Next steps by role

Whatever the size of your firm, you may play more than one role. This page groups the documentation by role, so you can go straight to the pages that match your work. If you have several roles, use each list that applies.

Field and technical staff

Pages on completing your tasks, recording time and expenses, and keeping project files.

1. Assigning and completing tasks
2. Tracking time in tasks
3. Weekly View Matrix
4. Submitting time
5. Adding actual expenses
6. Documents

Project managers

Pages on setting up projects, planning the work, and following budgets and schedules.

1. Projects
2. Projects vs. proposals
3. Project templates
4. Creating tasks
5. Gantt chart
6. Budgeted vs. actual expenses
7. Budget control report

Billing and accounting staff

Pages on rates, expense approval, invoices, and payments.

1. Billing and cost rates
2. Submitting and approving expenses
3. Invoicing overview
4. Generating invoices
5. Editing and sending invoices
6. Payments and invoice status
7. Invoicing history

Principals and managers

Pages on dashboards and the reports that show performance across projects.

1. Overview module and dashboard
2. Reporting overview
3. Utilization report
4. Budget status report
5. Forecasting and forecast vs. actuals

Administrators

Pages on setting up EVX Software for your firm and managing users, permissions, and settings.

1. Administration overview
2. Activating modules
3. Users
4. Permissions and access control
5. Rate schedules
6. Custom properties, forms, and object subtypes