DASHBOARD
Welcome back! Here's your overview.
HOURS THIS WEEK
Current week total
ACTIVE PROJECTS
Currently active
TEAM MEMBERS
Total employees
PENDING APPROVALS
Awaiting review
QUICK ACTIONS
Recent Timesheets
My Projects
Projects where you are lead or co-pilot
| Project | Client / Type | Lead / Co-pilot | Client Team | Budget / Hours | Cost / Utilization | Status |
|---|
Daily Timesheets
Today's Schedule
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| Date | Employee | Project | Activity Type | Hours | Deliverables | Description | Rating | Submitted | Status | Action |
|---|
Work Description
Leave Management
Request and manage time off, view balances, and track approvals
Request Leave
Leave History
| Employee | Type | From | To | Days | Reason | Advance Notice | Status | Request Date | Action |
|---|
Approve Leave Request
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Adjust if different from requested days
HR
People, employment records and assigned equipment.
Analytics & Reports
Comprehensive performance analytics
Analytics Dashboard
Employee-Wise Submissions
Project-Wise Analytics
Performance Charts
Hours by Employee
Hours by Project
Daily Hours Trend
Deliverables by Type
Activity Distribution
Overall Analytics
Average Hours per Employee
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Average Hours per Project
0
Average Deliverables per Day
0
Most Active Employee
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Most Active Project
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Completion Rate
0%
Submission Report
Shows when each employee submitted their timesheet for each day. Green = On time, Orange = Late, Gray = No submission.
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Equipment
View assets and equipment assigned to you
Assigned to Me
| Asset | Type | Serial No | Description | Assigned Date | Status |
|---|---|---|---|---|---|
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No Deliverables Assigned
You don't have any deliverables assigned to you yet.
Assigned Equipment
Track and manage equipment assigned to employees
Assign New Asset
Editing assignmentAssigned Assets
| Employee | Asset | Type | Serial No | Assigned | Status | Actions |
|---|---|---|---|---|---|---|
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Tasks
Manage recurring and one-time tasks for admin and office admin staff
Internal Office Tasks Only
Recurring tasks are for internal office management (e.g., invoice reviews, report submissions, admin duties). They are separate from timesheets and will not appear in:
- Project analytics or hours calculations
- Excel/PDF exports sent to clients
- Employee timesheet reports
| Task | Frequency | Assigned To | Next Due | Last Completed | Status | Actions |
|---|
Screen Capture Review
Review desktop companion screenshots uploaded by employees.
Settings
How your organization works in the app: projects, time tracking, company details and billing.
Projects
Every project with its client, people and budget. Workflow stages are the steps every deliverable moves through.
| Code | Name | Client | Type | Project Lead | Co-pilot | Client Team Member | Budget | Status | Actions |
|---|
Activity types
The kinds of work people pick when they log time. Billable types count toward billable hours in Analytics.
| Name | Description | Billable | Actions |
|---|
Seniority levels
Experience grades given to each person in HR. Planner rate cards price work by these levels.
| Level # | Name | Description | Actions |
|---|
Screen capture
How the Windows desktop app captures, uploads and keeps screenshots for signed-in people.
Capture settings
Controls the Windows desktop companion capture/upload behavior for signed-in employees.
Desktop app
Keep everyone on a current version of the Windows desktop app.
Required updates
When enabled, employees running an older version of the Windows desktop companion are blocked with a full-screen notice until they update to the latest published version.
Company
Your organization’s logo, business time zone, currency and timesheet defaults.
Company logo
Replaces the app name at the top of the screen for everyone in your organization. Any image works; it is resized automatically. A wide logo on a transparent background looks best.
Business timezone
Set the system-wide business timezone for all users. This affects late detection, edit windows, and timestamp display.
Current: Loading...
Timezone Test:
Used for hourly rates, budgets and costs across the app, and as the starting currency of new S-curve plans. Any currency can be chosen. Your subscription billing is not affected.
New timesheets will default to this start time. Users can still change it per entry.
Email notifications
Turn email on or off for the whole organization, or for each kind of email.
Email for this organization: On
One switch for every email this organization sends.
| Name | Sent when | Sent to | On/Off |
|---|
Billing & invoices
Your subscription, invoices and payments.
Current Plan
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Account Balance
$0.00
Billable Users
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Current Discount
None
Invoices
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Payment History
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Payment Instructions
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Feature requests & bugs
Everything sent with the “Submit Feature Request or Bug” button.
