Projects

Creating Projects

• Project Setup
• Opportunity to Projects

Time Cards

• Set Up Time Cards in Salesforce Lightning
• Set Up Time Cards in Salesforce Classic
• Set Up Time Card Periods
• Entering a Time Card
• Posting Time Cards

Labor Costing

• Enter Labor Cost Rates
• Deciding on how to use labor cost rates

Billing Labor

• Enter Billing Rates
• Billing Time Cards

Expense Reports

• Set Up Expense Reports in Salesforce Lightning
• Set Up Expense Reports in Salesforce Classic
• Creating an Expense Report
• Create Payable from Expense Report
• Create Billing from Expense Report