Ways to use Intervals:
Intervals for Non Client Related Projects

1. •  
     CommentAuthorMichael
   • CommentTimeJun 4th 2006 edited

    
   We use Intervals to not only track client related billable work, but for our internal projects.
   
   For example, we have these projects:
   
   Pelago Sales
   - bids
   - invoices & billing
   
   Pelago IT
   - desktops
   - servers
   - ISP
   
   We use the Sales project to keep track of how long bids take and to see what % of our total time needs to be spent in that arena. We also use it to keep tabs on who we need to bill and when.
   
   Pelago IT was an eye opener when we first started tracking our IT time. We view IT as not just "desktops and keep everyone working", but as leverage to make sure we're staying current with upcoming trends. It's almost an R&D project for us and we can see how much time is need to support us vs. keep us current. We spend a lot more time here that we thought we did.
2. • CommentAuthorFIVE10
   • CommentTimeFeb 6th 2008

    
   I know this is an old post, but could you elaborate a bit? Or update us to your refined processes?
   
   The Pelago Sales project...are YOU the "client"? How do you keep track of bids and client development of multiple prospects?
3. •  
     CommentAuthorMichael
   • CommentTimeFeb 24th 2008 edited

    
   Correct...we have "Pelago" as a client. We also have "Intervals" as a client to track our Intervals related time and tasks. Here are the current internal projects we have active:
   
   Pelago
   

   
   
   • Pelago General
   
   
   • Pelago Ed y Training
   
   
   • Pelago IT
   
   
   • Pelago Master Plan
   
   
   • Pelago Sales
   
   
   • Pelago Sidecar
   
   
   • Pelago Ubuntu for Kids
   
   
   • Pelago Website
   
   

   
   
   Intervals
   

   
   
   • Intervals Brochure Site
   
   
   • Intervals Development
   
   
   • Intervals Marketing
   
   
   • Intervals Support
   
   

   
   
   Regarding the bid process Intervals isn't really meant to be a CRM system, but it works well enough for our needs. We setup each new lead as a task. Then we keep track of conversations, next steps, and attach our bids to the task. We also keep our sales related template documents attached to the Pelago Sales project. For example, our maintenance contract and time & materials contract are both attached to the project.
   
   Also, here are the work types we use for the Pelago sales project:
   - Admin
   - Meeting
   - Research
   - Sales
   - Travel
   
   Most of the time for this project goes into the "Sales" work type.
   
   Hope it helps....
   
   -Michael
4. • CommentAuthorjnhearne
   • CommentTimeFeb 25th 2008

    
   Yeah I did this and it has been a real help to keep track of everything that is internal.