Professional Services Features

If your team plans to use the Professional Services features of Project Insight, we highly recommend asking yourselves the following questions:

  1. Do you bill external clients or internal chargebacks for the work you perform?
    • If Yes, then move on to the next section
    • If No, then use the Target Budget tab to enter your Target Budget information - You're done!

  2. Do you bill for Time & Materials for the work you perform?

  3. Ok, so you bill Time & Materials:
    • Set your Rates and use the Target Budget tab
    • If you have different rates for different clients, use Contracts
    • Your resources enter their Actual Hours against the work they do
    • Gather that information by client by invoice record
    • Ship that invoice off to your accounting solution

Online 1/6/2017