Key features include …
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