Easy Project Essentials
The Easy Project Essentials variant includes all the basic project management tools as Work management, Agile management, Time tracking, Portfolio management, Project controlling & reporting, Project templates and Personal dashboards for 6 users.
Project Management
Gantt chart for easy project planning
Tired of overdue tasks and clumsy Excel spreadsheets? Try a Gantt chart, it will visualize your projects and make planning easier so the process runs faster, is more synchronized, and stays easily communicable.

Key features:
- Visualization of project tasks on a timeline
- Task planning with drag & drop
- Relations between tasks and sub-tasks - easy editing
- New tasks and milestones creation within the Gantt chart
- Baselines creation within the Gantt chart






WBS – Work Breakdown Structure
Eliminate undefined tasks and delays by using WBS. Clearly parse out projects and define all the deliverables. Quick personal planning and collaborative development of a project’s scope are easy with WBS.

Key features:
- Mind map like visualization of the projects, tasks, and sub-tasks
- Drag & Drop sorting of tasks and projects
- Creation of tasks from the mind map
- Colour visualization of tasks completion and trackers
- Familiar keyboard shortcuts from other mind map tools





Mind Maps
Mind Maps are used for better planning, brainstorming, and creation of project and process diagrams. You can use them to organize your thoughts about any project without having to create tasks. Unlike WBS, they are designed more for the initiation and analysis phase of a project when it is not yet necessary to create tasks and collaborate but, above all, to analyze and think about all parts of the project or process.

Key features:
- Create a mind map in the context of a project
- Create up to 250 nodes in a single mind map
- Limit access to the Mind Maps on your project using roles & permissions
- Complement any mind map node with text description, URL, or relation to an existing task
- Create a new task straight from the mind map node
- Use full-screen view
- Your mind map is saved automatically
- Variety of useful keyboard shortcuts
- Locking mechanism – when you edit your mind map, other users are prevented from editing








Quick Project Planner
Quickly plan complete projects by entering the basic task details: name, duration, and due date. Available through the sidebar of your project page, the planner will allow you to take note of tasks during both the brainstorming and preliminary project definition stages.

Key Features:
- Allows to set name, estimated time & due date
- Pop-up menu for definition of other task details
- Project level module easily accessible through sidebar
- Saves time, ideal for on the go planning



Project roadmap
Get an instant overview of your project goals in the form of milestones and all the tasks that need to be completed. With Project Roadmap, you get an instant overview of the whole project plan.

Key features:
- Visualization of the whole project plan on a single page
- Display of milestones with associated tasks
- Display of due dates and current progress
- Easy milestone filtering
- Quick access from the project menu


100% GDPR compliance
Easy Software takes personal data protection seriously. European regulation known as general Data Protection Regulation (GDPR) brings a number of challenges to all organizations and became one of the most resonated business topics. Our mission is to provide Easy Project clients and basically all Project community with a reliable software which allows fulfilling all duties of Data Processors efficiently. Easy Project is 100% GDPR-ready from version 1.3 (May 2018).

Key features:
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Extended password policy enforcement (2-factor authentication, auto sign-off...)
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Technical and process measures to limit potential data access only to requested people or occasions
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GDPR specific features (right to be forgotten, contact anonymization, right to access...)
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Verified cloud data centers with high-end security
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Regular back-ups and private cloud for increased security

Project Documents
Documents can be attached to tasks and projects and then easily searched, versioned, and edited online. Under the Documents module you can find a complete overview of all the attachments from a specific project and tasks related to each of them.

Key features:
- Document categorization
- Role-based access rights to different document categories
- Documents versioning
- Online document editing
- Complete overview of all task attachments on project




Critical path of the project
A critical path is a sequence of tasks that cannot be delayed or else the whole project would be delayed. Also, it shows the shortest time that the project can be completed. A task within the project is considered critical if its due date can not be delayed since it would directly affect the project completion date.

Key features:
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identifying the critical tasks of the project
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easily accessible via project Easy Gantt
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reversed critical path option
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helps keep up with the project schedule


Baselines
Assess project performance by comparing it to the original plan. Baselines provide snapshots of the project plan at different moments, allowing you to easily compare the plan to current performance within your Gantt chart.

Key Features:
- Baselines visualization in Gantt Chart
- Unlimited number of baselines
- Comparison of current and originally planned start and due dates
- Overview of all changes to the tasks' timing
- Easy to create and delete directly in Gantt Chart


Custom fields
Make Easy Project your own by creating computed fields customized to your personal needs. They can be created on a variety of entities and can appear depending on trackers and attributes.

