Drum Help
General help for understanding key Drum concepts and workflows
By Ben and 2 others3 authors27 articles
- Tutorial: Creating & Managing Progress ClaimsHow to create and manage progress claims (pay applications) in Drum, with the goal of converting to customer invoices.
- Drum's Task Types (and how to use them)Drum allows you to optionally set different types of tasks within your projects. This article explains how to leverage those options.
- Adding Costs to ProjectsHow to add costs (or expenses) to your Drum Projects
- Creating Roles and Assigning PermissionsHow to limit and permit access to different features and areas of your Drum account.
- Send Emails to Opportunities or ProjectsStore stakeholder communication against opportunities or projects in Drum.
- Quote Templates and Quote Document Templates in DrumHow to manage quote templates and quote document (Word) templates in Drum.
- Add & Edit Billable & Cost Rate For Resource TypesHow to manage billable rates for Resource Types in Drum
- Resource Types & Default Resource TypesManaging resource types in Drum
- Adding a New ResourceHow to add a new Resource (staff, equipment) to your Drum account
- Converting a Project Cost to a Xero Purchase Order and Xero Bill
- Drum Composer AI - Creating Opportunities With EmailCreating Sales Opportunities with DRUM Composer AI
- Enabling Advanced Sales Insights in DrumUsing Drum's advanced sales tracking systems in your Drum account.
- Financial Integration DelegationHow to allow your Drum users to act on behalf of another user with regards to your financial integration (Xero or Quickbooks etc)
- Dynamic Document Generation ReferenceThe fields available when creating dynamic documents with the Drum dynamic document generator.
- Understanding Proposals and Budgets in DrumProposals and budgets
- Proposal Budget Overview in DrumBudgets
- Managing Project Budgets in Your Drum AccountProject Budgets
- Managing Project Variations in DrumProject Variations
- Drum PermissionsDrum has a very flexible permissions system - here's how it works
- Expense Claims: Set upHow to set your Drum account's settings for expense claims
- Managing Expense Claims in DrumHow to create an allocate expenses via expense claims in you Drum account
- Tutorial: Create and manage Expense Claims & Expense Claim ItemsLearn how to create expense claims & expense claim items
- Tutorial: Create and manage Expense Claim AllowancesLearn how to create expense claim allowances
- Tutorial: Enabling Expense Claims & Adding Staff Allowances
- Adding Custom Fields to Your ProjectsHow to add custom fields to your projects or opportunities
- Dynamic Notifications in DrumHow to manage dynamic notifications for key events within your Drum account.
- Managing Time Credits in DrumDrum allows you to create and manage your own timesheet credit concepts (e.g. TOIL or Overtime). You can combine this with leave types or manual debits to easily manage these…