Project management

Effective work on client projects: plan workflow, consider timeframes, track project progress, and monitor results

Opis
Zawartość
Właściciel
Cena

This ready-made configuration is designed to help organize work on customer projects and answer three important questions:


What is the current completion percentage at each stage and for the entire project?

How much time has been scheduled for the project, and how much has already been used?

How do the project costs compare to the planned budget?
Konfiguracja funkcji
The customer project management сonfiguration allows for division of projects into stages and description of tasks for each one.
Progress can be tracked as a percentage for both the project and the individual phases then visualized in a Gantt chart to compare progress against the baseline.
Staff workload can be monitored to determine availability, and planned and actual time and budget can be considered for the project roadmap.
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Pakiet

Project managers A workgroup into which project managers can be placed should you need to complete an action concerning all managers. Other employees can also be grouped together like this.
Expense sources A directory that stores expense items tracked using the "actual budget" data tag.
Stages In this field you can/should specify the project stage new tasks should be added to.
Planned time (hrs) Field for a task's planned work time.
Actual time This will display how much time was actually spent working on the task.
Planned budget In this field, you can/should specify the total planned expenses for the task.
Actual budget This field will show how much has actually been spent on the task to date.
Actual time Use this data tag to record actual time spent on a task and project.
Actual budget This data tag lets you track expenses for a task and project.
Project management This process shows configurations for possible task statuses.
Template with stages Default task template for projects with stages.
Planned and actual by project This report displays summary data on planned and actual time and budget.
Project progress This report shows how far along a project's tasks are as a percentage. In it you can also see what stage the project's in.
Actual time for last month This report shows the amount of time each employee has spent on project tasks in the past month.
Expenses by source for last 30 days This report shows expenses for the past 30 days by project and item.
Actual time by month and project This report shows time each employee has spent on tasks, broken out by month and project.
I'm the assignee Default planner for projects with stages. In this planner, each employee sees only their tasks.
All available Planner for projects with stages, where each employee sees all tasks available to them.
Manager's planner Here, managers can monitor their tasks and view employee workload.
My tasks In this planner, tasks can be easily completed and monitored. This planner only shows tasks where the employee is the assignee.
Available project tasks Default task filter for projects with stages This filter displays tasks and their columns.
Legal entities A filter that displays only companies (view employees by clicking a company card)
Individuals Displays all contacts (view a contact's company by clicking their card)
Template for work in stages With this template, you can carry out a project in stages The template contains planners that can be used as a way of displaying projects.
Completed projects This filter can be used as a project archive.
Project management A work environment that displays only objects and entities that are related to this configuration.
To gotowe rozwiązanie to świetna okazja do rozpoczęcia korzystania z Planfix
Jeśli nie jesteś jeszcze zarejestrowany
Jeśli już korzystasz z
Planfix
Zainstaluj rozwiązanie
Możesz skorzystać z innych gotowych rozwiązań Planfix,
pojedynczo lub w połączeniu

Cena rozwiązania:

Darmowe
To gotowe rozwiązanie to świetna okazja do rozpoczęcia korzystania z Planfix
Jeśli nie jesteś jeszcze zarejestrowany
Jeśli już korzystasz z
Planfix
Zainstaluj rozwiązanie
Możesz skorzystać z innych gotowych rozwiązań Planfix,
pojedynczo lub w połączeniu