Who can log into this app, and with what access level.
Email
Role
Status
Added
Masters
Reference lists used across projects and team records.
Customers
Name
Type
Location
Total Deal
Status
Technology list
Name
Chapters
Status
Roles
Name
Status
Designations
Name
Status
Organizations
Which group company's resources execute/deliver a project — set per project on the Project form. Separate from Owner (who owns the sales relationship).
Name
Status
Chapters
Used on the Project form's Chapters field. Separate from the Technology master's own Chapters tagging, which stays as its own fixed list.
Name
Status
Rate calc templates
Open positions
Role
Technology
Project
Headcount
Needed by
Status
FX rates (1 AUD = ? INR)
Month
From
To
Rate
Team member leave, by month
Leave days reduce revenue on T&M projects only, for that resource's billable time that month. Cost/CTC is unaffected (paid leave).
Saved ✓
Team Member
Project
Month
Leave Days
Notes
Reports
Excel reports for portfolio-wide review over a chosen period.
Monthly Revenue (cash flow) — AUD
Project-by-project revenue per month in AUD, so you can see how cash flow looks over time. Defaults to the current financial year (Apr–Mar).
No revenue found for the selected filters/period.
⚠ Some figures may be incomplete — an FX rate is missing for one or more months in this range. Add it under Masters → FX Rates.
Cash flow over months (revenue, AUD)
Cash flow & cost per month (AUD)
Allocation by resource, by project, by month
One row per resource + project, with that pair's allocation % for each month in the period.
