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Time & Expenses & Project Budgeting

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Your time sheet from last week has been rejected and now you can't find it. It's not in last week's Time Entry Worksheet. That's because the Time Entry Worksheet is for unsubmitted time entries and the time sheet was submitted. It is now in a Saved Time Sheet that needs to be corrected and re-su... (more)
by: Wes Kliewer in:    Time & Expenses & Project Budgeting   
Which Roles or Users can see Financial Data on a project, task or report? Any user in the system that is active and is a Project Manager on a project can see financial data on that project including user rates. Hence, the reason for the Project Scheduler role on a project it gives the same... (more)
by: Alex Roman in:    Time & Expenses & Project Budgeting   
The following video demonstrates how to use the lock down period feature that prevents anyone from adding additional time entries for the months prior after a set date.
by: Alex Roman in:    Time & Expenses & Project Budgeting   
Audience Executive management, project managers, project schedulers, resource managers and team members Description If you are new to Project Insight and would like an overview of project budgeting, this short video will provide you how Project Insight solves common business challenges in y... (more)
in:    Introductory Webinars   
Audience Executive management, project managers, project schedulers, resource managers and team members Description If you are new to Project Insight and would like an overview of time and expense tracking, this short video will provide you how Project Insight solves common business challe... (more)
in:    Introductory Webinars   
Steps to re-submit a time sheet that has been approved and now has locked time entries. Re-submit the time sheet to unlock the entries.
by: Wes Kliewer in:    Time & Expenses & Project Budgeting   
What are they? Rate cards are a mechanism whereby you can establish billing rates by either Resource Type/Role, by setting a default rate for the rate card or by using a combination of the two. When used on a project, PI "looks up" what rate applies based on the rate card you attached to the pr... (more)
by: Margaret Campbell in:    Time & Expenses & Project Budgeting   
The following System Roles will have the ability to see the Burden and Bill Rates for a user: System Administrator Project Report Viewer Invoice Manager Project Managers on their own projects (unless you change )
in:    Resource Management   
Questions about this training? We've got answers! Post your questions here. Audience Invoice managers, project managers and executives Description While Project Insight does not replace your accounting system, the software does provide you with elegant invoice reports that may be exp... (more)
by: Denise Arterberry in:    Product Training Webinars   
Questions about this training? We've got answers! Post your questions here. Audience Project managers, company managers, executives and administrators Description Rate cards are not just for client-facing project teams. Many teams that have internal projects also see the value of creating ... (more)
by: Denise Arterberry in:    Product Training Webinars   
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