Glossary

Client

An organization or entity associated with projects, billing, communication, and permissions.

Project

The central EVX Software structure used to organize work, financial information, documents, tasks, time, expenses, invoices, and reporting.

Proposal

A project record in a pre-active stage. When work is awarded, the same record can be updated instead of duplicated.

Dimension

A configurable structure used to organize, filter, relate, and secure information. Examples include Clients, Projects, Labor Categories, Project Managers, Workspaces, Sites, or custom dimensions.

Object

A record stored in EVX Software, such as a task, document, invoice, expense, contact, note, email, or link.

Classification

The relationship between an object and one or more dimension members.

Labor category

A classification of work used for planning, rates, reporting, billing, and cost analysis.

Rate schedule

A price list or billing schedule used to determine applicable rates for a project or contract.

Task template

A reusable task structure used to create repeatable work plans.

Project template

A reusable project setup that can instantiate task templates and workflows.

Billing client

The client or entity responsible for paying an invoice, which may differ from or extend the project’s main client when split billing is used.

Worked time

Time recorded by users against tasks, projects, or other work contexts.

Budgeted expense

An expected expense planned for a project.

Actual expense

An incurred expense recorded against a project.