You know how it is. You need to give people work attach the assignment, source files and discuss the progress of the project with them and the client. There are many great tools that can take care of all this. One of these is Basecamp. You also have to keep track of the project budget. Know at all times exactly how much money remains for the project, when and how much you will be invoicing or the current cost intensity and profitability. This is what Costlocker is for. A tool that gives you a complete financial overview of projects, clients and people at the company. And this is why we have connected Costlocker to Basecamp.
Click on your name in the upper right-hand corner and choose Settings.
Choose the Basecamp tab and click on Connect to Basecamp.
Login to your account in Basecamp.
Confirm that you want to connect Costlocker to Basecamp.
That’s it. If everything went well, you will see the name of your account in Basecamp.
Click on the last Basecamp tab in the project.
As soon as you save the settings, the project will be copied to Basecamp. If everything went well, you will see the following confirmation page in Costlocker.
This is what the newly created project looks like in Basecamp.
In Basecamp, you will see the To Do lists created for the project, which correspond to the activities/roles and tasks you have created in the project budget in Costlocker.
For example, in the course of the project we add a new person (Patricia) to the project budget in Costlocker for the Development activity.
As soon as you save this change, the following alert will appear to inform you that the change has been transcribed correctly to the project in Basecamp.
In Basecamp, you will immediately see that anew person (Patricia) was added to the To Do list for Development.
It works the other way round too. For instance, if we remove the entire Development activity from the project budget in Costlocker, then after saving this change the following alert will appear in Costlocker with two options:
We would appreciate it if you wrote us to firstname.lastname@example.org with any other suggestions for Basecamp connection functions that you would like. Thank you.