Business Functions of Ventoo Case Management

This section describes the daily work with Ventoo Case Management: create cases and move them through their process, manage parties, track time, work through tasks, approve, bill, plan, and report. It assumes a configured environment (see Setup and Configuration of Ventoo Case Management).

In this section

Page	Description
Scopes, engagements, and cases in Ventoo Case Management	Create the core hierarchy and move cases through their process steps.
Parties and relationships in Ventoo Case Management	Link people and organizations as parties with roles, billability, and visibility.
Activities and time tracking in Ventoo Case Management	Record work as activities with planned, actual, and billed durations.
Tasks and checklists in Ventoo Case Management	Manage to-dos with priority, due date, assignment, and checklists.
Approval workflow in Ventoo Case Management	Submit activities and approve them by role before they are billed.
Billing and case ledger in Ventoo Case Management	Generate sales and purchase invoices, keep case ledger entries, and trace internal cost and margin.
Planning matrix in Ventoo Case Management	Configurable matrix views for scheduling and assigning activities.
Role center and reports in Ventoo Case Management	The role center with cues and charts, and the six delivered reports.
API endpoints in Ventoo Case Management	The twelve API pages for integration with external systems.