Turn Daylite into a comprehensive project and controlling tool with our plugin Time&Budget. To use Time&Budget, the iOSXpert PluginCenter is required.
Time&Budget assists you in keeping track of your time and financial project budgets and warns you when critical thresholds are reached. Evaluate your recorded times and monitor the costs of activities in your company. With a compatible billing system, you can easily generate invoices for your projects based on the recorded times.
Features:
- Recording expenses
Track expenses for projects and opportunities with units, costs, and revenues you define.
- Generate expenses out of resources
Record expenses automatically by linking a resource with an appointment. - Convert Daylite notes to expenses
Convert a note, including the file attachment (e.g. an invoice), into an expense easily.
- Generate expenses out of resources
- Analysis und Reports
Perform a real-time analysis of the data recorded with Time&Budget according to various criteria.
- Object-related analysis and reports
Select from multiple reports: target-performance comparison, an internal or an external overview for a selected Daylite object (e.g. a project). - Global analysis and reports
Use the global Time&Budget reports to keep track of your activities, thresholds and data quality. - Export and print analysis and reports
Export reports and analysis from Time&Budget as Excel or CSV files or print them out.
- Object-related analysis and reports
- Financial and time project budgets
Define individual budgets for your Daylite objects, such as projects. - Dynamic thresholds
Assign any number of time and financial thresholds for projects, opportunities and groups. - Default thresholds
Define default thresholds for your new projects, opportunities, and groups. - Define costs
Define the costs of your employees. - Define revenues
Store individual returns based on Daylite users, appointment and task categories, and automatic expenses. - Transfer project times to a compatible invoicing system
Transfer project times to a compatible invoicing system for billing purposes. - Time recording
Record your times based on appointments or tasks with the help of Time&Budget. - Set permissions
Define team-based permissions for the use of Time&Budget.
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