TDCFlow User Guide

This guide helps end users understand and use TDCFlow module by module. It is written for customers, delivery teams, finance teams, resource managers, approvers, and admins.

Who This Guide Is For

• Team members managing client work.
• Project managers planning and tracking delivery.
• Consultants logging time and expenses.
• Finance teams creating invoices and credit notes.
• Resource managers planning capacity.
• Approvers reviewing submitted work.
• Admins configuring the workspace.

Core Modules

1. Dashboard
2. Accounts and Contacts
3. Mail
4. Global Search and Command Bar
5. Projects
6. Project Templates
7. Tasks
8. Time and Timesheets
9. Resources and Capacity
10. Assets
11. Expenses
12. Invoices
13. Credit Notes
14. Approvals
15. Reports and Dashboards
16. Views and Data Tables
17. Bulk Import
18. Comments, Tags, and Collaboration
19. Field References
20. Workflow Guides
21. Troubleshooting
22. Billing and Subscription
23. Settings and Administration
24. Users, Roles, and Teams
25. Custom Fields and Preferences
26. Financial Configuration
27. Automations
28. Portal Builder
29. Client Portal
30. Integrations
31. Notifications and Audit Logs
32. AI Copilot
33. AI System Overview
34. AI Knowledge Ingestion Plan

How Work Flows Through the TDCFlow

Most teams use the TDCFlow in this order:

1. Create or import an account and contacts.
2. Configure reusable templates, custom fields, roles, and financial settings.
3. Create a project for the client engagement, either from scratch or from a template.
4. Plan phases, milestones, tasks, assets, and client portal visibility.
5. Assign team members and manage capacity.
6. Track work through tasks, comments, mail, status updates, and automations.
7. Log time and submit timesheets.
8. Submit expenses when needed.
9. Review approvals.
10. Generate and send invoices.
11. Apply credit notes or payments when needed.
12. Use saved views, search, reports, dashboards, and AI Copilot to monitor work.

Common Workflows

• Create a Project from a Template
• Assign Resources by Skill
• Submit and Approve a Timesheet
• Send an Invoice Reminder
• Enable Credit Notes
• Configure a Client Portal

If something does not work as expected, see Troubleshooting.

Field References

Use field references when you need exact statuses, select values, required fields, or Copilot proposal rules:

• Accounts and Contacts Field Reference
• Projects Field Reference
• Tasks Field Reference
• Resources Field Reference
• Invoices Field Reference
• Expenses Field Reference
• Credit Notes Field Reference
• Approvals Field Reference

AI System Knowledge

These internal docs explain how Copilot should understand TDCFlow and use product knowledge:

• AI System Overview
• AI Agents and Skills
• AI Tooling and Context
• AI Memory and Embeddings
• AI Proposals and Execution
• AI Safety and Answer Rules
• AI Knowledge Ingestion Plan

Common Terms

Term	Meaning
Account	A client or customer organization.
Asset	A document, link, file, or resource attached to delivery work.
Contact	A person at an account.
Project	A client engagement or delivery initiative.
Project Template	A reusable project structure for repeatable delivery.
Task	A unit of work inside a project.
Resource	A team member planned or allocated to work.
Time Entry	Logged work hours.
Timesheet	A grouped set of time entries submitted for review.
Expense	Spend submitted for reimbursement or billing.
Invoice	A bill sent to the client.
Credit Note	A credit issued against client billing.
Approval Request	A pending review for a record such as a timesheet, invoice, expense report, credit note, allocation, or milestone.
Automation	A rule that runs actions when matching conditions are met.
Saved View	A reusable table setup with filters, columns, sorting, formatting, and formulas.
Portal	The client-facing experience for project updates, files, conversations, invoices, and action items.

Permissions

Your visible modules and actions depend on your role and permissions. If you cannot see a record or button, ask an administrator to review your access.