Access to Leadtime
- Topic overview
  - Start
  - Function overview
  - The Leadtime Pricing
- Background
  - Lean management the inspiration for Leadtime
  - The term "lead time”
  - The creation of Leadtime
- About this documentation
  - About this documentation
- Basic functions of the application
  - The Leadtime user interface
  - Message system
  - Command console
  - Light- and Darkmode
  - Multilingualism
- Instructions
  - How to log into the system
  - How to reset your password
  - How to invite your employees to Leadtime
Your Workspace
- Topic overview
  - Start
- Background
  - About Workspaces
- Workspace settings
  - Access to workspace settings
  - General settings
  - Appearance
  - Billing
  - Documents
  - VAT
  - Own symbols
  - Holidays
  - Git-Services
  - Product settings
  - Project settings
- Roles
  - Manage roles
- Profile
  - My profile
- Instructions
  - How to submit a vacation request
  - How to call in sick
- AI Text Assistant
  - AI Text Assistant
Your company
- Topic overview
  - Overview
- Employees
  - Basics
  - Time recording
  - Tab vacations
  - Tab Illness
  - Tab Overtime
  - Tab Salaries
  - Tab Journal
- Teams
  - Manage Teams
- Company settings
  - Company settings
- Internal projects
  - Internal projects
- Product catalog
  - Product catalog
- Component library
  - Component library
  - Structure of the component library
  - The parts of a project component
  - Conditions
  - Calculate expenses
  - Internal notes
  - Tags in Project components
  - Linking work packages
  - Workshop: Designing a project component
- Document templates
  - Document templates
- Vacation
  - Vacation in Leadtime
  - Vacation quotas
  - Request and approve leave
  - Vacation allowances
- Instructions
  - Create an employee
  - How employees call in sick
  - Manage overtime
Organizations
- Organizations
  - Overview
  - Organization Overview
  - Create an organization
  - Organization Tabs Projects
  - Organization Settings / General tab
  - Organization Settings / Billing tab
  - Organization Settings tab / Document settings
- Members and guest users
  - Create members
  - Invite guest users
- Writing letters
  - Writing letters
Task management
- Introduction to tasks
  - Overview
  - About working with tickets
  - Mapping the project structure in the system
  - Create a project
- Create and edit tasks
  - Create a task
  - The block-based editor
  - Edit tasks
  - Public view of tasks
  - Sub-tasks for extensive projects
  - Participants and notifications
- Offer tasks
  - Express-Quotations
  - Add products to tickets
- Search for and organize tasks
  - List view
  - The tag system
  - Kanban Boards
- Customizing tasks
  - Adapt the ticket system to your workflows
  - Individual task status
  - Individual work activities
  - User-defined fields
  - Customize task types
  - Task templates
Time recording
- Topic overview
  - Start
  - Why time recording is essential
  - Productivity in Leadtime
- How time recording works
  - Document your attendance
  - Book time on projects or tasks
  - The time tracker
  - Time rings
  - Estimate working time
- Monitor time recording
  - Enforce time recording
  - Monitor the team's time recording
  - Monitor time recording on ticket
  - Monitor an employee's time recording
  - Configure time recording
Agile planning tools
- Setting the right priorities
  - Start
  - Visual planning tools for the Leadtime ticket system
- Big Picture
  - Why Big Picture?
  - Apply Big Picture
- Pools
  - Why pools?
  - Use pools
- Pipeline
  - Why pipeline planning?
  - Using the pipeline
- Stacks
  - Why stacks?
  - How specialists work with their stack
Project management
- Project management
  - Start
  - The magic project triangle
  - Standardization of projects with project components
- Structure of the Projects division
  - Tab Overview
  - Configuration tab
  - Documents tab
  - Tasks tab
  - Tab Big Picture
  - Tab time expenditure
  - Uploads tab
  - Settings tab
- Manage requirements
  - Workshop: Managing projects with Leadtime
  - The scenario
  - The project component
  - Setting up the project
  - The project tree
  - Add products to projects
- Create project documents
  - Create documents
  - The version system
  - Automatic calculation of expenses
  - Create offer versions
  - Manual positions and discounts
  - Create specifications
  - Project contracts and other document templates
- Carry out projects
  - Plan project duration
  - Task management
  - Capacity planning
- Organize acceptance
  - Testcase Management
  - Change Requests
  - Accounting for projects
  - Further support
Invoicing
- Topic overview
  - Start
  - Accounts receivable throughput time
  - The Leadtime Fee
- Billing services
  - Billing services
  - Invoice Verification
  - Billing tickets
  - Billing products
  - Billing for individual projects
  - Billing of express offers
  - Billing of manual items
  - Working with retainers
- Receivables management
  - Claims - The process
  - Receivables - tab “New”
  - Receivables - Tab “Overdue”
  - Receivables - Tab “Paid”
  - Receivables - Canceled tab
  - Configure invoice documents
  - Configure invoice documents
Analytics
- Analytics
  - Overview
  - Contribution margin analysis
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🟨 The most important information about getting started with Leadtime

Last updated on November 27, 2024

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🟨

This text is an overview of topics. What types of text are there?

Leadtime ERP is a cloud-based ERP (Enterprise Resource Planning) system that was developed specifically for the needs of software service providers and digital agencies. It is based on the principles of lean thinking, a management philosophy that aims to avoid waste and optimize processes.

Essentially, Leadtime ERP helps digital service companies to work more efficiently, reduce costs and increase profitability. It is a comprehensive, yet very accessible software that covers the entire value chain of web agencies and other digitalization companies.

Leadtime GPT

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