Easy Project Business

The Easy Project Business variant includes all the basic project management tools from the Essentials plan, supplemented by resource management, attendance, task scheduler, project budgets, financial statements, controlling and cash flow.

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.

Easy Project – Resource Management Master Plan

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.

Easy Project – Competency Management

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.

Easy Project – Attendance Dashboard

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.

Easy Project – Scheduler

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.

Easy Project – Attendance Management for vacation approval requests

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.

Easy Project – Resource Dashboard

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.

Easy Project – Budgets Statement Dashboard

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.

Easy Project – Payroll and Invoicing Dashboard

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.

Easy Project – Finance Dashboard

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.

Easy Project – CBS – Cost Breakdown Structure

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.

Easy Project – Project budgets for expense planning

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).

Easy Project – Cash flow in Gantt chart

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.

Easy Project – Payroll & invoicing sheets based on timesheets

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.

Easy Project - Quotation

Risk management

Risk Management

Risk Management is a mandatory process for each correctly managed project. This tool allows you to set the risk matrix through your organization, manage risks on projects and provide global risk reporting and overview for management. The global module is suitable for the roles of Line Manager, Risk Manager or Project Management Officer (PMO), while the project module is optimal for Project Manager, allowing him to manage project risks in a controlled manner per each particular project under his supervision.

Easy Project – Risk Management

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