How to setup and test Moment
Introduction
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Introduction
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Welcome to your demo account of Moment! This guide will walk you through the essential features and functionalities of the platform. By following these steps, you'll be able to explore and test the core aspects of the system effectively. This is by no means a comprehensive guide and we barely scratch the surface of what the system is capable of.
In this first part we will cover the most essential parts of how to start testing Moment. We will cover project creation, customer creation and hours registration. These are the most basic functionalities and you need to become familiar with these first.
The first thing you should do is to add a new customer, in order to do that, you need to navigate to "customers > overview"
Read this article for a comprehensive guide on how to add customers.
Adding project is done in the exact same way as adding customers:
For more detailed info, covering all aspects of project creation, you can read this article.
Projects in Moment are organized in activities. A project in Moment will always contain at least one activity, by default this activity is called "Main Activity". You can change this name by editing the activity if you want.
Time and absence registration are the core in Moment. The hours you put in are the basic input for everything else that happens in the program. Hence, this functionality is the first you should learn.
To register hours, navigate to "My Pages > Time > Timesheet" like shown in the screenshot below
See the following screenshot to familiarize yourself in the Time-registration view.
An even more comprehensive guide for time records can be found here.
The second most important feature you need to familiarize yourself with in Moment is invoicing.
The logic behind invoicing is simple. Moment will take time registrations and create invoices based on these. Although the logic is simple, depending on the needs of your customers and your existing workflow the process will vary. In general, most of the invoicing features will be covered with our onboarding team that will help you get started with Moment.
In this quick guide we will look at the bare essentials of invoicing.
Make sure you have defined a price model in your project. Price Models in Moment are the way in which you tell Moment the price of the hours you will invoice. You can find price models under the specific project and you can read about this here.
Control that your co-workers have created hours registrations with a correct description and in the correct activity. The best way of doing this is to use the hours report. You can read more about here.
Go to "to be invoiced" in your project:
By clicking "Create draft invoice from selection" you will create an invoice draft, which you can edit further if needed:
A small note regarding making changes directly to a draft: it might not always be advisable to do direct changes to invoice lines as this will alter the results in invoicing reports. If this is something you are accustomed to do, please refer to our onboarding or support department for further guidance about how to best approach this.
Once you click "finalize and send" the invoice will be sent to the customer and the draft will receive an invoice number. Remember that by default, finalized invoices cannot be edited and a credit note will have to be created in order to nullify the first and then you need to create a new invoice.
Resource planning is one of the most popular features in Moment and you should spend some time trying to familiarize yourself with it.
The Project Plan is a tool that allows you to schedule and track the progress of your project week by week. It helps you plan the hours for your team members, monitor how many hours have been used, and compare them with the planned and forecasted hours.
Define Time Interval:
At the top, you can select the time period you want to plan for. This allows you to focus on specific weeks or months, adjusting the view to fit your needs.
Activities Overview:
On the left side, you will find a list of all activities related to your project. This is where you can see and manage what needs to be done.
Add Co-Workers:
You can easily add team members to each activity by clicking the icon next to the activity name. This allows you to assign tasks to the right people.
Assign Hours:
Next to each co-worker's name, you'll see small boxes where you can click to add the number of hours you want to plan for them each week. This makes it simple to allocate time for each activity.
Summary of Hours:
On the right side, there’s a summary that shows the hours used, the total planned hours, and the forecasted hours. This helps you quickly see how much time has been spent compared to what was planned.
For in depth info, please see the following guides:
Every Project in Moment has a tab called "Project Plan". This tab will show the different activities in your project. Resource planning in Moment is done by week.
The data you add to the project plan will be fed to the rest of the program. Mainly to the Reservations page, the Resource Planner and the Capacity Overview.
The Resource Planner is a tool that lets you see and manage how your team’s time is spread across different projects each week. It’s like a calendar where you can easily assign hours to team members for various tasks.
Overview of Work:
You can see all your team members and the projects they’re working on in one place.
Easy Scheduling:
You can quickly drag and drop tasks to assign or change the hours team members will spend on each project.
Works with Project Plan:
Changes you make in the Resource Planner automatically update the related project’s plan. The Resource Planner shows multiple projects at once, while the Project Plan focuses on just one project.
