Project Management

Key features include…

Project management and workflow/strong>

  • 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