Video Library
All videos created by Factor to assist with understanding or using the app in your business.
Time
- Logging Time and Viewing Assignments
- Adjusting Time Entry View Preferences for Your Firm
- Reviewing and Submitting Timesheets
- Setting Up Time Periods and Reviewing Timesheets
- Logging Time for Other People
- Limiting Users to Enter Time Only to Assigned Projects
- Migrating to the New, Grid-Based Weekly Entry View from the Classic Time Entry View
- How to Require Descriptions on Time Entries
Invoicing
- Creating Invoices in Factor
- Tracking Employee Expenses and Reimbursement
- Tracking Budgeted Project Expenses and Pay-When-Paid
- Tracking Retainers, Deposits, and Credits as Adjustment Types
- How to Request a Custom Invoice Email Template
- How to Batch Print Multiple Draft or Finalized Invoices
- How to View Attachments for Expenses Without Opening the Expense
- How to Categorize Billing Phases for Scheduling and Invoicing
- Billing the Full Budget of Hourly Phases
The Pulse
- The Pulse Budget Dashboard
- The Pulse Hours Dashboard
- The Pulse Profit Dashboard
- View and Edit Tasks on the Pulse Timeline
Projects
- Adding a Project
- Deleting a Project
- Project Budgeting Basics
- Budgeting for Subconsultants and Expenses
- Turning a Project into a Template
- Duplicating a Project Template
- Quick Search for Clients and Projects
- Copying Phases, Child Phases, and Budget Amounts
- Setting Project Status
- Closing and Re-Opening Projects
- What is the Message Center?
- Tracking Earned Value as Percent Complete
- Adding Custom Project Fields for Classification
CRM
- CRM Contact Management
- Setup, Add, and Track Opportunities
- Find and Modify Contacts
- Linking Opportunities and Projects
QuickBooks Integration
Settings
- Paid Time Off (PTO) and Holiday Setup
- Setting Up Lists
- Adding New Users to Factor
- Modifying and Removing Users
- Setting Up Team Cost for Project Profitability
- Setting Up Team Capacity and Utilization Targets to Forecast and Schedule
Schedule
- Project Scheduling
- The Resource Scheduler
- Task Management
- Quickly Schedule Projects by Anchoring Phases, Milestones, and Tasks
- Using the Resource Scheduler to Show/Hide Projects
- Shortcut Between People and Projects on the Resource Scheduler
- Setting Up Team Capacity and Utilization Targets to Forecast and Schedule
- Schedule Resources at the Phase Level