Billing Codes
| Code | Name | Actions |
|---|
Recurring Tasks
Manage periodic tasks for admin and office admin staff
Internal Office Tasks Only
Recurring tasks are for internal office management (e.g., invoice reviews, report submissions, admin duties). They are separate from timesheets and will not appear in:
- Project analytics or hours calculations
- Excel/PDF exports sent to clients
- Employee timesheet reports
| Task | Frequency | Assigned To | Next Due | Last Completed | Status | Actions |
|---|
Project Deliverables
Deliverables
Entries
Hours
Cost
Project Description
Add New Deliverable
AH, MA, Phase 2). Billing Code and Drawing Type are optional; leave either blank and add it later. Blank Difficulty defaults to 1. Older 4-column pastes and 5-column pastes with numeric Difficulty are still supported. This table shows new entries only; saved deliverables appear in the main table. Add Billing Code registers an unmapped code while preserving its independent Drawing Type. Deliverables are saved with Save All.
Click cells to edit.
| Client Document No * ? | OFI Document No ? | Description ? | Billing Code ? | Drawing Type ? | Difficulty ? | Notes ? | Tags ? | Actions |
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Client Doc No
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Description
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Billing Code
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Drawing Type
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Sub-project
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Deadline
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Entries
Hours
Planned
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Actions
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Work History:
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Action Items
| Date | Employee | Hours | Activity | Stages Marked | Description |
|---|
No Work History Found
No timesheet entries have been recorded for this deliverable yet.
Super Admin
Platform health, tenant status, and billing risk
TENANTS
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USERS
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MRR
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OPEN RISK
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HOURS
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PAYMENTS
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Tenant Directory
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| Tenant | Status | Plan | Users | Projects | Hours | Outstanding | Payments | Actions |
|---|---|---|---|---|---|---|---|---|
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Subscription Mix
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Recent Activity
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Feedback
Feature requests and bug reports from every tenant
Billing Administration
Manage subscriptions, invoices, and payments
Monthly Recurring Revenue
$0.00
Annual Recurring Revenue
$0.00
Active Subscriptions
0
Pending Payments
0
Recent Invoices
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Recent Payments
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All Subscriptions
| Tenant | Plan | Price/User | Discount | Seats | Status | Actions |
|---|---|---|---|---|---|---|
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All Invoices
| Invoice # | Tenant | Amount | Balance | Due Date | Status | Actions |
|---|---|---|---|---|---|---|
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Pending Payments to Confirm
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All Payments
| Tenant | Invoice | Amount | Method | Reference | Date | Status |
|---|---|---|---|---|---|---|
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Billing Settings
Billing Reports
Aging Report
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Collections Summary
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Revenue Analytics
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Churn Analysis
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Subscription Plans
| Name | Code | Price | Billing | Active Subs | Status | Actions |
|---|---|---|---|---|---|---|
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My Profile
Manage your account settings and preferences
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email@example.com
User
Profile
How you appear to your team.
Security
Change the password you sign in with.
Enter your new password twice to change it.
Notifications
Choose which emails you get. Some are needed for your account and stay on.
Your organization has turned off all email, except password and invitation emails.
Display & region
Your time zone, language and how the app looks.
Appearance
Choose a visual theme for the application. Your selection is saved locally per browser.
Activity
What you have done recently in the app.
Subscription & Billing
Super Admin: Select Tenant
As a super admin, select a tenant to view their subscription details.
Current Plan
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Loading plan details...
Trial ends: N/A
Active Users
0
Active Projects
0
Member Since
N/A
Available Plans
Free
$0/month
- ✓ Up to 5 users
- ✓ 3 active projects
- ✓ Basic analytics
- ✗ Email reminders
Standard
$15/user/mo
- ✓ Up to 25 users
- ✓ Unlimited projects
- ✓ Advanced analytics
- ✓ Email reminders
Premium
$25/user/mo
- ✓ Unlimited users
- ✓ Everything in Standard
- ✓ Priority support
- ✓ API access
Enterprise
Custom
- ✓ Everything in Premium
- ✓ Custom integrations
- ✓ SSO & security
- ✓ Dedicated support
Approaching Plan Limits
You're approaching your plan limits. Consider upgrading to continue growing.
Billing History
No billing history available
Invoices will appear here once you upgrade to a paid plan
You have view-only access. Contact an admin to make changes to the subscription.
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