Key features:
- Works with basic arithmetic
- Can be created on various entities
- Appear depending on attributes and trackers
- Support even complex calculations




Project templates

- Unlimited number of project templates
- Full-featured templates – team & roles, tasks, milestones, documents
- Easy Project templates for typical projects
- Saves time by eliminating the need to fill in all project details
- Complete list of all project templates accessible through Administration
Personal dashboard for all your needs

- Tasks in a list or calendar format,includes: my tasks, task assigned to me, tasks I cooperate on, tasks according to projects
- Projects in a list – my projects
- Activity, attendance and time management modules
- Easy buttons for easy task update
- Variety of graphical outputs, reports, Gauge diagrams





Design themes
Easy Project comes with 3 design themes to meet various users' needs - Default, Compact, and Dark. Every user can switch between the themes on his user's profile.

- Default theme is designed for most users as it brings standard light-colored graphic layout suitable for typical work, particularly in daylight or well-lit environments at night.
- Compact theme is a light-colored theme with the layout of graphic elements much more compacted to display maximum data on one screen, thus reducing the need for scrolling.
- Dark theme displays dark surfaces across the majority of the UI, thus helping improve visual ergonomics by reducing eye strain and facilitating screen use in dark environments.



Mobile project management

Key features:
- Tasks overview with filtering
- Projects overview with filtering
- Task management - creating a new task, editing, adding comments, uploading attachments...
- Time tracking to individual tasks and projects
- Spent time statistics




Work Management
Task Dashboard
Task dashboard can show you the status, task name, task tracker, contact, date, and assignee for each task created. See which tasks have been done, are in progress or overdue - so you know what tasks require your attention in order to keep pace with your project plan/schedule.

Key features:
- Manage tasks assigned to you or your subordinates from a single dashboard
- Control which tasks are in what status
- See what tasks require your attention
- May serve as your central workspace for task management
- Customize the information featured on the dashboard



People Dashboard
People Dashboard allows you to see information about your users at a glance. Use the dashboard to view users tasks and their statuses, project membership status of users, assigned work completion, finished tasks, spent time, personal costs, and much more!

- Quick information about users and their assigned work completion
- Control user task statuses as well as user membership statuses on projects
- Have a perfect overview of people working in your organization
- May serve as your central workspace for people management
- Customize the information featured on the dashboard



Business dashboards
Business dashboards consist of three main features - global filters above dashboards, graphs and charts with click-through functionality, and trends. With global filters, a user can apply a filter to all or just selected modules on a personalized page together in just two clicks. Graphs and charts can be configured to show a specific page (dimension) upon a click on the chart values. Moreover, trends give you real-time values and trends overview just after one glance on a dashboard.

Key Features:
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Global filters above dashboards – all modules on dashboard are filtered together
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Graphs and charts with click-through drill down to other dimensions
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Trends with automatic comparison to the previous period
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Continous awareness of current performance
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A global-level module









Task tracking for up-to-date projects
Update task features according to your permissions, visualize project progress and push tasks through the workflow. Task tracking eliminates the need for status update meetings, since everything can be tracked in Easy Project.

Key features:
- Update of tasks according to workflow and user permissions
- Update of task features such as tracker, assignee, % done, due date, priority, status, etc.
- Task update through inline editing
- Task options such as move, merge, create sub-task, etc.
- No more need for status update meetings





Workflow
Workflow allows you to define, execute, and automate business processes, eliminating chaos and coordinating tasks between employees. Easy Project allows you to set task permissions and workflows based on user types.

Key features:
- Adjustable status transitions and field permissions
- Dependency on roles and trackers
- Prevents users from doing undesirable changes on tasks
- Improves safety and minimizes unwanted user activity


Organizational structure
Organizational structure is a form of a tree hierarchy where every user in the organization, except the top one, is subordinate to a single another user. This arrangement helps define how activities such as task allocation, coordination, and supervision are standardly directed toward the achievement of organizational aims. It also determines who is eligible to approve vacation requests submitted by users.

Key features:
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A clear overview of the organizational structure of the company
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Subordinate filters on tasks
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Custom module on a personalized page
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Defines vacation approvers
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Customizable design







Action buttons
The ultimate tool for quick task sorting and assignment. This feature allows managers to quickly assign tasks from the pool. Action buttons are set to update tasks according to the pre-set configuration. Action buttons are highly customizable and easy to create.

