ISIS

Project Manager Module

PROJECTS MODULE

An opportunity means that a client is likely to close a deal due to a time-based or resource-based need. Opportunities sold often result in new Projects. Your sales and service teams and/or your management team can track Internal and External Projects by date and use this tool to manage internal and customer interactions more effectively.

Track all your Clients, Customers or Distributors, Resellers and Manufacturer's Representatives projects in this Module.

Business process

1. Project administrator enters a New Project (Or converts an opportunity) into the Project management section

2. Activities are created and associated with the project.

3. Time-sheets are created by the Employees/Subcontractors doing the activities and easily convert activities into time-sheets.

4. Employees/Subcontractors mark activities completed as they finish the work.

5. Time-sheet admins approve time-sheets. (This can be for job costing and/or Employees/Subcontractor pay tracking)

6. If ISIS is used for as the billing system time-sheets can be easily added to invoices or PPDBs (Pre-Paid Discount Blocks). ISIS offers a full Accounts Receivable modules for billing, AR and payments received.

7. Reporting

a. Reports run by project leaders for project status and management.

b. Reports run on time tracking for Employees/Subcontractors pay status and/or management.

c. Employee utilization reports. This helps managers to understand if their Employees/Subcontractors are being over or under utilized.

Projects fields
Company name
Contact
Type (Opportunity or Project)
Name
Group (This is if you have a Master Project and want to track multiple Projects under one master Project)
Account Exec.
Probability
Status (In Progress, Completed, Cancelled)
Number (If your team uses numbers to track Projects then this where you track it)
Active or in-Active
Proposed Close Date
Roles (This area you can use the Roles function located in the Time Tracking module to track Role Labor rates, Assign Roles and Quoted or Estimated Hours and the System will automatically sub-total Rate X Quoted hours)
Total Value (This is a dollar amount for the Project)
Notes and Comments area

Search an Projects by:
Company
Contact
Acct Exec.
Proposed date range (From and To)
Type (Opportunity or Project)
Status
Group (This is if you have a Master Project and want to track multiple Projects under one master Project)
Partners (You can search Project for a company and it's partners. Example track all your distributors Projects)
Active/In-Active
Probability
Search (This is where you can search for a Name of a Project)

In a Project listing you can see these columns:
Action (Delete and/or edit an Project)
Company
Name
Status
Probability
Acct Exec.
Proposed Completion date.
Value

Groups Menu

This is where you can create Master Projects and/or Groups. This will allow you to place multiple Projects Groups under a Master group to be able to report on all the Opp/Projects located under that Master group.

The Projects Mini-view is a quick and easy way to view yours and/or your teams internal and external Projects on the main landing page. There are two different Project Mini-views for Projects "Internal" and "External" Projects. The Internal are projects going on in your own company for which you may want to track labor hours or details. External Projects are for Customers and/or your customer's customers. See Projects Mini-view help for details.

Related Categories:

		How to Create an Project (Project Module)
		Master Projects
		Project Reports
		Security and Access Rights and Privileges (Projects Module)