tracks the performance of current projects, and organizes a history of all
project-related documents, status reports, tasks and contacts. Utilization, and
time booked to project tasks, are also tracked for resources assigned to the
info@hand, a project is modeled as:
A main panel containing
summary information about the project
A financial information
panel containing a summary of expected and actual costs and revenue for each
month of the project
A number of sub-panels linking
in related information
There are a
number of common sub-panels � such as Open Activities, History, Contacts,
Documents and Opportunities - but also a special sub-panel entitled Project
include information about the start and due date for each task, the resources
assigned to the task, the utilization percentage for those resources on this
task, and the hourly cost for those resource on this task (by default the
standard hourly cost is used from their HR profile).
a project task is active, resources may book time to the project, and to that
project task specifically. At the end of each time period, resources file
timesheets, which automatically include all time they have booked to projects or
service cases during that time period.
timesheets are approved, the costs for their work accrue to the project and are
displayed on the project's summary table of costs and income. And a project's
as-yet-unbilled booked hours may be invoiced at any time. With a single
mouseclick, the user has an invoice open with all billable hours detailed on it,
ready to print or email.
Company Calendar shows a table of all resources, their project assignments and
utilization percentages when the Show Project Assignments checkbox is
collaborate on projects via the Customer Portal, checking on the progress
and anticipated completion dates of tasks, uploading or downloading project
documents, and accessing contact information for project members.
enables the sharing of business documents - from HR claim forms and Marketing
collateral to Engineering designs.
Multiple revisions may be stored
ensuring only approved documents are used.
Documents in any format can be filed, and may
be searched by title, description, file type, status, department, keywords
Documents may be associated with
Projects, Accounts, Contacts, Leads, Opportunities, or Service Cases.
A project can have all of the
project's documentation attached to it. An account, lead or contact can have all
related documents attached. And supporting documents for a service case can be
attached to it.