• What reporting is needed?

If you're working on and managing a project, there are several ways to create reporting of a project, which in turn will help you manage it and maintain an overview at all times.

Project report:

You can export a project report into different formats (excel and pdf).

Budget and roadmap:

Within the project, you can see the budget usage and the roadmap split up per milestones.

Timetracking overview:

With every milestone, you'll see the section "Timetracking". When you click on the button "Show all", you get an overview of all timetracking related to this milestone.

Profit margin

Each project visualizes its profit by giving an overview of the costs you've incurred in relation to the revenue of the project. Read more on profit margin on projects! 

Project overview:

When you navigate to the general overview of all projects, you can change the view mode by clicking on the cogwheel in the right hand corner. You can then add the columns "internal budget" and "external budget" for example, to see how much budget was spent externally and how much internally. You can, of course, also add different columns which are of interest to you.

Speaking of always being up to date and having everything in order: the email integration of Teamleader also offers the option to link emails directly to a project and you also have the option to import your old projects.

That's it! You're all set for projects now. Click here for all articles on how to get started with Teamleader.