Time & Billing for Sage Pastel Evolution makes completing timesheets, whether at the end of each day, the end of the week or month, an effortless task through the use of the drag and drop capabilities and a user friendly graphical interface. The burden of the project manager is also eased by ensuring that agents only book time against projects and tasks to which they are allocated.

Project Managers

The project management tasks are performed within an add-on module fully integrated with Sage Pastel Evolution. Each of the Maintenance, Transaction, Enquiry and Report screens are launched directly from the Sage Pastel Evolution Explorer Tree.

1. Project managers can monitor time booked against projects down to a task and resource level, comparing against budgets to ensure projects are delivered within budget.
2. Time booked by an agent, can be accepted as is, or adjusted at the project manager’s discretion, to invoice more, or less time than actually booked.
3. Projects can be invoiced at any stage with the invoices being created directly in Sage Pastel Evolution.
4. Enquiries show progress of projects down to a task and resource level showing time booked, time accepted and time invoiced.
5. Project templates can be used to default common tasks used on different types of projects.

Resources (Agents)

Agents log time against projects and tasks in an offline module without the need to have Sage Pastel Evolution loaded. The offline module does not require network connectivity to the Evolution server, allowing agents to capture timesheets offline at home or remote locations without online connectivity. Synchronisation between the offline module and the Evolution database is done via email.

• The easy-to-use graphical interface allows agents to drag tasks from the list of projects and tasks to which they have been assigned and drop them onto their timesheets. The time spent on a task is then set by dragging the size of the task block on the timesheet.
• Agents only see projects and tasks to which they have been assigned by the respective project manager(s).
• Agents can view their total time spent against a project task and compare against the budget.
• Timesheets are submitted via email to the project manager for approval and invoicing.

Offline Time Billing Users

Designed to work with Sage Pastel Time Billing Module

Agents log time against projects and tasks in an offline module without the need to have Sage Pastel Evolution loaded. The offline module does not require network connectivity to the Evolution server, allowing agents to capture timesheets offline at home or remote locations without online connectivity. Synchronisation between the offline module and the Evolution database is done via email.

• The easy-to-use graphical interface allows agents to drag tasks from the list of projects and tasks to which they have been assigned and drop them onto their timesheets. The time spent on a task is then set by dragging the size of the task block on the timesheet.
• Agents only see projects and tasks to which they have been assigned by the respective project manager(s).
• Agents can view their total time spent against a project task and compare against the budget.
• Timesheets are submitted via email to the project manager for approval and invoicing.