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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 & billingPelago IT- desktops- servers- ISPWe 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.
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?
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
Today we received a support request asking which modules we use for internal projects. Here are a few examples of what we use for internal projects that might be helpful:Pelago General (project)Modules used:- Dev Con (weekly dev meetings)- Equipment & Supplies - Fun Police (recreational activities, etc. et al)- General - HR - Subcontractors- Timesheet Approvals- Weekly Goals (weekly goals meetings)Pelago Ed y Training (project) Modules Used:- Certifications - Coursework - General - Self Taught (books, personal sidecar, etc.) - Seminars (specialized training, speakers, etc.) Pelago IT (project)Modules Used:- Backup - Desktop - Exchange - File Server - NAS - General - Hosting / Sys Admin - Linux Dev Servers - Router - Windows DevIt really comes down to how you want to report on hours, how much granularity you want, and what makes managing your tasks most efficient. Since modules can be used to group tasks that might help explain the Pelago IT modules we use.
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