PROJECTPRO – PROFESSIONAL SERVICES MANAGEMENT SOLUTION

Greater Operation Efficiency: Get more effective control over resources management, their capacities and task allocation inherent to projects

Better Information Flow: The use of a single platform improves collaboration between different areas of the company with visible results in productivity and customer satisfaction

Simplified Billing: Ease data collection that supports and automates the billing process and supporting documentation

Effective Profitability Control: Gain visibility on the profits and costs of each project with control over different activities and milestone

Native integration with Microsoft productivity tools: Excel, Outlook and Winword

PROJECTS

• Project budgeting
• Project templates
• Multilevel structuring with control of costs / income and hours
• Supports different billing processes: Time & Materials, per milestone or continued contract
• Calculation of work value in progress

TIMESHEET

• Time recording with direct allocation to projects
• Billable versus non-billable hours control
• Hour approval flows

RESOURCES

• Categorization / profiles
• Definition of competences
• Defining teams
• Capacity control
• Project allocation management

BILLING

• Configurable price lists by project and with the possibility of defining prices by several combined factors: Resource, task type, resource category, project stage, etc.
• Bulk price increase accelerators / suggestions
• Billing by customer, project and / or task
• Defining recurring billing plans
• Definition of ad-hoc billing plans (fixed price)
• Automated billing based on recorded hours and / or billing plans
• Automation of billing support reports to justify invoiced hours
• Automated billing plan renewal
• Missing billing control
• Billing approval flow
• Invoice layouts grouped by: Task, Task/Resource, Task/Type of work, Task/Type of work/ Resource, Task/Resource/Type of work, Task/Issue, Task /Issue/Resource

INTEGRATION

• Integration with the remaining areas of Microsoft Dynamics 365 BC for customer management, purchasing, accounting, fixed assets, electronic invoicing, cash management and others.