Pending Timesheet Approvals
No timesheets waiting on you right now.
✦
Timesheets
Your weeks + approval queue
Approval Queue
| Consultant | Week | Hours | Status | |
|---|
Nothing submitted right now.
My Weeks
Programs
Rollup of projects under a client
No programs yet.
Teams
Reusable staffing rosters
No teams yet.
| File | Project | Client | Shared | Uploaded | |
|---|
No deliverables uploaded yet.
Offerings Library
Master catalog
Import Offering into a Project
| Date | Project | Category | Description | Amount | Billable | Status | |
|---|
No expenses logged yet.
| Invoice # | Client | Status | Total | Paid | Due | |
|---|
No invoices yet.
Reports & Insights
Reminders, performance reporting, anomaly flags — computed live from current data
🤖 AI Summary
Click "Generate Summary" for a plain-English read of the data below.
⚠️ Needs Attention
Nothing needs attention right now.
This Month
Utilization — this month
| Consultant | Billable Hours | Total Hours | Utilization |
|---|
No logged time this month yet.
Project Margin — lifetime
| Project | Revenue Invoiced | Labor + Expense Cost | Margin |
|---|
No invoiced projects yet.
🔎 Anomalies
No anomalies detected.
Settings
Org-wide configuration — super admin only
Tax
Applied automatically to every invoice generated after this is saved. Existing invoices are unaffected.
Data Retention (GDPR)
Leave blank to disable purging for that category. Operational = draft/rejected time entries. Financial = fully paid, closed invoices.
Runs a one-off purge now using the saved thresholds above. Nothing is scheduled automatically yet.