Definitions of key terms used throughout our platform
A user role with full system access privileges. Admins can configure platform settings, manage user accounts, and oversee all operations within ActionAtlas.
Client accounts that are linked to a specific Parent Company, allowing for consolidated billing, reporting, and management across multiple related client entities.
The allocated financial resources for a project. ActionAtlas allows you to set, track, and manage budgets to ensure projects remain financially viable.
A visual timeline view showing project milestones, deadlines, and team member availability across the platform. It includes Start dates, End dates, Task due dates, and Invoice Due dates for comprehensive scheduling.
Organizations or individuals that commission projects. Each client has a dedicated profile within ActionAtlas with associated projects, contacts, and financial information.
A centralized repository for storing important client-related documents, communication records, and notes that are accessible to authorized team members.
The expenses incurred during project execution, including freelancer payments, materials, software licenses, and other billable items tracked within ActionAtlas.
A visual overview showing key metrics, active projects, pending tasks, and important notifications customized to each user's role and responsibilities.
A workflow configuration that outlines the planned stages, resources, and timeline for projects based on initial client estimations. This path provides a structured approach for projects that begin with estimated requirements before firm commitments.
The section of a project that handles budget tracking, expense management, invoicing, and financial reporting.
An independent contractor who provides specialized services for projects. ActionAtlas helps manage freelancer profiles, contracts, payments, and performance ratings.
A designation for where work takes place, which can be physical (office, client site, remote location) or virtual. ActionAtlas uses location tracking for resource allocation, billing rates, and expense management.
The percentage of profit calculated as the difference between the revenue generated and the costs incurred for a project, displayed as a ratio of profit to revenue. ActionAtlas provides real-time margin calculations to help maintain profitability.
The percentage or amount added to the cost of services or materials to determine the selling price to clients. Different markup rules can be configured in ActionAtlas for various expense types and client categories.
A contract that establishes the overall terms and conditions for the working relationship between your company and a client, covering multiple projects and engagements over a specified period.
Significant checkpoints or accomplishments in a project's timeline that mark the completion of major deliverables or phases. Milestones are used for tracking progress, client approval stages, and often trigger billing events.
A user role responsible for managing day-to-day activities, including resource allocation, workflow optimization, and ensuring projects progress efficiently.
Hours worked beyond the standard allocation for a task or project. ActionAtlas tracks overtime separately and can apply different billing rates based on company policies or client agreements.
A top-level organizational entity in the ActionAtlas hierarchy that can contain multiple client accounts and projects. Useful for managing enterprise clients with various divisions.
An assessment tool for reviewing the performance, profitability, and relationship status of parent companies and their associated clients.
A predefined workflow for projects initiated through purchase orders, ensuring proper financial tracking, approval processes, and documentation throughout the project lifecycle.
A project type designation for work performed without charge, typically for charitable organizations or causes.
The process of organizing and synchronizing project elements including resources, timelines, deliverables, and stakeholder communications.
Costs incurred specifically for a project that are either billed directly to the client or absorbed by the company. ActionAtlas categorizes and tracks these expenses separately from operational costs.
A user role responsible for planning, executing, and finalizing projects, including managing team members, budgets, schedules, and client communications.
A centralized repository for project documentation, including creative briefs, working files, final deliverables, and communication records.
A summary dashboard showing key project information including status, timeline, budget utilization, assigned team members, and upcoming milestones.
The current state of a project in its lifecycle. ActionAtlas uses five standard statuses: Draft (in planning), On-Hold (temporarily paused), Active (in progress), Complete (finished), and Canceled (terminated).
The primary work units within ActionAtlas, representing defined engagements with specific goals, timelines, resources, and deliverables for clients.
An official document issued by clients indicating types, quantities, and agreed prices for products or services. ActionAtlas allows for PO tracking, management, and reconciliation with invoices.
The additional percentage or amount added to costs outlined in a purchase order when billing clients. This can be configured globally or on a per-client basis in ActionAtlas.
A financial report showing income generated from projects, broken down by client, time period, project type, or other customizable parameters.
A detailed document that outlines the specific deliverables, timelines, requirements, and payment terms for a particular project or phase of work.
An individual unit of work within a project. Tasks have specific requirements, assignees, deadlines, and completion criteria tracked within ActionAtlas.
The collective term for freelancers, contractors, and specialized professionals who can be assigned to projects based on their skills and availability.
An internal employee who works on projects within ActionAtlas, with a defined role, permissions, and responsibilities within the organization.
The process of recording hours spent on project tasks by team members and freelancers. ActionAtlas provides tools for accurate time tracking, which forms the basis for billing, resource allocation, and productivity analysis.
Actionable items assigned to team members that need to be completed. These can be independent tasks or part of larger project workflows and are tracked within the platform.
Individuals with access to the ActionAtlas platform, categorized into different roles including Admin, Operations, Project Manager, Team Members, and Freelancer. Each role has specific permissions and access levels within the system.
A formal document detailing the scope, deliverables, timeline, and compensation for a specific piece of work, typically issued to freelancers or contractors.
Costs specifically associated with the execution of a work order, such as materials, travel, or specialized equipment. These expenses can be tracked separately and included in client billing with appropriate markup rules.