Set up monitoring as follows
In the Client view, select Monitoring from the 3 points menu
Enter the metric you want to monitor for each client and, if necessary, ± tolerance.
For example, configure: Total hours: 10 ±2.
In this case, the monitoring measures a range of 8-12h. The report shows the result as follows:
If the result is 5h, 50% is displayed in green
If the result is 10h, 100% is displayed in black
If the result is 15h, 150% is displayed in red
Keep track of the monitoring in the report
From the report, select the Monitoring tab and view the results by month.
For each customer, the report shows Status, which gives you an idea of whether the metrics for the client being tracked are suitable or should be investigated further.
There are 3 statuses:
Green - All fine
Orange - There is more space
Red - Overflow
What kind of data can be monitored?
By default, you can monitor Additional Hours and Total Hours.
All additional fields with numeric input can be added to monitoring by activating monitoring for each additional field.