34 docs tagged with "feature"

Learn how Absence Management tracks holidays, carryover, days in lieu, sick leave, approvals, and staff availability.

Use the Absence Management dashboard to review holiday balances, open approvals, and the absence calendar.

Create and review holiday, carryover, days-in-lieu, sick leave, and special absence requests.

Set department-wide rules for holidays, carryover, days in lieu, sick notes, and approval routing.

Learn how to review and maintain Actual Cost entries inside a Finance Financial Plan without confusing them with Budget Item actuals.

Understand how timesheets, trips, project expenses, and manual adjustments create internal actual-cost entries against Budget Items.

How to control which tasks get created for a project and when — using Applicability Rules to filter by project properties and Creation Rules to time task appearance.

Learn how COMPASS turns project work, travel, and approved Service Revenue budgets into invoices and payment records.

Manage workspace-specific invoice fields that capture information not covered by the standard Billing form.

Use the Billing Dashboard to monitor invoice volume, billed amounts, unpaid balances, and invoice records across the workspace.

Learn how Billing Profiles keep an invoice recipient and currency together for Service Revenue budgets and invoices.

Learn how Budget Blueprints save the standard setup for one budget so new project budgets can be created faster and more consistently.

Learn how Budget Catalog Items define the reusable lines, calculations, procurement details, and rules inside a Budget Catalog.

Learn how Budget Catalogs act as reusable, rule-based templates for generating project budgets in Compass.

Learn how Budget Presets create several project budgets at once from saved Budget Blueprints.

Use the Invoices list, understand invoice statuses, review payment history, and see how drafts reserve billable work.

Learn how eligible actual-cost work becomes a separate receivable record and moves from open to reserved, invoiced, or void.

How Major Milestones work in Compass — defining project checkpoints with date ranges, tracking progress from related tasks, date containment logic, and nested milestone hierarchies.

Control which Compass modules users can access based on their roles.

Learn how Project Blueprints standardize projects, including cost allocation policies for time and travel.

Review a project's trips, travel totals, and the cost allocation settings inherited from its Project Blueprint.

How to use Task Matrices to automatically adjust task details — duration, assignees, subtasks, resources, and more — based on project properties like brand, region, or any custom field.

Learn how to read, edit, lock, version, and track actuals on a single project budget in Compass.

Learn how to review one trip, understand trip statuses, enter actual costs, and follow the approval workflow.

How task completion approvals work in Compass — enabling approval workflows, choosing approvers, the submission and review process, and what happens when a request is rejected.

Everything you can configure on a Task Catalog Item — what it is, how to control which projects it applies to, how dates are calculated, who gets assigned, and more.

How to configure the Task module for your workspace — priority levels, custom fields, and feedback settings.

How Compass task management works — smart task catalogs that generate tailored, dated, and assigned task lists for every project automatically.

How to switch between List View, Gantt View, and Kanban View in the Compass task dashboard — and how to configure the Gantt grouping and time scale.

Learn how to read, filter, group, and export allocated and unallocated time entries on the dashboard.

Learn how the Trips module tracks travel requests, approvals, costs, budgets, reports, and project travel activity.

Set up trip approvals, cost tracking, custom fields, user overrides, and role permissions for the Trips module.

Override absence rules for one employee, including contract details, work schedule, location, allowance, and approvers.

How to use the Task Dashboard to find and manage tasks across projects, and how to work inside a single task — notes, subtasks, files, flags, reminders, and feedback.