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Main entities and their relationships


Companies

They can be either your customers or your own organization.
If your organization is divided in multiple entities, you can add a company for each branch.

Main company

If your organization is divided in multiple companies.
The Main company is one of them, and is used to find: tasks, absences, billing rates common to all companies if needed.
It is described below with more details.

Unless you asked us to change it it is available at https://yourAccount.beebole-apps.com#company-3

If your organization has a single company it is the Main Company and there is nothing special about it.

Projects

You can divide the work you do for your customers in projects with Projects.
You can limit the access to a project to some of your staff using Exclusive Members

You can set internal projects to a company of your organization as well.

Sub projects

You can divide a project in smaller parts using Subprojects.

People

The people working for your organization are linked with Active people
You can setup an organizational structure with Team

This will impact what these manager can see in Approval and their Reports

Active people can fill a timesheet and are part of the counter for the subscription.

People can have a Standard cost you can use to evaluate your profitability.

Tasks

Tasks can be added to your company or its branches using Tasks

Absences

Absence can be added to your company or its branches using Absences


When people enter their timesheet...

The timesheet will look for a Billing methods in that order:

  1. the project
  2. the project's company
  3. the company of the employee filling her timesheet
  4. the employee
  5. the main company
  6. unbillable
The first billing rate found is applied to the hours.


There are some settings that will apply too


They will be taken in the following order:
  1. the company of the employee filling her timesheet
  2. the main company

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