ProjectManagement for Your Business
- Special Features
- Time Sheet Entry
- Travel Expenses
- Mobility
- Customer Service
- Maintenance
- Support
- Project Management
- Budget Planning
- Resource Planning
- Equipment Management
- Approval
- Purchase/Inventory
- Project-related Purchase
- Project-related Warehouse
The graphics are interactive: If you select (click on) a position/an employee, you can see the functional areas of ProjectManagement to which the employee has access. If you click on a functional area, a brief description of the single features of this area is displayed.
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Preliminary Projects/Calculation
- Flexible planning options such as periodic planning, budget planning or quantity planning
- Several versions of precalculation
- Automatic sales order generation in your corporate business design
- Email dispatch of sales orders out of ProjectManagement
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CRM
- The Web Client and Mobile Client allow you to access all business data independent of location and time. In addition, you can add new opportunities to business partners in the Web Client.
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Time Sheet Entry
- Times can be recorded by the employees, project managers or back office.
- Entry devices: e.g. bar code, laser pen, touch screen or smartphone
- Attendance times or hours can be posted to one or more projects.
- Approved vacation is transferred automatically to the time sheet entry and planning.
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Travel Expenses
Travel expenses can be recorded by the employees or the back office.
The costs are assigned directly to the respective project and are billed internally.
The travel allowances according to German law are already included in the system.
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Mobility
Data access and entry is possible via Internet and smartphone (Web Client, Mobile Client).
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Maintenance
Failure management
Customer access via Web Client
Texts, documents and images can be recorded.
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Support
Support ticket management
Customer access through Web Client
Texts, documents and images can be recorded.
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Budget Planning
ProjectManagement supports different budget variants per project. In addition, approval procedures enable you to approve budgets.
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Resource Planning
- Standard planning, Gantt planning, periodic planning
- Resource pool planning, availability of resources is checked immediately
- Transfer of resource pool planning by drag and drop to employee
- Different working time rules (business calendars) are considered in the planning, e.g. different calendars are defined for different states, for employees working part time or for freelancers.
- Changing planning, moving dates, different planning versions: Data changes are considered automatically on each level (time, costs, resources and analyses)
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Equipment Management
- Management of all kinds of equipment (beamer, company cars, digger etc.)
- Planning equipment, flexibly and financially
- Analyses are available at the touch of a button, e.g. equipment/machine capacity, costs, profit etc.
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Approval
- ProjectManagement supports approval processes which can be freely defined when planning employees, budgets or performed hours. Only after approval by the respective responsible, employees can be planned, budgets can be used or invoices for customers can be generated.
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Project-related Purchase
- ProjectManagement supports the entire purchase processes, from the request for quote, quoted prices, purchase order, goods receipt, vendor selection to the automatic transfer of sales order prices to the project contract and invoicing and payment.
- All purchase processes are documented.
- Even the phase-related purchase is supported.
- The purchase status of each item can be visualized at the touch of a button.
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Project-related Warehouse
- Warehouses exist at different locations.
- Project Warehouse
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Reporting
- The following reports are available: Degree of Completion, Remaining Volume, Planned/Actual Hours Comparison, Employee Utilization, Project Totals, Breakeven Analyses which can be freely defined per project, Work in Progress (WIP) and much more.
- Web Client enables access to many analyses irrespective of where you are.
- More than 200 templates for standard reports are already included.
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Dashboards
- Display in graphic format by means of Crystal Dashboards possible, e.g. KPI.
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Work in Progress
- ProjectManagement supports the evaluation of plants under construction (WIP).
- Calculation according to IAS /US GAAP possible
- The values are transferred to the financial accounting/balance sheet at the touch of a button.
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Document Management
- Access to all project relevant data, from the sales quotation and planning, contracts, purchase documents and costs to external documents.
- The interface ELO 4 SAP Business One enables to file documents in line with legal requirements in the document management and archiving system ELO. For more information, please see ELO 4 SAP Business One.
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Invoice
- Once a contract or partial value of a contract has been approved for invoicing, the accountant will receive automatically an invoice proposal.
- Different billing types are supported, such as billing by milestone or due date, down payments or advances etc.
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Commission
- The system supports also the entire process of commission payments to employees, from the automatic creation of accruals based on A/P invoices and corresponding posting and documentation of A/P invoices to the commission payment to employees.
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Financial Accounting
- ProjectManagement is linked with the chart of accounts of SAP Business One.
- The orange arrow allows you to switch directly from an invoice to an item or from the account balance of the business partner master to the associated account.
- The financial accounting includes also a payroll interface.
- ProjectManagement automatically assigns surcharges, such as allowances with the travel accounting or premiums with the time sheet entry and exports the gathered data to the payroll software.
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Internal Service Charges
- Services performed by the employees, travel expenses or costs for projects can be charged internally to the cost center causing the costs.
