Headquarters / Use cases
Review effort and spending with the work in view.
For operations, finance, and project leads
An operations review needs several kinds of evidence: the work the team completed, the effort recorded against projects, the employee working time, and the expenses associated with running the company. Project leads explain delivery; authorized finance colleagues maintain costs and budgets; operations brings those views into the planning discussion.
Headquarters supports these roles with Project Management, Time Tracker, employee costs, expense records, budgets, and cost analytics. Access to financial information follows the organization’s product and role permissions.
A supported operational review
Record the work
Contributors keep task descriptions and project allocations useful, and end person work sessions when the working day is complete.
Maintain cost context
Authorized colleagues maintain employee cost and expense records and the budgets used for planning.
Choose a consistent period
Review finalized project time, employee working-time context, and finance records for the intended date range and currency.
Inform the next plan
Use cost analytics and budget information alongside delivery progress to discuss resource allocation and the next increment.
Example: a monthly service improvement review
A project lead reviews stopped time entries for the service-improvement project. A finance colleague reviews employee cost records, relevant expenses, and budget information for the same month. Operations checks the completed tickets and asks which work should continue next month.
If a contributor ran allocations for two projects together, summed project time can exceed elapsed person time. The team uses project allocations to discuss effort by project and the person session’s active clock for employee labor context. The example makes that reporting distinction explicit.
Prepare the records before interpreting the figures
Grant the relevant Finance view and management permissions to the people responsible for maintaining records. Check cost configuration, date range, currency, and the meaning of each total before comparing reports.
Budgets express the team’s spending plan. Analytics supports the review with cost breakdowns; the team decides how that evidence changes its delivery and resource choices.
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