Beta version of the new documentation.

Overview

In CDESK, fulfilments are used to track work performed, time spent, and other costs incurred when handling requests, tasks, projects, or project deals.

Main purposes of fulfilments:

  • Tracking time worked – users record how much time they spent on specific activities — e.g. incident resolution, equipment maintenance, performing a task, or work on a project.
  • Time split into billable and internal – the option to separate time intended for customer billing from actual time worked recorded for the organisation’s internal needs, which is hidden from the customer / end user by default.
  • Recording outputs and costs – in addition to time, you can also record outputs, travel costs, material, services, and other items that are part of carrying out the work.
  • Basis for invoicing – fulfilments serve as the main source of data when invoicing the customer — whether at hourly rates, monthly flat rates, or combined models.
  • Review and approval of completed work – fulfilments may go through an approval process, ensuring data accuracy and control over invoiced costs.
  • All of the above purposes applied across multiple modules – every fulfilment can be linked to a request, task, deal, company, project deal, or configuration item, enabling detailed tracking of activity across the entire system.