Anytime and anywhere on the internet online you will be able to see and monitor financial and accomplishment status of the most complex project
To prepare project (deal) from the offer coordinated with a client
To manage project progress
To add income, expense and to control project profitability
To set tasks to realize deals successfully
To set task deadlines
To add comments and notes about tasks and activities
To send the information about project status to client electronically
- Starting from the moment, when the Potential is registered in the system, the database of potential and real clients is developing automatically in the system. If a real cooperation with some of potential clients is not forming initially, you still have got your business gold resource - client contact information that you can use in future projects.
- The Offer coordinated with the client (with all related information) with a single click will automatically be moved to the Project section and the information need not to be entered repeatedly
- The Project is a successive continuation of the Offer. In the system all information about the progress of deals is accessible, so it is possible to ensure the management on the basis of an accurate and reasonable information
- The client can electronically follow to the accomplishment status of the project all time
- Data about the responsible persons, deadlines and work progress make the statistical database about successfully realized projects. In this way, business management is provided with a valid, complete information and data for making the analysis of business efficiency
In the Project section you can register and administer projects
To add a new project, click the gray button "Add" and a new section "Project" will be created
Section „Project list”
Information about project
In the Project section all relevant information is accessible both about the historical progress of the deal, as well as the actual financial flows.
To better understand the functionality of the Project section, let's look at it on the basis of an example
The Company has registered a Potential about a potential deal (hardware sale) and this Potential has been turned into the Offer . This Offer has been coordinated with the client and now in system a new Project has been created for the hardware delivery to SIA "Partneris": 1) computers for a total sum of EUR 9500, 2) printers for a total sum of EUR 490 and 3) photocopiers for a total sum of EUR 400. Information about the offer which has been coordinated with the client is automatically transferred to the project section. In this example section "Example. The project, coordinated with client" you can see that for this deal (hardware delivery) in the income section system has automatically calculated income EUR 10 390
Section „Example. Project, coordinated with client"
The company prepares outgoing invoice to client SIA "Partneris" for the delivery of hardware
Section „Example. Outgoing invoice is being prepared”
You can view the prepared outgoing invoice in the outgoing invoice list
Section „Example. The outgoing invoice in the invoice list”
The company will not supply the hardware to client SIA "Partner" itself, but for this work will hire a company that ensures transportation services. The company, which is ensuring transportation service invoices for a total sum of EUR 60.50 (EUR 50.00 without VAT). The company registers this incoming invoice in the system. You can view the incoming invoice in the incoming invoice list
Section „Example. The incoming invoice in the invoice list””
After invoice registration (both outgoing and incoming) system automatically calculates the expected income and expense of the concrete deal for hardware sale. As you can see in the section "Example. The project, after invoice registration" in this example system has calculated that the total company profit will be EUR 10,340
Section "Example. The project, after invoice registration"
If you want to add an attachment (for example, a contract) to the Project click the text "Select a file to upload" to upload”. If the file that you want to add as attachments is already uploaded in the system, click the gray button "Select from list". If the file that you want to add as attachments is not uploaded in the system, click the gray button "Upload"”. In the field "Name" you can write the attachment name
When the section "Project" is filled with information click the gray button "Save"
To print the section "Project" with the information filled click the gray button "Print"
If the project is prepared in its final version click the gray button "Confirm"
After the confirmation of the project last version it will not be possible to correct it anymore
Congratulations, you've prepared the project! Time to invoice!
When projects are added in system a new section "Project list" will be created where you can view all projects
Section „Project list”
In the column "Status" the status of each project is shown. The list includes all deals that are registered in the system starting from the Project step
The project may have the following statuses: New (Project), Confirmed, Rejected, Invoice
In the column "Responsible" the responsible person for the implementation if each project is shown. If the responsible one is changed, then the current responsible person is shown in the column
In the column "Duration" it is shown for how long each project is in the status of project since registration (in the status "New")
In the column "Sum" the current sum of the project is shown (income + expense)
In the column "Profit" the project profit is shown (income - expense)
To delete one or more projects, click the red cross "Delete" which is opposite the concrete project in the column "Actions"
To edit information about some of the projects:
In order to simplify the search of records use filter fields (Search by ..) on top of each column as well as the box "Search"
To change the number of records that displays within the same page in the box "Show [the number] records" enter the necessary number of records
In Big project section you can register and administer big projects
Generally within the Project management, invoices are addressed to only one client, that is, the outgoing invoices are automatically transferred to the project income part.
If the project is larger and within this project invoices are addressed to more than one client it is recommended to use Big project section.