Easy Project 10 Business

Content

Business includes all Essential PM tools plus Resource Management and Finances.

Resource Management

Resource Management Master Plan

Efficient utilization of resources across all projects and an instant overview of under-resourced projects are easy with the Resource Master Plan. Tasks can be assigned according to employee expertise while keeping each person’s workload balanced.

Key Features:

Daily/weekly/monthly views
Competency & department filtering
Overview of problems - overdue tasks, hour allocation issues
Display of cash flows and milestones
Colour coding for tasks/projects with problems

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Competency Management

Using Competency Management, you can identify the full capabilities of your company, determine the competencies of your workers, and consequently effectively utilize available competencies by giving clearly granulated projects and setting project plans.

Key features:

Displays tasks of the workers in time with their total workload
Task updates and assignment using a drag & drop feature
Integration with attendance – planned vacations, holidays are taken into account in workers' capacities
Integration with meeting calendar – planned meetings are taken into account in workers' capacities
Competency planning by teams and trackers - filter only certain type of work with the respective teams

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Attendance Dashboard

This dashboard gives you a snapshot of when your employees and/or colleagues are present at your business office, home office, have break or are absent. It allows you to easily create custom reports for the Finance office’s budgeting needs.

Key features:

See right who is clocked in/out, on break, or is absent
Receive an alert about missing attendances, exceptions, or any other customized notification
Review scheduled vs. actual hours worked to predict operational needs
Review and approve vacation requests
May serve as your central workspace for attendance management
Customize the information featured on the dashboard

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Scheduler

With Scheduler, you can plan and assign tasks for yourself or for other users directly on your calendar. You will immediately find out when a user is busy with other scheduled events such as meetings, business activities or other assigned tasks. It also shows the attendance of users, making it impossible to plan assignments during their absence.

Key features:

All-purpose drag-and-drop calendar
Quick task allocation and update
Personal and managerial view with different permissions
Video meetings via Zoom integration
Can be added to any personal dashboard
Advanced filters and search
The journal of all planned activities (Agenda view)

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Attendance Management for vacation approval requests

Efficient time utilization can be jeopardized by employees' irregular attendance. With the Attendance Management system, workers can log and plan their attendance, and managers can access the attendance plans and statistics of all users.

Key features:

Attendance logging using a personal calendar (office, sick leave, vacation, home office, etc.)
Planning of future attendance in a calendar
Vacation (leave) approvals from managers
Automated attendance logging by accessing Easy Project from defined IP address
Integration with Resource Management – planned attendance is taken into account

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Resource Dashboard

The Resource Dashboard shows you the most/least loaded users, task types with the most hours allocated, and diagrams with visualized workers' time utilization. You also get an overview of the total hours allocated and control over any discrepancies in allocation.

Key Features:

Lists of most and least utilized users
User utilization Gauge diagram according to allocated hours
Working hours utilization of a group of users
Pie chart for task type allocations - hours allocated for different types of jobs
Total allocated hours for both: spent time and hours allocated in the future

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Finance management

Budgets Statement Dashboard

Budgets Statement Dashboard is an interface for the financial managers and analysts to quickly view the significance of budgeting and forecasting data at a glance. Create budget and forecast plans. See projects with the highest revenues, total costs, and profits. Control plan fulfillment of your profit or compare any financial data with the previous period.

Key features:

Shows the expenses that have been planned for a defined time period
Displays the difference between planned and real budgets over a time period
Lists the departments with the highest budget for a defined time period
Shows the trend of the budget over a time period
May serve as your central workspace for budget management
Customize the information featured on the dashboard

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Payroll and Invoicing Dashboard

Tracking payroll and invoicing operations is a high priority for any business. Understand you payroll and invoicing sheets at a glance. See which invoices have been paid, are due or overdue - so you know what money you're owed and who you need to chase up.

Key features:

Track payroll and invoicing operations at a glance
See what money you're owed and who you need to chase up
Stay on top of your billing at all times
May serve as your central workspace for payroll and invoicing management
Customize the information featured on the dashboard

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Finance Dashboard

Reporting of financial operations is an integral part of financial management that helps in reporting the financial aspects of a business service to various stakeholders in the organization that consumed this service such as the business unit heads, department heads, or account heads.

Key features:

Continuous tracking of all aspects of financial performance over a time period
Common financial KPIs like incomes, earnings, costs, expenses, etc.
Shows the difference between the total charges and total costs for a defined time period
The heads-up information, right at your fingertips, can be further utilized to reveal trends over a time period
May serve as your central workspace for finance management
Customize the information featured on the dashboard

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CBS - Cost Breakdown Structure

Cost Breakdown Structure (CBS) represents a breakdown of the costs of the various components of the Work Breakdown Structure (WBS) including all works or services done by the subcontractors. It is used to continuously compare the actual costs with the budget, and integrate to the cost control system.

Key features:

An overall visual insight of project finances in a mind map
Work breakdown structure (WBS) and cost breakdown structure (CBS) integrated together
A new income/expense can be created directly from the mind map
Customizable legend and currencies
Print (or export to PDF) the mind map including budgets for each project and task

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Project budgets for expense planning

Cost planning is a key to successful project management. Easy Project allows you to create project budgets and compare them to real spending. You can monitor revenues, costs, payroll costs and overall project profitability.

Key features:

Project budget plan versus current budget
Monitoring of revenues, costs, payroll costs and profit, travel costs and travel costs reimbursements
Payroll costs derived from time spent multiplied by hourly rates
Definition of hourly rates by roles, activities, and members of the project team
Financial statements over the whole project portfolio

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Cash flows

Easy Project will keep track of your project cash flows — a crucial indicator for accountants, stakeholders, and employees. Cash flow normally concentrates on cash-generating activities, which can then be easily compared to the ones planned.

Key features:

Cash flow overview of project portfolio
Comparison of planned cash flow with actual cash flow
Daily, monthly, quarterly and yearly views
Export to XLSX

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Cash flow in Gantt chart

To see cash flow in both project and global Easy Gantt, just select Cash flow under the Tools menu. Of course, Cash flow feature is only available when Money plugin is installed in Easy Project. Clicking on it adds a new horizontal line to the timeline. This line shows numbers representing the balances of planned incomes and expenses per selected period (day, week, month).

Key features:

Shows cash-flow balances straight in the Gantt chart
Money module is required to see and edit these balances
Balances per individual projects are shown in the respective project bars
It shows details per subprojects as well

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Payroll & invoicing sheets based on timesheets

By combining information from timesheets and internal/external rates, you can create invoicing and payroll sheets within Easy Project, which can then be sent directly to the client thanks to integration with CRM and Contacts.

Key features:

Timesheets multiplied by internal and external hourly rates
Payroll sheets by users
Invoicing sheets by projects
Complex filtering and settings
Integration with CRM and Contacts - complete invoicing solution

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Project Price Calculation and Quotation

Streamline the process of preparing a quote with Easy Project. Calculate project price based on the number of hours needed to complete it, plus any other user-defined items. Quotes can be easily styled and exported into PDFs.

Key features:

Project time estimation and price calculation from project tasks
User defined calculation items such as material, licenses, etc.
Discounts per calculated item and a total discount
Export of calculation to PDF with a logo and colors in a form of a quotation
Transfer of the project price from calculation to project budget

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Financial data integration via Zapier

Are you interested in how to connect Easy Project with XERO and other accounting systems? Simply thanks to Zapier platform, which gives you integration allow you almost real-time finance controlling of your project budgets. Read more in this article.