Project Operations System Guide

Project work lives or dies on whether you know what it cost and what it earned. This guide covers how Mantle runs projects from start to finish: you set up your hourly rates, create a project, organise the work, log the hours your people spend, bill that time to your customers, and record the money in and out. The profit, the unbilled work, and the budget comparison then assemble themselves from what you have recorded, without you keying a figure twice.

This guide is for the business owner who runs project work and needs to see what each piece of it is worth, for the people doing the work who log their hours and tasks, and for the bookkeeper or accountant who needs to know how Mantle handles time, billing, and project costing: where the controls are, what each action does to your books, and what Mantle works out for you.

What's inside

• Setting up hourly rates, pairing what you charge for a kind of work with what it costs, the foundation for costing and billing time.
• Creating and managing projects: the register, budgets, the people on a project and what each can do, and archiving.
• Organising the work into task groups and a board, with personal task and timesheet views for the people doing it.
• Logging time, and the journey every logged hour takes from unbilled to accounted for.
• Billing time to customers, one project at a time or many at once with mass billing.
• Accounting for non-billable time: explaining write-offs and offsetting hours you will not invoice.
• Recording income and expenses against a project, directly or from an existing invoice, payment, or credit note.
• The automatic project timeline, discussions, comments, and files that keep the context with the work.
• Reading project performance: revenue, cost, profit, work in progress, recovery rate, and budget variance, plus cross-project reports, a permissions reference, and a glossary.

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