Project Management

“Advanced Projects” – Track projects during your sales process, define and manage project plans, assign resources, and integrate project activity into your order-to-cash process

Adv. ProjectsProjects incorporated into the Sales process
Adv. ProjectsUse Project as workspace to identify work tasks, plan and price resources, balance margin and risk, and define billing behavior
Adv. ProjectsProject record profitability model
Adv. ProjectsProjects linked to Opportunities
Adv. ProjectsSource Project items and billing behaviors into Estimates and Sales Orders
Adv. ProjectsRepresent Time and Materials projects on Sales Orders and track time as fulfillments
Adv. Projects and Charge-Based BillingTime and Materials project billing
Adv. Projects and Charge-Based BillingFixed Bid Interval project billing
Adv. Projects and Charge-Based BillingFixed Bid Milestone project billing
Adv. Projects and Charge-Based BillingBilling Milestones exposed in search
Adv. Projects and Charge-Based BillingExpense based project billing
Adv. ProjectsProject Plan (work breakdown structure) consisting of Project Tasks with customizable views
Adv. ProjectsImport Project Tasks via CSV with provided Microsoft Project Export Map
Adv. ProjectsUnlimited levels of Summary tasks
Adv. ProjectsAs soon as possible and x Project Task constraints
Adv. ProjectsFinish-to-Start and Start-to-Start predecessor relationships for Project Tasks
Adv. ProjectsMultiple Assignees per Project tasks with work and units fields
Adv. ProjectsPer Project Task Assignee billing rates for Time and Materials projects
Adv. ProjectsDisplay Project Tasks on dashboard via portlet
Adv. ProjectsSystem calculated duration for Project Tasks
Adv. ProjectsSystem calculated start and end dates for Project Tasks
Adv. ProjectsSystem calculated project end dates and duration
Adv. ProjectsProject baselining and variance tracking
Adv. ProjectsFinish no later than date
Per-Employee Billing RatesOverride billing class on a per-task basis
Adv. ProjectsCopy tasks from one project to another
Adv. ProjectsProject Templates
Adv. ProjectsMilestones (and converting milestones to tasks.)
Adv. ProjectsLag Time
Adv. ProjectsProject Dashboard
Adv. ProjectsFinish-to-Finish and Start-To-Finish predecessor relationships
Adv. ProjectsNon-billable Tasks
Adv. ProjectsUpgraded Gantt View
Adv. ProjectsEarned value reporting
Adv. ProjectsLimit time and expense entry to listed Project resources
Adv. ProjectsRoute time entries to Project Manager for billing approval
Adv. ProjectsPer-employee Work Calendars
Adv. ProjectsAutomatically track budgeted time vs. actual, and percent complete on projects
Adv. ProjectsCreate projects automatically when services are sold
Adv. ProjectsAllocate salary and company contribution payroll expenses to projects
Adv. ProjectsEstimate project profitability based on loaded labor cost and scheduled billings
Adv. ProjectsReport on employee utilization and backlog on projects
Adv. ProjectsTrack utilization and productivity separately and use work calendar for denominator
Adv. ProjectsSet utilization values at project level and source to time entry
Adv. Projects + SuitePeopleAccess Project Tasks via Portlet
Adv. Projects + OneWorldIntercompany Time & Expense

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