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Lists

Ongoing
The Archive
Change the name code for a client
Verify that the Customer and Project is linked to Fortnox

Basics

Basics Introduction

Project Home

Overview
Project Settings
Planning
Employee Time
Offers
Control

Planning

Planning Introduction
Add Planning & Absence
Colors in Planning

Invoicing & Accounting

Setting up Fortnox
Syncing Clients & Projects with Fortnox
Exporting Vouchers to Fortnox
Create Invoice
Invoice Status
Cancel, Credit & Copy Invoice

Co-workers

Add & Invite new Co-workers
Remove Co-workers
Planning Level and Work hours

What have i done?

Time Reporting

Tips & Tricks

Add Roughly Right to dock (Mac)
How can I view other employees’ reported time on a weekly basis?

Reports and Analysis

Time is Money
Roughly Now

Ongoing (Project List)

What: In Ongoing all active projects are listed and you see how the revenue has been recognized and forecasted. The agency total appears at the bottom of the page. If you switch to the Invoicing tab, you get an overview of how much you have invoiced a client or on a project each month. The total of invoiced value and sent value is at the bottom of the page. 

This might help if you are wondering:

  • How to organize the ongoing view
  • How to revenue plan for a project

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Organize the ongoing view:

Note: The filter stays active until changed.

Revenue plan for a project: