AI PM Agent · Guide
Log time and finish a milestone
Hours you log become invoice lines. When a milestone is done, the Billing Agent drafts the invoice.
Step by step
Open AI PM Agent and press Log time. Choose the task, the person and the hours.
Open Hours to see hours by week and person, and the billable share.
Open Milestones. When all its tasks are done, press Mark done.
The milestone goes to the Billing Agent, which drafts the invoice from the logged hours and rates.
Good to know
- A time entry can no longer be deleted once its milestone has been invoiced.
- Each person's hours a week, rate and days off are set in the agent's settings.
About the AI PM Agent: what it does, step by step.
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