Checklist ProjectManager - Handle All projects

With our checklist you get a quick overview of how Projectmanager helps you to control and simplify all project-oriented operational processes.

General

  • Web based Software
  • Secured login
  • Multilingual: English, German, French, Swedish
  • Simple graphics, easy to navigate
  • Shortcuts to the time registration
  • Calculator
  • Weekly plan
  • Easily accessible timekeeper

User Rights and Security

  • Unique URL
  • Secured logins
  • Permission based roles 
  • Three basic user roles (Administrator, Project Leader, Project Member)
  • Individual setting of rights possible
  • SSL optional

Calendar - Basic Planning of Resources

  • Assignment of normal working hours to users
  • Planned vacancies
  • Unlimited number of time codes to be created
  • Holidays

Projects

  • Unlimited number of simultaneous Projects
  • Unlimited phases and activities
  • Dynamic projects scheduling
  • Configurable project list of phases and activities
  • Comprehensive budgeting
  • Projects templates to be created
  • Update of projects status
  • Edit projects
  • Copy projects
  • Plan time with Gantt charts
  • Administer phases and activities

Project Administration

  • Select status for phases and activities
  • Edit phases and activities
  • Create archives of documents
  • Link contact persons to projects
  • Plan time and staff utilization in a Gantt chart that can be edited at anytime
  • Cost and price calculation including a review of the pricing mode
  • Re-usable project plans with phases and activities
  • Preview of invoices

Document Management

  • Folders for each project to be created
  • Support all types of files
  • Access rights controlling each folder and file
  • Possibilty to build hierarchies of folders
  • Handling documents
  • Navigate and read
  • Search folders

Reports

  • Create and save own reports with various report generators
  • Monthly reports
  • Registered time/day
  • Registered time/project
  • Registered time/time code
  • Planned time
  • Project report: project plan
  • Project report: project status
  • Project report: survey
  • Project report: report of key figures
  • Time reports
  • Time reports, time graph
  • Time planning: Gantt chart
  • Time planning: time code reports
  • Salary details, vacancy reports
  • Salary details: survey, with SIE4 file
  • Invoice details, with Excel file
  • Invoices, with PDF print-out
  • Invoice journal, with SIE export
  • Control information: project list
  • Control information: order information
  • Control information: sales forecast
  • Control information: recommendations
  • Control information: registration report

Time Registration and Billing

  • Register time for date, project, phase and activity
  • Register purchases of material and services
  • Edit registrations
  • Time codes according to own choice
  • Verification
  • Register for other users
  • Invoice basis
  • Invoices
  • Export/Import Invoics basis via XML-API
  • Print invoce from the Web

Administration

  • Search user register
  • User register to Excel file
  • Users: edit
  • Users: inactivate
  • Users: import
  • User groups
  • Customer register
  • Search customer register
  • Customer register to Excel file Supplier register
  • Search supplier register
  • Supplier register to Excel file
  • Products and services
  • Search products and services
  • Material register to Excel file
  • Project types, create starting points for the projects
  • Phases and activities (edit)
  • Calendar maintenance
  • Set normal working hours
  • Holidays, adjustable
  • Week numbers, adjustable

Organization Settings

  • Organization Settings
  • Basic information on the organization
  • Settings, such as:
  • Home page
  • If internal as well as external projects should be part of chargeable time
  • Select if time should be registered for all activities or just active ones 
  • Select the starting point for registration of a new project
  • Invoicing
  • Bookkeeping
  • Result units
  • Time codes
  • Verification, set
  • User rights, adjust