Project Setup

Project Setup Wizard

Create projects in a few clicks using the Project Setup Wizard to start a quote or project.  The wizard ensures that the project is correctly created with required information entered and validated.

Customizable Project number creation

Create one or more project numbering series for different types of projects to help view and monitor projects.

Pre-activities

Start the project process before a customer commits to the project.  Create Quotes that may or may not become projects to create budgets and record work against. The project and budget can be weighted according to the pipeline probability.

Activity Templates

Previous Project plans or defined templates can be applied to a project from a fully user-configurable library of templates. Combine multiple templates into one larger template so the project develops as it progresses. This helps ensure the structural integrity of the projects, methods & processes and keeps the overhead low.

Flexible Project and Task Structure

Design projects to fit the way you do business by defining a flexible nested task structure.  Project structures can include factors such as client, job, phase, task, work breakdown, and work types to allow better visibility into project performance.

Customizable dimensions

Load existing or create new dimensions to record information for a project.

Internal and Customer projects

Setup projects for internal or customer facing projects.

Accounting and Project Integration        

Simplify timely analysis and project accountability by providing a single system for project managers and accountants.

Task dependencies

Setup dependencies between tasks to influence budget creation.

Pricing Discounts

Discount levels can be setup for resources, customers, items and expenses.

Setup Invoice formats

Choose from predefined invoice formats or create custom formats based on the customers’ needs.

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