Get the Most Out of TimeSuite
Tailored Setup, Customization & Ongoing Support
When you choose TimeSuite, you're not just getting powerful software-you're getting a team that work with you to ensure the system dynamically conforms to your operations. TimeSuite's modern relational architecture provides for continuous improvements to workflows, now and in the future. Imagine a system with none of the rigid limitations that come with modules. Additional instructional videos are here to support you every step of the way.
Customizing Kanban Board for a View
Learn how to personalize your Kanban board layout to match the way your team works, giving you more visibility and control over your project flow.
Report Writer - Formatting Amounts
See how to format financial and numerical data within the Report Writer to ensure clarity and consistency in your reporting.
Report Writer - Add Data Collections
Discover how to bring in additional data sets to enhance your reports with more detailed insights and better customization.
Report Writer - Adding a Field from Dropdown Data
This video shows you how to pull dropdown values into your reports, helping you organize and display specific project or client details.
Job, Budget, SOV, PO, AP Invoice, Progress Billing
Walk through the interconnected process of managing jobs, tracking budgets, generating SOVs, issuing POs, handling AP invoices, and running progress billings—all in one seamless workflow.
Importing and Exporting Views
Easily move custom views between projects or users by learning how to import and export saved configurations.
Percentage of Completion Method of Accounting
Get a clear overview of how TimeSuite supports this accounting method to accurately recognize revenue and costs throughout the project lifecycle.
Importing and Exporting Forms and Reports
Watch how to share and reuse custom-built forms and reports across your organization with simple import/export tools.