|
Sales
· Marketing · Service
Dispatch · Financials
· Inventory ·
eServices
·
Customization
Project
Management
·
Asset Management
· Document Management ·
Screen
Shots
One of
the more difficult aspects of tracking a project’s time
and costs is the coordination of all the people on the project
team. ResQ's Project Management tool allows a project manager
to track projects and manage various accounting items, like
invoices and purchase orders in one interface.
Project
overview
When you’re actually running a project, you need to have
all of the people who are working on it, track their time
on a regular basis so you can keep track of progress against
budget. Project views are provided from the top down. The
Project Master Console provides visibility for all active
projects.
By storing
information about the time each project member spends on given
tasks and being able to pull together data from all aspects
of the project ResQ can bring the progress/budget picture
into focus.
Using
ResQ's Projects function is pretty simple. It's built into
the product; all aspects of the project; sales orders, workorders,
invoices, purchase orders, vendor invoices, service calls,
miscellaneous expense and revenues, etc. are all tied into
the project in a rolled up view and it's in real-time. ResQ
Projects even includes Document Management to centralize the
various documents that are produced and tracked during projects.
Collaboration
is at the root ResQ Projects
ResQ Projects are designed to be a collaborative tool, so
you can add new members to any project in progress, add new
schedule events and tie together new accounting activities
as you progress through the project. All members can access
the project details and add their own task and time data updates.
Another
useful collaboration feature ResQ Projects is the centralization
of all customer information. Project information is stored
and accessed in a single location to prevent information and
effort being duplicated.
Existing
information can be linked to a project or new information
can be created from the project, which is in turn automatically
tied in.
A project
is accessed from one form and all the project's details are
accessed from within that form with the use of detail tabs.
Each detail tab can contain an unlimited amount of items,
allowing large amounts of detail to be easily organized.
Time-tracking
/ billing feature comes in handy
ResQ includes time-tracking and billing: a timer function
that allows to try your time and billing rates for projects.
Project members can use the timer function to determine exactly
how much time they spend on specific tasks. You can start
the timer when you begin working and turn it off when you’re
finished, and ResQ automatically enters the time in the project-tracking
database. Or if you simply enter a time total if you are entering
the information after the fact. Time Billing allows you to
enter or selected Categories, Sub-Categories as well as descriptions
for each time entry that can explain how the time was spent.
Time
Billing Invoices
ResQ Project streamlines the process of generating invoices.
Because the time and billing data is tracked in the system,
generating invoices can take far less time than having to
manually calculate them and complete the forms. As long as
members have entered time and expense data correctly, the
process is largely automated. An invoice can be automatically
created for any time period, for any customer and the revenue
can be allocated to any GL account.
Because
Projects are integrated with ResQ's complete accounting module,
customer terms, currency type, and other accounting information
is readily available.
Sales
· Marketing · Service
Dispatch · Financials
· Inventory ·
eServices
·
Customization
Project
Management
·
Asset Management
· Document Management ·
Screen
Shots
|