Key features:
- Update of any task features
- Customization and coloring of buttons
- Supports custom fields
- Complete overview of buttons accessible through More menu



Activity Feed
An activity feed is the fastest way to find out about the latest task updates. It is always accessible on your sidebar, where you can see updated tasks and recent comments, completely eliminates the need for email notifications.

Key Features:
- Ability to follow tasks in which you are the author, coworker, and assignee
- Visualization of the updated tasks with the latest comments
- Always available on the right sidebar
- Can be added as a module on a personalized page
- No more need for email notifications


Checklists
Checklists can easily increase work organization, motivation, and productivity. They eliminate the possibility of forgetting a step and make the delivery of repetitive tasks more efficient and with fewer mistakes.

Key Features:
- Project level module
- Ability to create templates through Administration
- Role-based permissions
- Unlimited number of items within a checklist
- Changes can be saved to history


Agile Management
Sprint Dashboard
Monitor the progress of a sprint effectively with sprint dashboard. You've started a sprint with great plans. Just one glance at the dashboard and you make sure that your team is on track to deliver what they've committed to. Switch between Scrum and Kanban boards to your liking.

Key features:
- Provides tools you can use to monitor the progress of a sprint
- Visualizes problems so your team can take actions to remedy them
- May serve as your central workspace for a sprint that's in progress
- A practical dashboard for daily stand-up meetings of your team about active sprints
- Customize the information featured on the dashboard



Agile Board for Scrum
Manage user stories and sprints with Easy Project. Easily update sprint using drag & drop during your stand up meeting and create personal scrum boards for scrum master and other workers. All of this is possible with Easy Project!

Key features:
- Full compliance with Scrum methodology
- Move tasks from project backlog into a sprint
- Drag & drop tasks on a sprint
- Various types of swimlanes
- Create as many sprints as you need



Kanban – personal & team boards
Get an overview of work to be done and the current status of tasks with personal & team Kanban Boards. Simply implement these on your personal or team dashboard and update and re-assign tasks via drag & drop without leaving your dashboard.

Key Features:
- Proven agile methodology for your company
- Project-level module
- Module can be added to any personalized page
- Drag & drop task update and re-assignment
- Overview of personal & team tasks




Backlogs for the organization of agile projects
Creation of a weekly backlog is easy with Easy Project and will only take a couple minutes. Simply construct a Product Backlog using drag & drop from the pool of tasks, and then create a weekly Sprint Backlog during your meeting.

Key Features:
- Product backlog with pool of tasks
- Sprint backlog with tasks for sprint in progress
- Drag & drop of tasks between backlogs
- Task filters within backlogs
- Ordering of tasks by priority



Time Tracking
Time Report Dashboard
Time reporting should be a crucial part of any project management. Have you ever wondered how much of your and your team’s time last month has been billed? Or how many hours individual team members have worked last week? How many hours were spent on specific projects? Time report dashboard is here to tell you.

Key features:
- Shows hourly totals for defined metrics
- Measures spent time per projects/tasks, billable time fulfillment, technical support time usage, etc.
- May serve as your central workspace for time management
- Customize the information featured on the dashboard
Time tracking and reporting for efficiency and planning
Time tracking and reporting is the key to efficient time management and planning. It allows employees to efficiently utilize and report their time, and managers can monitor spent time and use it as a reference for future project planning.

Key features:
- Time tracking by projects/tasks/users/activities
- Custom exportable reports
- Time reports (spent time sheets) by defined period of time
- Easy time logging by workers
- Stopwatch for exact time tracking on tasks






Timesheets for weekly spent time reporting
Timesheets are an easy way of creating spent time reports on projects or tasks. Users can create weekly time sheets and managers control and approve them.

Key features:
- Weekly table for batch time entries to projects or tasks
- All time entries created in other ways are synched into the time sheet
- Lock and approval features
- Roles and permissions - workers can create time sheets, managers can approve




Stopwatch for exact time tracking
Stopwatch (aka Task Timer) is used for exact time tracking on tasks. When you are ready to start working, just click on the "Start working" button. You can pause the timer anytime and then, when you get to the task again, just resume it from the previous state. When you finish working on the task, end the timer and you instantly see the total amount of recorded time just like the time logging option. Furthermore, managers and team leaders can see an overview of running or paused stopwatches of their team members.

