Easy Project 2019 Business
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.
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
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
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.
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
Finance management
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.
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).
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.
Project Price Calculator 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.
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