Scheduling and Capacity with Xero Practice Manager
Chapter 12 looks at scheduling your workflow. Xero Practice Manager (XPM) does not contain scheduling or capacity functionality, but there is a way to achieve this by making use of the custom report builder. Here you will learn the most effective way of scheduling your workflow for each member of your team.
- Scheduling and Capacity with Xero Practice Manager: Your Scheduling Process
- Scheduling and Capacity with Xero Practice Manager: Capacity vs Productivity
- Scheduling and Capacity with Xero Practice Manager: Creating your Staff Workflow Report
- Scheduling and Capacity with Xero Practice Manager: Creating your Monthly Capacity Report
- Scheduling and Capacity with Xero Practice Manager: Creating your Scheduling Report
- Scheduling and Capacity with Xero Practice Manager: Adding estimated times to job templates
- Scheduling and Capacity with Xero Practice Manager: Job task estimated times
- Scheduling and Capacity with Xero Practice Manager: 3 Custom Reports for Scheduling