// The System
Application
VantageCFO uses an online time tracking application named Harvest.
Harvest Website
www.getharvest.com
VantageCFO Login
vantagecfo.harvestapp.com
// Requirements
1
Record Daily
All team members must record time in Harvest daily. Time is captured more accurately when recorded daily than when recorded less frequently — it's easy to forget how time was spent when recalling it from prior days or weeks. Daily capture also gives the firm more responsive reporting on where our energy is going.
2
Meet the Minimums
All full-time team members must work and record a minimum of forty (40) hours per week and eight (8) hours per weekday.
3
Submit Every Monday
Submit the weekly time report every Monday by 9:00pm Central. Once all time for the week is recorded, click Submit Week for Approval at the bottom of the timesheet in Harvest. Harvest emails a reminder each Monday.
// How Time Codes Are Built
Client › Project › Task
101-11-01
101
Client ID — three digits (e.g. 101 Parkside Capital, 103 KDW).
11
Service — two digits for the service we're providing (see table below).
01
Project — two digits specific to the project, if needed.
The hierarchy in Harvest is Client › Project › Task. Every project ID follows the structure XXX-XX-XX.
Tasks don't have unique ID numbers. Most projects have a task named General Activities — some have only that one, others have several.
Client 999 is reserved for internal VantageCFO activities. Its codes are listed below.
// Service Codes (the middle two digits)
| Code | Service |
|---|---|
| 10 | CFO Support |
| 11 | Fractional CFO |
| 12 | Management Services |
| 13 | Transaction Support |
| 14 | Accounting |
| 15 | Capital Sourcing |
| 16 | Ad-hoc |
// Internal Codes (Client 999)
| Code | Description |
|---|---|
| 999-21-01 | PRD — Client Development |
| 999-22-01 | PRD — Firm Projects |
| 999-23-01 | PRD — Business Development |
| 999-24-01 | PRD — Marketing |
| 999-25-01 | PRD — Client Development |
| 999-30-01 | Admin Work |
| 999-31-01 | Executive Activities |
| 999-32-01 | Internal Meetings |
| 999-33-01 | Business Management |
| 999-40-01 | Continuing Education |
| 999-41-01 | ORT |
| 999-42-01 | PTO |
| 999-43-01 | Holiday |