Projects

Creating Projects

• Project Setup
• Create a Project from an Opportunity

Time Cards

• Set Up a Lightning UI Time Card
• Set Up Classic UI Time Cards in Salesforce Lightning
• Set Up Classic UI Time Cards in Salesforce Classic
• Set Up Time Card Periods
• Enter a Time Card
• Create a Budget Time Card

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