Time, cost, client and project tracking
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Dashboard
Upon logon every employee gets presented a dashboard with their all currently active projects.
This screen provides every employee with essential progress information of the projects they are responsible for.
Not only will this ensure that losses are detected as they start to develop, also will it show your project managers
which projects are budgeted properly and which are not. This will ensure better budgeting skills over time.
All projects are immediately accessible by one single click. The "i" shown at each project will
present a pop-up screen on rollover, displaying all relevant data, links and predictions on the project.
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Time tracking
In less than two minutes a day will you be able to enter your time. Simply select the project and the hours worked. The result the entry has on the budget spent will immediately be reflected in the project spending reports. Project losses or inefficiencies will become evident as they develop.
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Expense tracking
Through an easy selection system you can now quickly keep track of your expenses. Just select the project, quantity and predefined expense sort and all costs will automatically be assigned to the project.
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CRM
Store your CRM history with every client, contractor and company. Never again will you forget whom to contact and what has been communicated before. Store emails, phone call notes or any comments you might have. If you forgot whom you talked to, just view the company notes page and it will also show you all notes associated with its employees.
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Projects |
Progress tracking
When a project is opened, you will get presented the project homepage. Here you will quickly see the essential project information, spending details, the deliverables, latest blog entries and the progress chart. Note the tabbed
layout through which you can easily access the project contacts, project blog, shared files and the spending reports.
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Blog
Use the project blogto keep your entire team informed. Track the project discussion as it evolves. Post important progress information or communication notes. Share them with the entire team or just internal users. Through these blogs you can quickly read up
on the project and its status.
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File sharing
Share your files with your entire team regardless of location. By simply uploading your files the entire team will have access to them. Great to inform free-lancers, clients or contractors. Obviously you also have the ability to
share certain files internally and hide them from the external team members.
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Reports |
Spending
Project spending reports are always at your fingertips. Once you have opened a project you can easily access the spending reports. These reports show you exactly
how much hours are spent, what that costs and what expenses where entered. These reports can be sorted by phase, timeframe and employee. At a higher level
there is also a client spending report where you can quickly see how much time and money is spent on one
single client.
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Billable hours
How billable is your company and team? With this report you can see how billable each employee and/or division is over a certain time period. It will be a great way to assess where and when your efficiency bottlenecks occur.
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Workload
Provides a quick overview of all project managers and their projects. You will be able to see how well the projects are performing per employee and how busy each project manager is. A must for your Monday-morning-meeting.
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Back log
When do you need start generating new business again? Use this report to get insight in how much work is still in the planning. It will provide you with an estimate on when you can start accepting new work again
or when you need to increase/decrease your workforce.
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