Project management

What are deliverables?

Explains the basics of deliverables in VOGSY.

How do I assign staff to a project?

Explains how teams work in VOGSY.

How do I set up project permissions?

Explains all of the roles and permissions that are available in VOGSY.

How do I prevent employees from submitting hours against a project?

Closing a project will prevent employees from submitting time against it. This topic explains how to close a project.

Why can’t I close this project?

This topic explains how to determine why you can’t close a project.

What do the deliverable indicators tell me?

A deliverable shows three gauges that help you to quickly see if the deliverable is progressing according to plan. It also shows planned income for the deliverable and how much of that is has been invoiced. This topic goes into more detail about the gauges.

How do I set up milestones?

Explains about milestones and how to set one up in VOGSY.

How do I create a project that has both fixed and time & materials deliverables?]

A project can contain a mix of deliverable types. The deliverable type is based on the invoice method, which is set when creating the deliverable.

Is it possible to onboard existing projects that started in the past and are still running?

Yes, and this topic goes into detail about how import pre-VOGSY projects into VOGSY.

How do I delete a deliverable?

Explains how to delete a deliverable.

How do I delete a project?

Explains how to delete a project.

What is best practice to create a project that is very similar to a current project?

The best practice is to duplicate the current project, and this topic explains how.

How do I set up an project budget?

Explains how to set up a project budget. Note that in VOGSY, a budget is called a calculation.

What do cost rate and sales rate mean when setting up billable activities?

Explains the meanings of cost rate and sales rate.

How are actual costs on a project determined?

Explains how VOGSY calculates a project’s actual costs.

How are the actual sales calculated?

Explains how VOGSY calculates a project’s actual sales.

How is the project margin determined?

Explains how VOGSY calculates a project’s margin.

How do I create a organization?

Explains how to create an organization.

What is an activity?

Explains what an activity is.

What do the deliverable indicators tell me?

A deliverable shows three gauges that help you to quickly see if the deliverable is progressing according to plan. It also shows planned income for the deliverable and how much of that is has been invoiced. This topic goes into more detail about the gauges.

What do the project weather icons tell me?

Explains how to use the weather icons that display on a project to understand the overall health of a project.