1
Click Insights
It opens a ring of Hours this month by project, with a list beside it. The card also covers what nobody attributed. Click it again to close it.
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Find a project and read its hours
Do this to see where hours went. Open app.bpmsquare.com/wfm/projects. Hours are attributed from punches.
2
Search the list
Search by name, job number or ID.
3
Choose a status
Planned, Active, On hold, Completed or Cancelled. Then click Filter.
4
Click a project's name
The list shows ID, Project, Account, Job no., Status, Start, End, Budget hrs and Hours. A project with sub-projects says how many.
5
Pick a period
This month, Last 90 days or Last 12 months. The page shows hours worked including sub-projects, the number of people, and the share of the budget used.
Add a project and set it up
Do this when a new job starts. The name is the only thing needed to create a project; its ID is assigned for you.
1
Click + New Project
It opens a short form called New project.
2
Type the Project name
For example Pump room fit-out. Status starts as Active, which means it is collecting hours now. For account is optional; it is needed to bill the hours.
3
Click + Add dates, budget or a contract number
It adds Runs from, Until, Budget hours, Contract / PO number and Bill rate per hour.
4
Click Create project
Above it sits Where its hours come from. Cancel leaves without creating anything.
5
Open the project and click Details
The same fields are on the project's Details tab, next to Overview, Billing and Activity. + Create sub-project is here too.
6
Set the Budget hours
Only punches inside the dates count toward the project. The budget is what the percentage on the project page is measured against.
7
Set the Bill rate per hour
Leave it empty and the project uses the workspace rate.
8
Open Where its hours come from
Nobody has to pick a project when they punch. Hours are worked out in four steps: the roster, People, Shifts, then Sites. First match wins.
9
Click Save changes
If two projects match at one step, the hours stay unassigned. They show on the Projects screen so you can settle them on the roster.
Bill a project's hours
Do this once the hours are in. The project needs an account, because the customer is needed to bill its hours.
1
Click the project's name
Open the project from the Projects list.
2
Open the Billing tab
The card is called Bill hours. It says how many invoices were made from this project.
3
Click Bill a period
It starts an invoice for a period of hours. This guide does not click it.
4
Click the invoice number
Each invoice made from the project is listed with Period, On, Hours, Amount and Status. The number opens the invoice.
