Dashboard
National Staffing Solutions
Monthly retainer —
Hours by consultant
Monthly hours trend
Calendar
Click a day to view or add entries · Navigate months to manage the engagement
Time Log
| Date | Consultant | Category | Project | System | Task | PO Ref | Ticket | Hrs | Rate | Amount |
|---|
Log Time Entry
Add a billable entry to the NSS engagement
✓ Entry added successfully
By Consultant
Hours and billing per team member
By Category
Time distribution across service categories
Distribution
By Month
Monthly rollup with retainer tracking
Monthly hours stacked by consultant
| Month | Hours | Retainer | Overage hrs | Billed | Overage billed |
|---|
By Client
Hours and billing per client over a date range
to
Project Report
Sub-project breakdown for a single project — estimated vs. actual hours, cost, and % complete
to
Invoice
Client-facing billing summary
Invoice Report
Hours and billing subtotaled by sub-project over a date range
to
Settings
Manage consultants, categories, rates, and engagement details
Appearance
Dark mode
☾
☀
Consultants
Add consultant
Categories
Add category
Engagement details
✓ Settings saved
Data management
Backup status
Daily database backup, run by a Windows Scheduled Task (see database/README_BACKUP.md). Read-only view of the OneDrive backup folder — this panel doesn't trigger a backup.
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Payments
Payments recorded against invoices
Payment history
Projects
Track client projects, budgets, and billing types
| Project | Client | Status | Billing | Budget | Billed | PO Ref |
|---|
PO Authorization
Purchase order budgets — validate time entries against approved allocations
Clients
Manage client contacts and default billing rates
| Client Name | Contact | Phone | Rate |
|---|
Capacity
Consultant utilization vs available hours this month
Available capacity —
Capacity by month
Time Off
Track vacation, sick days, and holidays for all consultants
| Consultant | Type | Start | End | Days | Status |
|---|
Missing Time
Work days with no logged hours for active consultants
| Date | Consultant | Action |
|---|
CRM Activities
Cases, opportunities, tasks, and meetings linked to CRM
| Type | Subject | Related To | Date | Hrs | Status |
|---|
Client Rates
Override the default engagement rate for specific clients
Default engagement rate
$250.00 / hr
| Client | Rate | Notes |
|---|
SmartFlows
Automated integration pipelines and data flows
Audit Log
Read-only trail of all system and user actions
| Time | Actor | Action | Detail |
|---|