Quick start guide

Step 1 Fill in Basics.
⁠Make sure you have activities, average hourly rate, average hourly cost and hours per day. The rest can wait. Read more about basics here.

Step 2 ⁠Create your first project. ⁠
⁠Set your total project budget. Read more about projects here.

⁠Step 3 Make an income plan.
⁠In the project list decide which month you want the income to belong too, based on your project budget.

Step 4: Create your employees.
⁠Don’t worry, when you fill out an email address, there will be no invitation sent yet. 

Check Roughly Now, and you can now see that there is income and costs in your “rough” P&L. Add more projects and more employees to get the complete view. 

To calibrate your costs - go back to Basics. 

Help articles

Getting Started
Quick Start Guide⁠Set up Basics⁠Creating ProjectsCreating your income planCreating employees
Basics
Set up BasicsSetting up activitiesHow are groups usedHow are guilds usedHow are tags used
Projects
⁠Creating ProjectsWhy are there no Activities on a project?⁠How is the profit margin of the project calculated?Setting up project tagsInternal projectsHow are project expenses distributed in time?
Planning
Shortcut for planning multiple weeksMoving hoursHow is available time calculated?
Employees
Creating employeesWhat do different access levels see?How do I invite a new employee?How do I remove employees?How do I change enrollment?
Latest releases
26/9 Planning per activity14/9 Searchable project list7/9 Tags in Excel, PL column, and passwords2/6 Invoice rows and order number26/5 E-invoices and moreQuick guide to a new year

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