---

History

Displays the history of all activities and changes.

Workload

As for workload tab, it is important to add projects with a Plus icon right next to the dev’s name, to see the list of all projects planned for the user. It is also important, because if the project is not added to this list, the user will not see the tasks from it in their dashboard.

To add time to workload, type the number of hours into the box of the respective project and date. If anything changes with the planning, do not forget to update it, to keep the workload accurate and up to date.

Clients

To access information on the clients, we need to go to the upper right corner, click on our profile, and from the dropdown list, choose Clients.

You will access the table view with info on the clients, such us account manager, sales manager, their country and quantity of projects. To add new client, click the button on the upper right corner.

---

Here, you will have to fill in all the necessary fields with the info, that will be used for billing and bonuses later on:

• Client’s legal name (Name of the company, as in the agreement)

• Channel

• Sales Manager

• Country

• Billing email

• Account manager

• Finance manager

• Default rate

• Start date

• Billing period

Don’t forget to save it by clicking on Add Client in the end of the form.

When the client is added, you can go to the client’s page from the list, and will see the info as follows:

In this view, you will have to fill in the info on the

• billing (will be used in the invoice),

• contact person (billing – person, who is responsible for invoices at the client’s company; main – person you are contacting on the project’s matters),

• invoice assignees – person, who will review and approve the invoice (usually, Alec, for some projects Sophia and Alex).

---

On the right side, you see all the projects that are connected to this client. To add a new project, you will have to search the project (in the upper right corner) that is created in Jira, choose it from the search and click Connect project.

When you scroll the page further down, you will see the Comments and Attachments sections, where you can add important info or files.

Projects

To go to the Projects tab, you can

• click on the Project's name in the client’s page

• click on the Projects page from the dropdown in the upper right corner, when clicking on your profile (the same as for clients).

The project in the tracker is created automatically, when we create a new Jira board. So, as soon as you have your board created in Jira, you will be able to access it from this view.

Project details

By clicking on the projects name in the list, you will be redirected to the Project’s page, where you will see info from Jira, such as

• Project key

• Project Manager

• Team – everyone, who is added to the project in Jira

Everything else, you will have to fill in by yourselves by clicking on the pencil button right to the Project details.

You will have to add necessary info for billing, and in this window you will be able to choose a color for the project (which you will see in the dashboard or summary tab).

Also, you will have to add Report assignees – add yourselves, and the person who will approve the report with the client (sometimes it is different person, such as Sophia, sometimes it is only the project’s PM).

Passwords

When scrolling further down, you will access all the passwords for the project, which can be shared with the team, edited, etc.

How to add a new password

1. Click the Create password button.

2. Enter the service name, website link, login, and password.
   When creating a new password, you can generate it directly in the app.

You should also assign the password to the folder, and indicate its type.

Optionally, you can add description if needed and make the password private, or share it with other users.

While sharing you should indicate the access level for the user: whether they will be able only to use it, or they will be able to edit/share/delete it as well.

---

On the main section we have 3 tabs: Reports, Agreements, and Invoices.

Agreements

Navigate to the Agreement section to fill the details on the team members' rates, as it is important for billing.

You will have to create an Agreement for every team member assigned to the project.

When adding an agreement, you should select user, their rate, service and start/end dates for this service.

When the rate for some service is changing, you will have to add end date to the existing agreement, and create a new one with an updated rate.

Reports

To go to the Reports tab, you can

• click on the Reports tab in the header

• from the Projects page, tab Reports.

To create a report, you should click Add report button, in the modal window choose the project from the dropdown list, and click Add.

In the report, you should choose the needed date range.

For more detailed view, you can switch views with Issues and Users to check what developers were working on if needed.

In the report, we have issue key, title, spent time (from tracker), estimate (from Jira), and field for editing billing time. You can adjust billing time for some issues or switch the Billable button on and off. All the tasks except bugs are billable by default.

When you have checked all the details in the report, scroll down to the end of it, and click Save report button. After that, the report will get a number assigned and will be saved as draft, and you will be able to access it anytime from Reports tab.

If needed, you can add comment to this specific report. When you made all the edits needed, you can change the status for the report to Ready to approve.

As soon as you have changed the status, a switcher appears on the right side, where you have to approve the report as PM, and the Account Manager should approve the report with the client.

When report is approved with the client, the status of the report should be changed as well. After the report is approved, it can be used to create an Invoice.

Invoice

In the invoice tab, you can access:

• Invoice – list of invoices that are billed as post-payment.

• Pre-invoice – list of invoices that are billed as pre-payment.

Statistics

This tab gives you a possibility to check statistics for any period of time for any projects.

Different stats can be filtered for projects, team members, departments, time, etc.

Aslo, you can go back to unbilled issues, or issues where spent and billed time differ.