Opportunity Management - Forecast, Plan And Resource Projects From The Start Of An Opportunity To The Final Delivery
Setting up your projects and opportunities is easy with the project templates facility, or importing directly from Microsoft Project, allowing your team to get working on a bid or a project very quickly.
You simply create the key information for each project. This includes:
- The client and contacts associated with the project.
- Your project team - those consultants and other staff assigned to the project.
- The project work structure - the phases and tasks to which your consultants can assign their time.
- The invoicing rules - how you have contracted to invoice for the project e.g. time or fixed fee; against key dates or milestones; or any combination.
Then, all your consultants have to do is simply enter their time in intuitive, error-free timesheets against the project task to which they are assigned plus any internal or non chargeable work. They can also enter personal and project related expenses, purchases and disbursements.
The power of PROJECTminder comes from its ability to take these simple inputs, consolidate them across all projects, then automatically drive through client invoicing; and provide real-time consultant level, project level and business level reporting.
