Track and Report on Consultant Teams

We are introducing a brand new feature allowing you to track and report on consultant teams. This module will become incredibly handy for performance reviews, future project forecasting and many more. There are millions of ways to utilise it and the use of it you make will solely depend on your needs.

Employee and team segmentation is designed to make team management easier, improve visibility and continuously drive better performance metrics. It is also supposed to act as an analytics tool, giving more flexibility in your reporting. Whether it's for internal auditing or client work, the module offers a new way to process your data.

How to Set It Up

To set up your list of consultant teams, head to Settings > Lists > Consultant Teams, and click Create to add a new team. Once you have the teams created, you can allocate them to the consultants. To do that, go to the Administrators page. Hit edit on the consultant you want to add to the group. Then, set the team in the Consultant Team dropdown. 

Once a consultant is set as a placement owner or part of the placement commission splits, you can include their teams in your time and cost reports. Similarly to the rest of our reporting system, you can create your own templates using a drag-and-drop interface. When creating a group, you can add information such as Invoice accounting code and Self-billing accounting code. There is no limit on how many teams can be created.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.