- What reporting is needed?
You can export a project report into different formats (excel and pdf).
Within the project, you can see the roadmap split up per milestones.
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.
'Budget spent' on a project displays your client's budget and how much billable hours are spent. Budget management on projects is a way to keep track of the predetermined budget you and your customer have agreed upon. By allocating resources and estimating time on billable tasks & meetings, you'll know if you are going over budget.
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 on projects!
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 'Spent budget', 'Remaining budget' and 'Forecasted budget' example, to see how much budget was spent and how much you still have left. Adding the column 'Budget status' will allow you to see in the blink of an eye if you went over budget or not.
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.