Landing page: Using VOGSY

For all project team members

• How to use your VOGSY home screen
• How to work with tasks in VOGSY
• How to track time using VOGSY timesheets
• How to file expenses in VOGSY
• How to use your personal planning view in VOGSY

• How to request and track leave in VOGSY
• How to instant message in VOGSY using conversations

Managing leads and opportunities

• How to manage leads in VOGSY
• How to create an opportunity in VOGSY
• How to progress an opportunity through the sales stages in VOGSY
• How to match future demand with capacity in VOGSY
• How to create an opportunity project for estimating and quoting in VOGSY

• How to use tasks to follow up on leads and opportunities
• How to use charts and reports to manage sales in VOGSY

Managing projects

• About VOGSY's work breakdown structure
• How to create a new project in VOGSY
• Allocating budgets and resources to projects in VOGSY
• How to use the project planning view in VOGSY
• How VOGSY helps you keep your project on track

• How to manage multi currency projects in VOGSY
• How to add third party costs to your project in VOGSY

Resource management in VOGSY

• How to use VOGSY's multinational resource pool
• How to use the resource planning view in VOGSY
• How to use the resource utilization chart in VOGSY
• How to use VOGSY to find the best available resources at the best rate
• How to monitor team and individual utilization and billability

• How to use the Billability Employees report
• How to use the Leave Budgets report
• How to use the Leave Requests report
• How to use the Planned vs Actual report
• How to use the Resource planned hours report
• How to use the Time Entries report
• How to use the Working hours vs Submitted hours report

Real-time charts

• How to use the resource utilization chart in VOGSY

Reports

• How to use the Billability Employees report

• How to use the Contacts report
• How to use the Customers report
• How to use the Deliverables report
• How to use the Expenses report
• How to use the Leave Budgets report
• How to use the Leave Requests report
• How to use the Opportunities report
• How to use the Planned vs Actual report
• How to use the Projects report
• How to use the Resource planned hours report
• How to use the Revenue actual and forecast report
• How to use the Suppliers report
• How to use the Time Entries report
• How to use the Trial Balance report
• How to use the Working hours vs Submitted hours report

Financial management in VOGSY

• How to use the Revenue actual and forecast report

Back office applications

• Employees

• Projects opening balance
• Price lists

VOGSY collaboration and productivity features

• How to instant message in VOGSY using conversations
• How to work with tasks in VOGSY