Template
TT iota - Beta1
Project management base, with time tracking, milestones, and invoicing modules.
Industry:
n/a
Function:
Sales & CRM
Modes
-Client -> Everything is filtered to the specific client giving them access to live project overview-type data. They also have the ability to create new milestones and edit pending ones.
-User -> Everything is filtered based on the projects and phases that user is assigned to. They only see the data associated with the projects they need to - nothing more. They can see more aspects of the app, but very little can be done.
-Admin ->Full access to everything that follows:
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This app features a 4-layer project management database that includes the following layers: clients, projects, phases, and milestones. To increase the granularity of the data collected, this app also includes a Time tracking feature; this includes a fifth layer of time logs.
There are two different time taking modes:
1) Live - this is where when you make a new record the time equals the time that you are creating it. You use this mode when you're collecting time records as you're doing whatever.
2) Ongoing - this is where your time logs start from the last one you entered, then you tell it how long you did that task. You use this mode when you're simply entering a record, will records, of what you have done already. This is also a good way to populate with sample data.
Cascading Task Collection
Both of these modes feature cascading task collection, this is where you create an ongoing stream of tasks, and instead of closing each one you just keep creating new task logs till you get done with your task, then you create a stop record. This is much easier in flow, and it's less intrusive when trying to collect the data. Each record contains a link to the one before and after it, and it pulls in all the relevant data that it needs to know in order to correctly collect the data with as minimal input from the user.
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Milestones
The fourth layer of the app is the milestone layer; these can be thought of as the individual pieces of a project phase that must be completed in order to complete that phase. (Objectives, tasks, to-dos, requests, etc.)
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Invoicing
This app also features the invoicing module. The invoicing module allows you to create invoices, including line items, as well as notes for the invoice and each line item individually, and to tie logs from the time tracker portion two individual line items. This allows for easy record-keeping of what's included where, as well as simple generation. Now I don't have to do any math, I just go through the process and Tack on all of the logs that I want to include in my invoice.
Alternatively, you can just assign an entire Phase to an invoice line item.
The invoicing module includes a template output, that can be sent to your clients. This template includes a PayPal.Me link, which will allow your clients to pay you instantly through PayPal.
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More... but this is already crazy long. ;)
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Also see:
tablet mode & fullscreen mode
How we built this app
This app is the product of half a decade of evolution; it started as a simple time-tracking app (TT-α), and slowly over the years I've added more and more functionality. It's largely due for an overhaul, and the only reason I'm releasing it is because a better version is already in the works.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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