FAQ: How can I convert a deal into a project?
In Teamleader, you have the option to convert a deal into a project. To do this, go to your deal page and next to 'Follow up on your deal', c...
Tue, 19 May, 2020 at 11:23 AM
FAQ: What are the different rights in a project?
In Teamleader, there are two levels to define the rights within a project. You can either limit the access to projects or you can assign different role...
Wed, 22 Apr, 2020 at 9:53 AM
How To: Work breakdown on projects
Clicking on a project in your project overview opens the detail page of your project. One of the first widgets you’ll see is Teamleader’s Work breakdo...
Wed, 27 May, 2020 at 9:33 AM
FAQ: How can I make phases mutually dependent?
Whenever you add a second (or third, ...) phase to a project, you'll have the option to link the new phase to already existing phases.   Naviga...
Wed, 13 May, 2020 at 11:46 AM
How To: Budget management on projects
Below the work breakdown of your project, every project shows you in the blink of an eye three different widgets that are visible in a clear overview: ...
Wed, 20 May, 2020 at 10:13 AM
How To: Budget management on projects: Use cases
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 es...
Fri, 24 Apr, 2020 at 3:53 PM
How To: Calculate profit on your projects
Below the work breakdown of your project, every project shows you in the blink of an eye three different widgets that are visible in a clear overview: ...
Fri, 24 Apr, 2020 at 1:27 PM
How To: Define the internal cost of your employees
Next to setting up the external hourly price for a certain user you can also define the internal cost of your employees. Discover here what this is, ho...
Tue, 1 Oct, 2019 at 10:04 AM
FAQ: What do the colors under project progress stand for?
Within every project, you'll find the "Progress" section with the subcategory "Roadmap". This article explains the color codin...
Thu, 11 Jun, 2020 at 11:55 AM
How To: Creating Gantt charts in Teamleader
With Teamleader, you can split up projects into bigger phases and smaller tasks. Phases are represented on a roadmap, but you can check all linked task...
Fri, 24 Apr, 2020 at 4:18 PM
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