This is just a quick run down of the terms we'll use throughout this documentation. Everything is pretty straight forward and fairly obvious but there are a handful of pieces that may be confusing. So this document hopes to clear that up in advance.
Think of this as your company. Your company is your organization. Even if it's just you by yourself. Everything in AnyHow is grouped together by the organization. Individual accounts can even belong to multiple organizations.
Individual accounts can also own multiple organizations, each with their own employees, billing profile, etc.
That said, AnyHow is basically useless without an Organization so in nearly every case, you'll want to create an organization or belong to at least one.
Organization's can also be referred to as "org" or "org's" throughout the documentation.
You can also specify other users to act as Organization Managers. These are users who will have full access to the organization admin section. Essentially they have the same rights as the org owner. Be very careful who you give this access to.
Employees belong to organizations. They are as the name implies, the staff of the org. As the owner of an org, you will automatically be shown as an employee of the org as well.
You can configure the hourly cost to your organization for each employee. Think of this as the hourly breakdown of all expenses tied to your employee performing work for your org. Putting this information in will ensure you have accurate reporting.
Client's belong to organizations. They pay your organization for your services. Pretty straight forward.
Project's belong to clients. This is where various tasks of work are grouped together.
You can also specify other users to act as Project Managers. These are users who will have full access to the project admin section. Essentially they have the same rights as the org owner. Be very careful who you give this access to.
A guest is a user who represents the Client. A project guest is a user who has access to the org like an employee but on a very limited basis. Guests can do things like participate in discussions, upload files, etc. But only when they've been given explicit permission to do so. This is very useful to keep things organized when dealing with your clients.
Role's are job's that your organization will offer to various clients via their projects. You can setup as many roles as you'd like within your org. For each project you can assign which roles are necessary to complete the project.
At the project level you have the option to enter the number of hours budgeted per role and the hourly rate you will be charging your client for the role. Putting this information in will ensure you have accurate reporting.
Timesheet's are the default method of time tracking in AnyHow. It allows you to easily see a given weeks work, what projects were worked on, comments, etc. It is recommended that you leave the time tracking setting set to timesheets however some people prefer, or require, a more specific task based system (Time Logs).
Time logs are a more specific method of tracking time. If you need to keep each individual task's time tracked then time logs is what you want to use. You need to switch your organizations time tracking method to Time Logs in the org's settings.
This is a utility that allows you to use a timer to track your time. It's enabled by default and works whether your time tracking is set to Timesheet or Time Log.
Think of this as a comment or post on a topic. The entire org can view and participate. If you need to keep participation to a smaller group you can also limit it's access and tag the appropriate people/projects, etc. These are really useful to store important discussions, especially for future reference.
A wiki is a collection of articles and documents. Organized however you want. Perfect for hard data, org procedures, project specific data sheets, etc.
All org's have their own file storage section. You can upload files to the storage to keep everything centralized and organized. You can limit access to specific files as you wish and even share them with non AnyHow users.