Track and Report on Consultant Teams

We are introducing a brand new feature that allows you to track and report on consultant teams. This module will be incredibly handy for performance reviews, future project forecasting, and more. There are countless ways to utilise it, and how you choose to use it will solely depend on your needs.

Employee and team segmentation aims to simplify team management, enhance visibility, and consistently drive improved performance metrics. It is also intended to serve as an analytics tool, providing greater flexibility in your reporting. Whether for internal auditing or client work, the module presents a new approach to processing your data.

How to Set It Up

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

Once a consultant is designated as a placement owner or is included in the placement commission splits, you can incorporate their teams into your time and cost reports. Like the rest of our reporting system, you can create your own templates using a drag-and-drop interface. When forming a group, you can add information such as Invoice accounting code and Self-billing accounting code. There is no limit to the number of teams that 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.