Practice rules and known gaps

The app uses real Fulcrum work records for testing. Look for “UAT on real data — nothing is sent.” UAT means checking that the app fits your work.

What you can do

Read timesheets, check how the app uses the values, and follow prepared examples. Try practice drafts and files where the app allows it. Saved changes stay in the app; closing your browser does not undo them.

What not to do

• Do not send practice bills to clients or accounts payable.
• Do not enter them in live QuickBooks.
• Do not invent rates, PO approvals or signatures to clear a hold.
• Ask Ben or Bill before changing shared settings or resetting records.

Use only test actions marked as simulations for delivery and returns. A test return is not a real client signature. Corrections in Q-Team do not change Fulcrum.

Things we still need to check

Area	What needs review
GTS	Real examples, rates and document rules are still needed.
Shared source rows	Hours for more than one worker or activity may need a rule from the team. Do not guess how to split them.
Repeat imports	A count may include more than one capture of the same job.
Practice rules	Test rates, layouts and funding limits are not client approval.
Other holds	Some source facts and billing rules are still missing.

If a step stops you, note the reason and the rule you use today. Give feedback.