Projects

Creating Projects

• Project Setup
• Create a Project from an Opportunity

Time Cards

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