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Productivity

Remizen + Teamwork Integration

Bring client and project context to expenses incurred while delivering services.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Teamwork

Teamwork is used for project planning and work tracking. Relate client-project costs to project delivery workflows. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Teamwork

For organizations that use Teamwork, a potential workflow could focus on attributing eligible spend to the teams and projects that incurred it. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Teamwork use case with the people who review spending: Consider client-project context during review.
  • Plan how to organize delivery costs by project using the relevant project identifiers, task ownership, budgets, and reporting access, and decide who would own each handoff.
  • Before implementation, validate the proposed process to compare project budgets with expense submissions against your approval policies.

Workflows

  • Consider client-project context during review
  • Organize delivery costs by project
  • Compare project budgets with expense submissions

Data and workflow considerations

  • Review project identifiers, task ownership, budgets, and reporting access before defining a Teamwork workflow.
  • Determine whether Teamwork data needed for attributing eligible spend to the teams and projects that incurred it may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.