SWITCH FROM SCORO
Scoro to Calisto Velocity
Run client and internal projects with milestones the client approves, a Gantt that proposes before it moves, budgets with committed and spent cost lines, pre-bill review and retainers, and the hours, margin and capacity of every person in one place.
기능별 기능
Calisto Velocity 옆에 Scoro
- 24 양쪽 모두에서
- 2 오직 Scoro 에서만
| 26 기능 | Calisto Velocity | Scoro |
|---|---|---|
| Projects | ||
| Gantt TimelineCalisto: Timeline is a Gantt of the project's tasks and milestones, with links, a today line and Day, Week or Month; bars are dragged to move or resize them and a handle draws a link.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Dependencies That Follow a Moved TaskCalisto: moving a task that has dependents proposes the change instead of making it: each dependent's old and new date is listed, and Move All or Just This One decides.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Project TemplatesCalisto: a milestone plan places its steps as a project's milestones and splits the open payment by their shares, a contract's steps are added from the account's steps for that kind of contract, and repeated work comes from Library templates with their steps (with Dispatch).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Fixed-Fee, Time and Materials and Retainer ProjectsCalisto: a project bills as a fixed fee, as time and materials, as a retainer or as a package, and fee terms add a success fee, a capped fee or split billing between payers.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Quote to Project and TasksCalisto: a won deal starts its project in one step; the deal's tasks become the project's first tasks, and a fixed price's agreed lines can join as tasks (with Deals).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Sales | ||
| Quotes Sent by Link for ApprovalCalisto: every quote is a version on a deal; a proposal is sent, viewed, countered, declined or signed, and an accepted quote makes the contract the project delivers (with Deals and Proposals).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time | ||
| Timer and Retrospective Time LoggingCalisto: a timer starts in one tap from Home or the Start Timer shortcut, time is logged after the fact in Time or typed straight into a cell of the person's own week, and each entry is billable or not by the task's default.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Calendar-Based Time EntriesCalisto: the person's calendar events are suggested as time in My Week, to accept or leave, so meetings become entries without retyping them.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Budgets | ||
| Hourly Labor Cost per PersonCalisto: every hour is costed by the one labor-cost rule Workforce's pay report uses, at each person's pay rate, so margin, cost against output and hire against freelance read the same cost.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Budget Against ActualsCalisto: time, expenses, bills and parts land on the project as they are recorded, so its budget against actual, Margin and Profit read the work as it stands, in the project's own currency.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Billing | ||
| Retainer Periods With RolloverCalisto: a retainer is an allowance of hours, or of an amount in its own currency, per week or month, for a client, one project or one contract, drawn down by the time logged, with a warning share, rollover and cap, warn or bill once it is used up.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Milestone BillingCalisto: a project's payment schedule ties each payment to a day or a milestone; a payment falls due when its milestone is marked complete or approved by the client, and Split the Balance turns one payment into several.2026년 10월 30일 확인됨출처 | 예 | 예 |
| PrepaymentsCalisto: a project takes deposits the client pays ahead, and a deposit paid ahead is applied to the next invoice when it is sent.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Recurring InvoicesCalisto: an invoice is repeated weekly, fortnightly, monthly, quarterly or annually from Ledger's Recurring list, each occurrence a real invoice (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Credit InvoicesCalisto: a credit note corrects an invoice and posts to the books with it (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Late Payment RemindersCalisto: payment reminders are a cadence of email or text steps that starts when an invoice falls overdue and ends when it is paid, voided or written off (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Multi-Currency InvoicingCalisto: each project, invoice and expense keeps its own currency, and every total is listed per currency, never converted.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Reporting | ||
| Profitability by Client, Project and TeamCalisto: Reports shows Profitability (what was billed against what the work cost, by client, person or task) and Project Margin (every priced project's margin, with totals per currency, never converted).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Planning | ||
| Capacity and UtilizationCalisto: the capacity board sets each person's available hours per week (their shifts or working hours, less approved time off and holidays) against the work planned for them and their actual time, and flags a week planned past what they can work.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time Off in Available HoursCalisto: time off is requested and approved in Workforce, and approved time off and the business's holidays come off each person's available hours on the capacity board (with Workforce).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Skills-Based AssignmentCalisto: best-fit suggestions rank who takes a task by availability, current load, skills and drive time to the job (with Dispatch).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Spend | ||
| Purchase Orders and Committed CostsCalisto: a purchase is asked as a draft purchase order on its own approval (with Ledger), and each cost line shows what signed agreements have committed and the bills spent on it.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Supplier Bills on Project CostsCalisto: a bill put on a project's cost line counts as spent on that line, and the whole project counts every cost: expenses, bills, parts used, subcontract statements and hours at pay rate.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Platform | ||
| Granular Access ControlCalisto: what each person sees of the money follows the owner's money settings: a project's billing under Look up payments, its costs, margin and profit under See costs; a withheld figure reads Not shared with you while the project, its hours and its tasks stay open.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Gaps | ||
| Tentative Bookings for Staffing ScenariosTentative bookings test a staffing plan and are confirmed later without rebuilding it.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
| Capacity Forecast From the PipelineForecasts of how projects, retainers and open deals will affect team capacity, to decide when to hire or outsource.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
Scoro 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
Scoro 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
Scoro 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.
Moving from Scoro
Questions about switching
How do my clients and contacts come over from Scoro?
Export them from Scoro as a spreadsheet and bring them in on pro.calistoco.com/switch, where each column is mapped onto Calisto. Each client is then the same record in Velocity, Deals and Ledger.
What about my open projects?
Each open project is opened again in Velocity with its client, how it bills, its budget and its milestones; a milestone plan can place a standard set of milestones at once. Time and costs logged from then on land on it.
Do my people need to learn a new timesheet?
Each person starts a timer or logs time in their own week and hands the week in once. Calendar events are suggested as time, and the week is signed off on the same approval engine as expenses and requests.
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.