Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
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  1. GETTING STARTED

What's next?

What's Next?

In the previous five simple steps, we've shown you how to start using Costlocker.

Of course, the application can do much more—to get the most out of Costlocker, we recommend taking the following steps:

Explore Recurring Projects

Do you have projects that you want to evaluate every month? That's exactly what recurring projects are for. They're ideal for regular activities like managing social media or tracking internal matters. Learn how to work with them in the article Recurring Project.

Review Budget Types

To evaluate and manage projects most effectively, explore all the options that Costlocker offers in the article Types of Budget.

Invite Remaining Colleagues

To gain a complete picture of your company's profitability, add your remaining colleagues. Without visibility into all team members, you'll only have partial information. Find out how in the article Adding People.

Create All Remaining Projects You're Working On

Once you've added all your colleagues, create all the projects so they can log their time, and you can have an overview of how your company is performing on individual projects and budgets.

Learn how to do this in the article Creating a Project.

Enter Overhead Costs

Entering all overhead costs—such as office expenses, car leases, and other services—is crucial for an accurate overview of project profitability. Costlocker automatically distributes these costs among employees and across all projects. Detailed information can be found in the article Overhead Costs.

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Last updated 5 months ago