Manage Projects

Activity Management

• Monitor the status of all current jobs with the daily WIP List
• Print WIP lists for individual clients
• Define activity stages and assign people with the Job Planner
• Get an overview of associated costs for each job in the studio with the Job Summary
• Assign tasks to employees with the Tasks List
• Check off tasks as they are completed
• Add times to tasks to create timesheet entries
• Create timesheet entries with easy description and quantity fields
• Print timesheet reports by employee or by job
• Monitor the total amount of time spent on a job
• Rates Matrix that allows you to create rates for different activities you charge clients

Project Management

• Store all quotes, purchases, estimates, timesheets and expenses for a job in the one place
• Visualise task progress with the Job Progress Bar
• Compare estimated to actual amounts invoiced with the Job Progress Bar
• Store client briefs
• Integrate file references and attachments
• Print job labels
• Generate email quote requests to suppliers with one click
• Store multiple supplier quotes under the same job bag
• Create quote requests using the specs table and predefined pull down menus
• Turn quote requests into purchase orders with a click
• Approve individual items in supplier quotes to include in your purchase order