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  1. CORE Help Center
  2. Using CORE
  3. Projects
  4. Best Practices

Best Practices

  • Projects
  • Budgets
  • Fee Schedules
  • Assignments
  • Billing Schedules
  • Allocation & Forecasting
Projects Budgets Fee Schedules Assignments Billing Schedules Allocation & Forecasting
  • How to calculate Average Contract Value?
  • Creating project IDs in sequence
  • Adding ongoing projects to BQE CORE
  • Setting up opening balance for projects
  • Contract types for professional services
  • View All
  • Understanding contracts, budgets, and billability
  • Workflow for estimating project fees
  • Setting up budgets
  • Tracking project budgets
  • Handling budget overruns
  • View All
  • Understanding rates and fee schedules
  • Using classifications in fee schedules
  • Setting up rules for projects
  • Batch assigning employees to projects
  • Setting up assignments for projects
  • Limiting employees, activities and expenses on projects
  • Using billing schedules
  • Project planning in CORE
  • Navigation shortcuts in Project Planner
  • Unplanned time entries in Project Planner
  • Spreading hours in Project Planner
  • Project stage filter in Project Planner
  • View All

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