Project Management

Won Deals, Resourcing, Hours, WBS - Work Breakdown Structure, Project Messenger, Chat, File Sharing, Memos, Attachments, Form Builder, Price Lists

Fredi Palmgren avatar Matti Patrakka avatar Mohsen Koolaji avatar +1
65 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, Mohsen Koolaji and 1 other
Taimer Standard & Pro users (Starter, Pro, Pro+, Team, Business, Enterprise)

Program settings: Create fields for additional information in the project information (Standard & Pro)

Give more information about the project in the additional information field.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Invoicing address and contact details explained (Standard & Pro)

How to add invoicing address and contacts to my accounts and projects?
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Calendar: Calendar and user colors (Standard & Pro)

Stand out from the calendar with different colors. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Add attachments to your projects (Standard & Pro)

You can easily add and delete important files on the project card.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Calendar: Creating new calendars (Standard & Pro)

You can create new calendars in addition to the office calendar in Taimer. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Summary by employee (Standard & Pro)

This report shows how many hours an employee has made towards a customer or a project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Functions of the Documents tool (Standard & Pro)

You can easily create documents for your projects in Taimer. Forms and documents can be created to meet each need perfectly.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Hour reports: Customer summary (Standard & Pro)

This report shows you a summary of work hours per customers, per projects and per employees. ( Business , Enterprise )
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Hour reports: Summary by branch of business (Standard & Pro)

This report shows all recorded hours classified by predestined branches of business
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Your company information: Defining project level statuses gives you more possibilities in managing the sales pipeline (Standard & Pro)

Define the project levels in order to carry the project smoothly from a level status to another. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Invoicing rate (Standard & Pro)

This report shows how many percent of the hours put in by your employee have been billed.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Hour reports: Customers daily (Standard & Pro)

This report shows the daily hours towards accounts / customers.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Setup Calendar Synchronization (Standard & Pro)

Sync Microsoft Outlook invites with Apple device
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Project's hour budget (Standard & Pro)

Define how many hours there are to be assigned to the project and make resourcing more efficient. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Hours by user (Standard & Pro)

This report gives you an hour summary per employee on a yearly, monthly and daily level.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Resource scheduling and tracking hours to tasks - combine two project critical features and get team visibility in one app (Standard & Pro)

Lightning fast scheduling and team visibility
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Project types (Standard & Pro)

By defining project types you can classify project by their types when reporting. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Registering hour entries for locked months (Standard & Pro)

Lock the possibility to edit hour entries saved earlier. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Constricted time entry rights (Standard & Pro)

Below is an example of a user's rights with access to only modify time entries. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Time Tracker (Standard & Pro)

Define who has the right to see and edit someone's hour markings. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Daily summary by user (Standard & Pro)

This report shows how many hours each employee has worked for and towards which project as a daily summary
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project number and targeting information for electronic invoicing (Standard & Pro)

How to target invoicing and project numbers. Electronic invoicing
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

User rights: Editing time entries and moving them on to another project (Standard & Pro)

You can edit your own and others' inaccurate time entries.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Add a Project to the Sales Funnel (Standard & Pro)

By adding projects to your sales funnel (pipeline), you can start generating sales figures, tracking hours and expenses.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin Tools: Cover letters (Standard & Pro)

Adding and managing cover letters in cost estimates. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Project Category, Reporting Group and Project Type (Standard & Pro)

Three different ways of measuring and analysing your project sales, hours and invoicing
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to add a project manager for a project (Standard & Pro)

Define who is responsible for the project and make for example searching for projects easier.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Quick reports (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Fixing incorrect work hour balance by using the Work hours balance management tool (Standard & Pro)

If your work hour balance is off, the admin user can make changes in them in the settings tab. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Memo (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Define the default status for a new project and default methods for invoicing when project is set to on going (Standard & Pro)

How to change Default status for new project and default settings for invoicing methods
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Importing Projects (Standard & Pro)

How do I import project information to Taimer?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Resourcing: How to create a sub task (Standard & Pro)

It is possible to create smaller, daily sub tasks under a larger task
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Setting work hours balance to start from a specific date (Standard & Pro)

Here are a few important points regarding balancing work hours in Taimer. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Actual costs (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Scheduled payments and invoicing estimates (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Summary by work task (Standard & Pro)

This report shows hour summaries by work task
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project status (Standard & Pro)

Defining or changing the status of a project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project and sub-project defined (Standard & Pro)

How to manage and invoice sub-projects; resourced work phases, tracked hours and bills
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to define the invoicing status on the project card (Standard & Pro)

Invoicing data is given by the invoicing status attributes defined in the project information
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Create a new project (Standard & Pro)

Creating projects is the key in Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Order number / Reference number will be transferred on the invoice (Standard & Pro)

Define the reference number for sales invoices on the project card.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Time tracking to boost productivity (Standard & Pro)

Knowing how long it takes to complete a task or a project aids in overall project planning and the ultimate success of you business!
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Hour balance multiplier (Standard & Pro)

You can multiply the amount of your project hours.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to set allocated hours (Standard & Pro)

Define how many hours can be used towards a project and make resourcing more efficient.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Start and end dates (Standard & Pro)

Define the start and end dates for the project and your team.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to make specific Hour pricing (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: The project colour coding makes it easy for you to recognize projects in the calendar (Standard & Pro)

Define the project colours in the project's basic information and they will be visible in the calendar. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to Copy a project (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Resourcing (Standard & Pro)

This article explains about the resourcing module under a Project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Lost project (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago