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How Does the App Work?

Step 1 – Set the Product 

  1. On the admin panel ,Navigate to Sales->Products->Products->Create new products.
  1. Enter product name ,type ,category,sale price, set unit =hours ,etc.. 
  1. In the “Sales ” tab under service invoicing policy select “Timesheet on task ” Under service tracking field select create a task in saleorder’s project & Save it

Step 2 – Create the Sale Order 

  1. On the admin panel,Navigate to Sales->Orders ->Quotations->Create ->Enter the customer name and add created products (invoice on timesheet) in order line .
  2. Add product quantity and Save the entry & confirm the order.

Step 3 – Check Project info

  1. On admin panel,Navigate to Projects->Projects->Edit Project
  2. Check project info and budget revenue and project name which is automatically fill from sale order 
  3. Check timesheet and billable field selected as true & Save the entry

Step 4 – Add Timesheet Entries

  1. On admin panel,Navigate to Projects->Projects->Edit Project
  2. Click on the hours recorded context button.
  3. Fill the timesheet entries for it.
  4. Project actual cost = Timesheet entry hours * Employee’s timesheet cost

Step 4 – Check project revenue actual vs budget graph view

  1. On admin panel,Navigate to Projects->Reporting->Open Project revenue actual vs budget report 
  2. Check the bar graph between actual cost vs budget revenue.

Step 5 – Check project revenue actual vs budget list view

  1. On admin panel,Navigate to Projects->Reporting->Open Project revenue actual vs budget report 
  2. Check the list view of the report.

Step 6 – Check project revenue actual vs budget pivot view

  1. On admin panel,Navigate to Projects->Reporting->Open Project revenue actual vs budget report 
  2. Check the Pivot view of report ->Check actual cost and budget revenue value

Step 7 – Download report in excel format.

  1. On admin panel,Navigate to Projects->Reporting->Open Project revenue actual vs budget report Pivot view 
  2. Click on download xlsx button and get the report in excel format
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