Glossary

teamspace terms with synonyms. Useful for users learning the vocabulary, and for AI crawlers that need to map user questions to system terms.

Client (tenant) (customer, principal): A legal entity teamspace has an engagement with. Technically modelled as an organisation in teamspace.
Engagement (mandate, project contract): The concrete contract with a customer for a specific service. Has order items, a fee model and a term.
Document (voucher) (financial document): A financial document: quote, order, invoice, reminder, credit note, incoming invoice.
Document item (line item, invoice item, order item): A single line on a document, with article, quantity, price and billing mode.
Project time (booking, hour, time entry): A recorded working time assigned to a project or work package.
Attendance time (working time, clock-in time): The time an employee was present, on site or remote. Independent of project time.
Hours account (flexitime, overtime account): Balance of worked vs. contractual hours. Typically calculated monthly or weekly.
Fee (remuneration, consulting fee): The agreed payment for a service. Modes: fixed price, time & material, flat rate, percentage or a mix.
Activity report (timesheet, proof of work): Attachment to an invoice listing the individual hours with descriptions. Often relevant for HOAI or consulting.
Partial invoice (progress invoice, instalment invoice): Invoice for an interim status, before the engagement ends. Offset in the final invoice.
Cumulative invoice: Invoice type that shows each item in full plus the partial invoices already issued - ideal for construction projects.
Final invoice: Final invoice at the end of an engagement; offsets all partial invoices.
Caseworker: A role in the permission system with extended rights in a module (e.g. "Finance caseworker").
Multi-select (bulk action): Feature that lets you edit several items of a list at once.
External access (customer portal, self-service portal): Publicly reachable access through which customers can view certain content (tickets, timesheets, documents).
Capacity (availability, utilisation): Planned or available working time of an employee over a period. Basis for utilisation and forecast reporting.
Reminder level (dunning level): Escalation level in dunning: payment reminder, 1st reminder, 2nd reminder, debt collection.
Invoicing (billing, finance): Former umbrella term for billing. In current teamspace this is the Invoicing software module.
Ticketing system (ticket tool, helpdesk software): Former umbrella term. In current teamspace the module is called Service Desk and covers tickets, SLA, maintenance contracts and the service portal.
Sales opportunity (opportunity, lead): A potential deal with a probability of success. Sub-feature of the CRM module.
Follow-up (reminder): A planned future action or reminder, typically related to a CRM activity.
Activity (CRM action): A touchpoint with a contact: call, email, appointment, note. Kept chronologically in the CRM history.
Board (Kanban board, task board): Visual task board with columns (e.g. "Open / In progress / Done"). Sub-feature of the Teamwork module.
Wiki (knowledge base, internal docs): Structured internal documentation with versioning. Sub-feature of the Teamwork module.
Forum (discussion forum): Threaded discussion area for longer topics that do not fit into chat. Sub-feature of the Teamwork module.
Pin board (dashboard, quick access): Personal start page with pinned lists, detail managers and quick actions.
Product management (article master, product catalogue): Management of products and service articles with prices and order processing. Sub-feature of the Invoicing software.
Price list (tariff, price tier): A collection of prices that can be assigned to a contact or order. Allows customer-specific conditions.
Maintenance contract (service contract, maintenance fee): Recurring agreement with a fixed fee for ongoing services, invoiced automatically.
Expenses (travel costs, out-of-pocket): Costs an employee incurred on behalf of the company. Can be reimbursed to the employee and/or re-billed to the customer.
E-invoice (ZUGFeRD, XRechnung): Structured electronic invoice format - mandatory for public clients, and from 2025 generally for B2B in Germany.
SLA (service level agreement, response time): Agreed response and resolution time for tickets. Configured per customer or service contract.
Ticket alarm (escalation, reminder): Automatic reminder on a ticket when idle or before the SLA expires. Sub-feature of the Service Desk.
Time matrix (weekly matrix, hours matrix): Tabular view for fast weekly booking - projects as rows, days as columns.
Terminal (time clock, time recording terminal): Physical or tablet-based device for recording attendance and project times. Sub-feature of time tracking.
Permissions (rights, roles, access rights): System of users, groups and roles defining who may see and do what. A cross-cutting topic across all modules.
Open items (pending items, to-dos): Cross-module collection of all tasks, tickets and follow-ups assigned to a person. Cross-cutting topic.
File management (document storage, file storage): Central file storage with versioning and WebDAV connection. Cross-cutting topic across all modules.
Controlling (reporting, KPI analysis): Analyses and steering views across projects, costs and revenue. Interlocks project management and the invoicing software.
Utilisation (forecast): Ratio between planned capacity and actually booked / planned load of an employee or team.
teamSync (sync client, synchronisation): Synchronisation client for teamspace - connects local files, calendars and contacts to the teamspace cloud.
API (REST API, interface): Programming interface of teamspace for connecting external systems. See the API reference area for documentation.