Drum Key Workflows Video Library

The following videos will walk you through the process of creating and managing projects and their associated time entries and expenses, as well as creating a simple

invoice.

In Drum, you can create a new project from a successful proposal or from the project dashboard. In the video below, we cover how to create a project from the dashboard.

Once a client accepts your proposal, there's a very simple way of converting that to an active project in Drum.

Time tracking is one of the most common workflows that our customers are doing in Drum. The below video covers the different ways that you can track time against projects in Drum and how those time entries impact the project budgets.

Note that "Timesheet Only" users can only use the live-timer and timesheet options shown in the video above.

Whether it's travel costs, sub-contractors or any other expenses that you occur against a project, you can easily track those in Drum.

Any budget variations after the "original" contract value can be tracked as a variation in Drum. It's a great way of seeing how a project has changed over time and ensuring that only active concepts are being shown on your projects.

Once connected to Xero or QuickBooks, you can start creating invoices via Drum. This video shows the process of creating a simple, non-progress claim invoice based on time and expenses allocated to a project.

Once staff have entered their timesheet for the week, administrative staff can approve and manage those timesheets to ensure accurate snapshots of historical time.

Adding a new opportunity to your Drum account can be as simple as sending an email! In this video, we cover how you can capture and manage your sales pipeline in Drum.

In Drum, you can create proposals from your opportunities by pricing your projects and creating a client-facing proposal to suit. Here's exactly how this system works.