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Proces Demo Project
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Demonstration overview
Planning 1 Reporting Project, structure & budget 6 2 Invoicing Material fulfillment 5 3 4 Time management
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Planning Master planning Gantt – the four quadrants Infinite capacity
1 Master planning Gantt – the four quadrants Infinite capacity Plan board details Single project planning Department planning The quadrants Distributing hours 6 2 5 3 4
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New project Create a new project Structure & making changes
1 Create a new project Structure & making changes Allocating hours + effect on budget Allocating materials + effect on budget Importing a template or existing data Sales calculation 6 2 5 3 4
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Material fulfillment Purchase orders / quotes Stock transactions
1 Purchase orders / quotes Stock transactions Production orders 6 2 5 3 4
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Time management Book time Optional approval of hours
1 Book time Optional approval of hours Effects on project Closing timesheets 6 2 5 3 4
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Project based invoicing
1 Billing schema Down payments Supplemental invoices Revenue Create invoice 6 2 5 3 4
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Reporting 38 standard reports Crystal reports Examples: Progress
1 38 standard reports Crystal reports Examples: Progress Project margin Management % of completion 6 2 5 3 4
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Questions? REPORTS
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PROJECT - Department planning viewer
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PROJECT time & material import example
Entry
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