#Moxtra integrations archive#

CLOUD STORAGE & VIRTUAL DATA ROOMSĭeliver secure file storage within your app and centralized data workspaces. DIGITAL SIGNATUREĮasily and securely share documents, contracts, and necessary paperwork through your app which can be signed and returned digitally, streamlining service and eliminating lag time. Host and attend real-time video meetings from your app, with visual annotations, screen sharing, and the ability to record any conference for future review and reference. Maintain rigorous security, while delivering an on-demand messaging experience. Send and receive text, voice, and video messages from a secure messaging center within your app. Moxo's Customer Collaboration and workflow Platform can power your branded OneStop Client Portal as a standalone web and mobile app, or as a fluid extension of your existing website, web or mobile app. Your organization and your clients maintain a continuous connection to complete business - with an integrated suite of collaborative and workflow capabilities.

Total project costs-only Administrators can ever see cost rates and total project costs.Moxo provides OneStop Client interaction Portals to modernize your client interaction workflows.

All budget information for all projects.

All of the account’s projects, even any projects they haven’t been assigned to.

Normally only hour-based budget information for those projects, but they can also see fee-based budget information for projects they manage if they have the optional View billable rates and amount permission (see our article on team permissions for more information on this setting).

Assigned projects they do not manage that have been set to Show project report to everyone on the project (see What projects can I see in my Projects section? for more information on this setting).

They’ll still be able to track time to their assigned projects over in the Time section.

This section will appear empty to Members who aren’t able to see any project reports.

Only hour-based budget information for those projects, never fee-based data.

Assigned projects that have been set to Show project report to everyone on the project (see What projects can I see in my Projects section? for more information on this setting).

Here are a few key things to know about who can see what on this page, broken down by permissions level. Who can see what in the Projects overview? Pin: Click a project’s Actions dropdown and select Pin to keep that project at the top of your list, regardless of alphabetical order.The search box stays in the top right corner throughout your Projects section-so once you click into a project, you can quickly jump to another one with search. Start typing the client name, project code, or project name, and the options will be narrowed down. Search: If you want to get to one specific project quickly, try using the project search.Note that only Administrators will see the Manager filter, and only if there are at least two people who can manage projects. Use the Manager filter to view only projects managed by a specific Manager or Administrator.Use the Client filter to view only projects for a specific client.Use the Project status filter (set to All active projects by default) to view active projects, projects with a budget set up, or archived projects.You can use the filter menus (top left) to see subsets of your projects. Filter: By default, the Projects page shows you all active projects.Find the projects you’re looking forĮven if you have a long list of projects, there are a few different ways to find the particular project or projects you’re interested in: Once the project is over budget, you’ll see a red bar grow.

Here’s a breakdown of how they work:īlue shows how much of the budget has been burned-and as your project progresses, the blue will grow until it hits the budget. The budget bars let you check on your projects’ progress at a glance. Think of this page as your command center for managing all of your projects in Harvest. You can get here by clicking Projects in your navigation menu:

#Moxtra integrations archive#

Here, you can search for projects by name, code, or client, monitor budgets, filter projects, edit or archive projects, and more. It starts with the Projects overview section. Harvest makes it easy for you to stay on top of your projects’ budgets, profits, costs, and trends.