Replies posted by CassandraH

2 Replies

Coral
Superstar
CoralSuperstar
asked in Ask a Peer

Time and Budgets

Hi Coral,We input a budget as a part of our precommencement tasks in each work item. Before the work can begin, the accountants tell us how much time they believe the job will take and we input it into a spreadsheet based on our average percentage of time for each staff member.  From there we input it into the budget section of the work item.This has been extremely useful for us in our first year of using Karbon as we now have fantastic visibility across which clients take more time than we initially thought, and which clients tend to be super efficient and we've been able to adjust our billing and capacity planning accordingly.I hope this helps!Cas

5
Gary Wood
Rising Star
2 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Ask a Peer

Question for everyone: Have you used the new Time & Budgets feature? If so, what's your experience been like?

We've been using Time & Budgets since it rolled out.  It's meant we have stopped using XPM altogether which is brilliant.I love the time entry suggestions and I love how easy it is to enter time in from a work item or from the time module.We do find a little frustration in the character limit for the notes though.  Our accountants like to use the time entries as fee narrations and they've been unable to complete their time entry notes as thoroughly as they would like meaning some double-entry in terms of our invoicing process.Overall, time and budgets has been an excellent addition to Karbon for us though, and we look forward to seeing it evolve.

6
max
Sr. Karbon Community Guide
3 years ago

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