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How can I create a job report?
Use Cases » JOBS » How can I create a job report?
General information (1) Filter options – use these for general (budget year, area, ..) and advanced filtering (job status, period, creation date, …) Clicking the icon will clear all filter settings Clicking will give you even more filter…
How can I evaluate time tracking entries?
Use Cases » TIME TRACKING » How can I evaluate time tracking entries?
Preconditions existing time tracking records in your system Steps Go to “Time tracking” > “Report (BETA)” Filter for a client, area, job, employee, … to display all time tracking related figures HINT: the filter options here are…
JOBS
Use Cases » JOBS
If you are new to TEAMBOX, we recommend looking through the information in the following section: First steps and basic procedures in TEAMBOX Finding/selecting jobs Creating jobs In this section, you will find information on the following topics: How…
How do I find or select a job?
First Steps » JOBS » How do I find or select a job?
Go to the “Jobs” module and use “Job Management”, “Job Report” or “Job Portfolio” HINT: in “Job Management”, there are different ways of selecting a job from your list of clients: Click the client’s name, select the tab “Jobs” >…
How does “Controlling” work?
Use Cases » FINANCES » Controlling » How does “Controlling” work?
Steps (1) Go to “Finances” > “Controlling” and filter for specific entries by “Budget year”, “Client”, “Area” and “Job”. Now, you can fine-tune which data is displayed in which way. (2) Choose…