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

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

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

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)

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

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

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 the budget and forecast plans. See projects with the highest revenues, total costs, and profits. Control plan fulfilment of your profit or compare any financial data with 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

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

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:

  • Continous 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

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

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

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

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

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

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

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.

Key features:

  • How to get financial data for Easy Project budget
  • Why is integration solution important
  • How Zapier technology works
  • What are benefits of Zapier integration
  • The case study of integrated accounting system XERO
  • Other accounting systems possible integrations via Zapier

Additional information

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