Project management

Key features include…

Project management and workflow

  • Project setup
    • Carry over project details from proposals
    • Set budgets/value, deliverables, timing
    • Set charge rates, markups, activity types (if overriding defaults)
  • Project tracking
    • Record project effort in timesheets
    • Show spend against budget and/or deliverables (earned value)
    • Manage project WIP
    • Add new project phases
    • Manage completion status – % complete, budget delivered
    • Match project job records to accounting system job list

WIP management

  • Review WIP summary for whole business or select projects
  • Manage adjustments on the summary page (update multiple projects at once)

Reporting

  • Access a broad range of included financial reports
  • Create custom reports
  • Export reports to portable formats (PDF, CSV, Excel, etc)
  • Proposals – track contract values and new proposals
  • Projects – track activity including burn charts, job transactions and WIP
  • Clients – track receivables
  • Staff – track utilisation, timesheet detail and leave records
  • Provides multiple levels of access

Purchasing management and workflow

  • Create purchase invoices and assign to projects
  • Review by purchases approver
  • On-charge project related expenses immediately once approved

Manage charge rates, costs rates, markups

  • Manage charge rates (person-based) by date ranges (these can be updated over time without impacting project history)
  • Override charge rates at job level
  • Markup and on-charge third party costs on a project to clients

Intuitive software

Heads-up is intelligent, integrated, web-based business management software designed to work your way.

We configure it to your business and processes so you can work faster and smarter, and know you’re working more profitably.

Heads-up is an easy complement to your team’s day-to-day work. Seamless integration of your business processes means you’ll save time, gain insight and more easily manage and control your operations.

Video tour

Video tour

Call 07 3852 3412 or email us

Request a demo

Contact us today for access to a trial version of Heads-up or for a live demonstration with your team