If your team plans to use the Professional Services features of Project Insight, we highly recommend asking yourselves the following questions:
- Do you bill external clients or internal chargebacks for the work you perform?
Do you bill for Time & Materials for the work you perform?
Ok, so you bill Time & Materials:
- 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!
- 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