Project Management
Situation
Fueled by the demand for interoperability and diversity, large projects are quickly replacing traditional two-way sales and service as the mainstay of the business. Whether your projects are long or short-term, fixed priced, time & material, or internal, effective tracking and management of each project is essential to your success and profitability.
Everything you need to ensure successful management of your on-going projects is included. From tracking project equipment and labor, to billing the customer, paying your sales reps, and monitoring your profitability, Project Management can do it all, and will save you time and money in the process!
Project Management Highlights
Integrates seamlessly with other modules
Tracks profitability and status of project
Tracks financial info for T&M, fixed price and internal projects
Provides a central point for managers, technicians, and accounting staff to access and retrieve project info
Allows milestone (in progress) invoicing
User controls invoice format
- Freeform text
- Detail based on Sales Orders/Job Tickets
- Lump Sum
Links/Unlinks Sales
Orders/Job Tickets to a project
Tracks equipment, parts, labor, and subcontractor revenue and costs
Tracks change orders
Allows revenue and costs to be split among shops/departments
Posts to Work in Progress G/L account at month-end
Tracks Commission
- Multiple salesreps
- Commission % or fixed amount
- Can be split among salesreps