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OneCRM | Project Management
Project and task management with full integration with billing and cost centers
Creating Activity Type
Activity Type Activity Type is a list of the different types of activities against which a Time Sheet can be made. To access Activity Type, go to, ++Home > Projects > Time Tracking > Activity Type++ Go to the Activity Type List and click on New. Add the subject of the Activity Type. Save. Additionally, you can also add the Default Costing Rate and Default Bi
How to create a New Project Template?
Project Template A Project Template is a predefined sequence of tasks arranged in stipulated schedule. These templates can be pulled for similar kind of Projects and the tasks therein get auto-populated at the time of creation of each new project. To access Project Template, go to: ++Home > Projects > Projects > Project Template++ Go to the Project Template
Timesheet A Timesheet is the record of the number of hours spent by an employee on completion of each task. The Timesheet can also be used to calculate the billable towards an employee, to calculate their salaries, or to track an employee's contribution towards a Project or a Task. In OneHash, a Timesheet can have an account of a particular employee working on multiple Tasks or Projects in a tabular format. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/t1_34cnkr.p
How to create a Project?
Project A Project is a planned piece of work that is designed to find information about something, to produce something new, or to improve something. In OneHash, Project Management is Task-driven. You can create a Project and divide it into multiple assignable Tasks. A Project generally has a broad scope and hence can be divided into tasks. Whilst each task within a Project can be assigned to an individual or a group of individuals, the assignment can also be done on a project level. These
Project Profitability Project and related activities are generally active for longer time periods. While developments keep happening on the Project, there are various transactions that are done against each project. Hence, it becomes important to track the Profitability of a Project to ensure that you don't overspend. In simple terms, Project Profitability is the difference between the revenue generated from a project versus the costs associated with it. Project in Sales Transaction
Project Reports This report will help you analyze the billing per Project and Employee between a specific period. Please note that details form only those Timesheets which have been specified as billable by ticking the 'Bill' checkbox will be reflected here. This report will give you the details of all the Timesheets submitted by the Users.
Project Type A Project Type is the classification of projects into different types to group similar kind of projects. Internal Projects, External Projects could be examples of Project types and are already created in the system. You can choose to add more Project Types. This comes handy when you are reviewing the Projects, and you want to filter the information based on Project Types. To access Proje
Project from Customer Portal
Project from Customer Portal If you are working on a Project for a Customer, then the Customer will need to be updated on its progress time-to-time. In OneHash, since it is a Customer Portal feature, you can let Customer update oneself on the Project's progress via the Customer Portal. Add User as a Website User For a Customer to be able to access the Project from the portal, should be added as a [Website User](https://help.onehash.ai/en/article/difference-between-system-user-and-
How to create Salary Slip from a Timesheet?
Salary Slip from Timesheet The salary of an employee can be calculated based on the number of hours that he has worked for on a particular project. To enable the same, you may choose to create the Employee's Salary Slip directly from a Timesheet. Once the Timesheet is submitted, and an invoice has been generated, go to the Timesheet and click on
How to create Activity Cost?
Activity Cost Activity Cost records the per-hour billing rate and costing rate of an Employee against a particular Activity Type. The system pulls this rate while making Timesheets. It is used to determine the Project Cost To access Activity Cost, go to, ++Home > Projects > Time Tracking > Activity Cost++
Project Costing Each project has multiple tasks associated with it. To track actual costing of a Project, primarily in terms of services, a User has to create a Timesheet based on actual time spent on a Task within a Project. Following ways in which you can track actual service cost against Project. Activity Type Activity Type is a master of service offered by your personnel. You can add new Activity type from: ++
Tasks A task is an independent assignment or a unit of a Project that defines a particular actionable assigned to an individual. To access Tasks, go to, ++Home > Projects > Projects > Task++ Go to the Task List and click on Add Task. Add the subject of the task which defines the actionable. Save. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000
How to create a Sales Invoice from a Timesheet?
Sales Invoice from Timesheet A customer can be billed based on the total number of hours an employee has worked for that customer. The actual number of hours of billable work can be tracked via a Timesheet. A sales invoice can be generated from each Timesheet submitted by an employee which can be used to bill the customer.