As part of the initial set-up, it is possible to monitor work and activities for all selected projects or service lines. Therefore, depending on the nature of the business and the importance of such reports, the client chooses whether to manage detailed projects or general service lines.
Examples of the client who chooses to manage detailed projects in the program:
If the activity performed by the User is of the project type, i.e. he does the work for the Clients on a project basis, then a list of all projects can be entered, so that in the analysis all projects are monitored in terms of costs, employees and activities performed within each project.
Examples of the client who chooses to manage service lines in the program:
The law office provides services in several areas of law: Labor Law, Business Law, Intellectual Property, Competition Law, Civil Law. For this type of business, it may be justified to enter each branch of law as a separate Service Line, within which, later in the analysis, you will have insight into all activities by service lines, employees, customers, and costs incurred by each service line.
For example, an audit or consulting firm may have service lines: audit, accounting, financial consulting, tax consulting, payroll.