tasks below. The Standard Price is set through via the Target Rate on the . When a Task is added to a Project, that rate will be fixed based on the target rate at the time. You can edit it later on the project.
Note: click the arrow 
to expand and contract the Task List below
Task List Setup
Step 2: Create a Project
Now you’ll work on setting up your individual projects. Projects are the top-level container for all the work that needs to be done. Generally, this would align with a SoW or other contract. Clicking the “New Project” button will automatically add a row. If you have already priced the project out, add your Quoted Price. Otherwise, you can add that after linking up your tasks to the project.
Project Setup
Step 3: Set up Tasks for your Project
Tasks are attached to Projects and assigned to Staff. Staff can view their information on the “Time Entry” page, while management has multiple dashboards available.
Sample Project
Sample Project
Project Setup - Tasks
Project
Task
Assigned
Status
Search
Task
Assigned
Status
Notes
Standard Hours
Quoted Rate
Current Hours
Effective Rate (Quote)
Effective Rate (Actual)
Discovery
Jon Olson
In Progress
Open
80
$25,000.00
14
$312.50
$1,785.71
System Configuration
Jon Olson
Not Started
Open
160
$30,000.00
0
$187.50
Go-Live Support
Jon Olson
Not Started
Open
60
0
$0.00
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Step 4: Begin Tracking Time Against Projects
Once you have a meaningful number of time entries, you can begin tracking metrics, etc.
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