Running a Monthly Check-in
The monthly check-in is how you record what happened on an engagement. It takes 20 to 30 minutes per engagement.
Before you start
- The previous month should be closed in your finance system.
- Time logs for the period should be available (Jira, Harvest, spreadsheet, or memory).
- Performance data should be ready (ticket exports, monitoring tools, or notes).
Step 1: Finance
Open the engagement and click Check-in, then Finance.
- Type actual amounts for each line item.
- Variance colours green, amber, or red.
- Two lines fill in automatically: labour cost (from capacity hours) and SLA penalties (from performance misses).
Step 2: Performance
Switch to the Performance tab.
- Type the actual value for each KPI.
- If a value misses the contract SLA term, DigitalCore records a penalty event and a finance entry where required.
Step 3: Capacity
Switch to the Capacity tab.
- Type actual hours per role for the month.
- DigitalCore picks the right rate (contract override, rate card, or default), multiplies hours by rate, and posts labour cost into the finance grid.
Step 4: Review
- Check the summary cards at the top.
- Confirm the engagement health colour.
- Read the auto-generated period summary.
Tips
- Save as you go. The check-in saves on every change.
- Use the keyboard arrows to move between cells.
- If a number looks wrong, click the source tag to see where it came from.