GUIDED TOUR
How Workbench works.
Choose an example. In each one, you see the request, the visible result in the workspace and your next step.
These fictional examples illustrate how Workbench is used. Your choices only affect this tour.
1 · Request
What happens to cash and the team’s workload if a delivery moves by a month?
2 · Visible result in the workspace
Delivery, invoicing, customer payment and the delivery team’s work on the same timeline. Switch between the options and compare.
SalesDelivery and invoicing
Delivery and invoicing: March.
CashCustomer payment
Customer payment: April.
WorkloadDelivery team’s work
Delivery team’s work: March.
Selected: Current plan
- Delivery and invoicing in March, customer payment in April.
- The delivery team’s work falls in March.
Fictional example. We assume that work and invoicing fall in the delivery month and that the customer pays in the following month.
3 · Your next step
Decide whether to move the delivery, agree on a partial delivery or reserve extra capacity for April. Take the chosen option to the management team with its rationale.
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