BizMerlin Support
A complete ERP software package to manage your business needs – project management, resource allocation, invoicing, time and expense tracking; performance reviews, asset management and sales force management
Projects
Managing Projects
Creating New Project
Viewing Projects List
Viewing Project Details
Changing Project Details
FTE Count and Project Team Changes
Project Status Reports
User Project Assignment
Project Task
Creating Tasks
Viewing Project Task
Modifying Tasks
Project Invoice
Billing Information
Invoice Reports
Project Goals
Timecards
Timecards by Email
Punching a Timecard
Reminders
Integrating with Case/Task Management Tools
Expenses
Appraisals
Appraisal Templates
Score Templates
Analytics
Timecards Reports
User Reports
Project Reports
Expense Reports
Staffing Projections
Future Allocation Projection
Overcommited Resources
Resources with Staffing Gaps
(Paid Time Off) PTO Reports
Efficiency and Effectiveness Reports
Asset Reports
Appraisal Reports
Assets
Creating New Asset
Filtering Assets List by User or Asset Type
Modifying Existing Asset
Asset Valuation
Setup
Users
Clients
Projects
Project Dashboard
Project Groups
Custom fields
Locations
Roles
Work Categories
Currencies
Expense Types
Site Administration
Misc
Skill Matrix
Calendar
Create New Calendar Event
Viewing Calendar Events List
Modifying Existing Calendar Event
Customization
Vacation Tracking
Support Home
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Most Popular Links
Frequently Asked Questions
Entering Timecards
How can I enter new timecard?
Timecards by Email
Can I view my existing timecards?
Punching Timecard
Can I add more than one timecards in single day?
Tracking Vacations
When should I use Punch In functionality?
Analytics
How can I create an appraisal?
Reminders
How can I view my appraisal?
Events
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