Features for business project management


ProjectCompanion helps you to:


  • Share documents and information on the web
  • Collaborate effectively
  • Deliver on time and within budget
  • Improve project portfolio control
  • Improve quality and profitability
  • Reduce administrative cost
  • Establish shared work methods


Examples of functions are shown below.


Project overview

It is easy to see what projects should be carried out when and what their priority and status are.


Project portfolio overview


Project planning and workflow

Manage goals, milestones and tasks. Use templates to establish work methods for different types of projects. Use workflow cases to break down work and manage the daily project issues.


Project planning


Document management

Share documents and information directly on the web. Keep track of the latest version of a document.


Share documents and information


Time, resources, invoicing

Report time and expenses for control and invoicing.

Track how much time has been spent and compare to budget to get early indications of budget slippage. Analyze resource use and future resource availability. Generate invoices and integrate with accounting.


Project control
 EXAMPLES OF FUNCTIONS

Overview

  • Project list
  • Project status
  • Project priority
  • Budget limits
  • Team members
  • Master schedule
  • Resource plan

Project planning

  • Milestones / phases
  • Project tasks
  • Budget limit
  • Task budgets
  • Progress
  • Color coding of tasks
  • Expense budget

Document management

  • Manage all types of documents
  • Document version numbers
  • Configure permissions
  • Project documents folder

Workflow

  • Structured breakdown of tasks
  • Break down case to case items
  • Workflow case documents
  • Report time on cases
  • Processes for case types

Time reporting

  • Report time easily
  • Billable time
  • Non-billable time
  • Different rates and activities
  • Fixed prices and hours
  • Debit ratio
  • Revenue analysis
  • Expenses

Resource planning

  • Allocate resources to projects
  • Allocate resources to tasks
  • Allocate % or hours
  • Resource calendar
  • Resource schedule by resource
  • Resource schedule by role
  • Resource estimate

Invoicing

  • Generate invoices
  • Invoice fixed prices
  • Invoice hours and expenses
  • Detailed invoice specification
  • Multiple projects per invoice
  • Integrate with accounting


 CUSTOMER QUOTE

"Other systems we have tried did not have the flexibility required for real-world use.


ProjectCompanion gives us a solution where we can work in a structured way but still have the possibility to tailor each project. We plan, report time and expenses, and create invoices effectively.



QualiCasa
Switzerland