13 docs tagged with "how-to"

Control which roles can open Absence Management, manage settings, create blocked periods, and submit requests for others.

Set up periods where selected users or roles are not allowed to request holidays.

Learn how to create a CapEx, OpEx, or Service Revenue budget for a project in Compass.

Learn how to submit a trip request with traveler details, projects, travel dates, estimated costs, and budget allocation.

Create an invoice from Open Items or the manual wizard, review its lines, and move it through issue, send, and payment steps.

Review budgetless time and trip costs, decide whether they are billable, and add ready costs to a COMPASS invoice.

How to bulk-import Task Catalog Items into a catalog or tasks directly into a project using the Excel import template in Compass.

Learn how to record desk or travel time and allocate its calculated cost to a project Budget Item.

Set up allocation rules, Service Revenue settlement, invoice basis, and Billing Profiles before project work is invoiced.

Review billing decisions and outstanding Service Revenue by budget or individual item before creating a COMPASS invoice.

Learn how to sign up for COMPASS from an invitation email or access code.

Learn how to submit COMPASS change requests, bug reports, and work requests through the customer portal.

A step-by-step playbook for verifying that tasks generated from a Task Catalog are complete, correct, and ready for a live project.