Key features:
- Exact time tracking on tasks
- Easy to use - start, pause, continue, finish
- Instant time logging option
- Easily accessible from the right sidebar
- Another way to log time from tasks
- Managerial overview of running or paused stopwatches





Portfolio Management
Portfolio Statement
Create portfolio statements and reports in a few clicks. You can easily create a portfolio budget or spreadsheets on spent time, resources, etc. Then, using integrated charts and graphs, you can transform them into a full report ready for presentation.

Key Features:
- Portfolio statements for budgets, spent time, resources, etc.
- Easily customizable
- Select from a long list of various columns to show
- Transformation into graphs & charts
- Export options (CSV, XLSX, PDF, print)



Portfolio Tree
Get an overview of all your projects at a glance with Portfolio Tree. It allows you to see all your projects with color indicators for overdue projects/tasks, the number of spent and remaining hours, current statuses, and other important project features.

Key Features:
- Quick overview of all projects
- Easily integrable in your personal dashboard
- Full customization through options
- Some of the features: color indicators, spent/remaining time, current status, etc.
- Advanced filtering options

Global Gantt
A must-have for every portfolio manager — Global Gantt, enables accurately planned projects and eagle-view management. It allows you to instantly see current vs. planned performance, as well as resource and cash flows that are spent on each project.

Key Features:
- Daily/weekly/monthly views
- Time grid with the display of all project and their completion status
- Resources spent overview per project and overall
- Cash flows overview per project and overall
- Project filtering according to the priority and status






Project Controlling & Reporting
Reporting tools – graphs & charts
Visualize available statistics using pie, bar, and line graphs. Create charts from any list of entries, and in just a couple clicks, prepare a report on your project’s performance and demonstrate what needs to be improved.

- Customizable graphs and charts for all the listings
- Pie, bar and line charts and gauge diagrams with legends
- Available on all personalized pages
- User-friendly settings
- A broad variety of supported formats



Earned Value Management
Define the scope and analyze project’s overall performance with Earned Value Management (EVM), a research-proven methodology for determining project success.

Key features:
- Enable this plugin for all or selected projects only
- Compare project scope (earned value) with schedule (time) and budget resources (costs) in real time
- Set the project target ("Planned value") by creating a project baseline
- Measure work progress as “earned value” – a standard performance measure
- Various metrics give you accurate cost and schedule values



Alerts – Early Warning System
You set about what and when you want to be notified, and you will receive an e-mail notification at the right time. For example: a milestone deadline is approaching, a project/task budget is exceeded, tasks are past due.

- Sends e-mail alerts to one or more users (as per setting)
- 3 alert categories
- Set conditions for notifications on tasks, projects, milestones
- Set the time when conditions are to be evaluated and notifications sent




Burndown Chart for smooth sprint commitment
Perform in-depth analysis of progress patterns for timely sprint completion with Burndown Chart. Compare ideal versus real work remaining, identify a working pattern and make sure that sprint commitment is met without a hitch.

Key features:
- Chart displaying ideal versus real work remaining
- One of the most common sprint tracking mechanisms used by Agile practitioners
- Bars displaying number of the remaining and completed tasks
- Predicts when all of the work will be completed
- 4 indicators: Ideal work remaining, Real work remaining, Tasks remaining, Tasks completed


Branded Exports
All data listings from the system can be exported into a PDF file with your logo and company colors. Example of exports: any task list, project list, spent time entries, task detail export, etc.

Key features:
- PDF exports with your logo and colors
- Unlimited export templates
- Easy definition of export theme
- Definable layout of the exported content






Project Dashboard
In order to keep your business on the right track, project managers and teams need any help they can get. One of the proven ways of tracking and measuring ongoing progress is by using a project dashboard, which makes it simple to visualize real-time data and customize the page to the needs of the team and projects.

- Provides tools you can use to monitor the progress of a project
- Presents continuous performance data at a glance
- Visualizes real-time data for greater convenience
- Users can click on items to get more details
- May serve as your central workspace for project management
- Customize the information featured on the dashboard



Milestone Dashboard
Track open/closed milestones by projects just like estimated and spent time for individual milestones. This dashboard helps project and portfolio managers see if progress on projects is compliant with an original project plan/schedule.

Key features:
- Get a perfect overview of project milestones
- Control if projects are on time with their milestones
- See the total estimated time and spent time per project milestones
- May serve as your central workspace for milestone management
- Customize the information featured on the dashboard



Project Templates
Production Templates
Easy Project offers you a set of professional templates that will help you to bring your project planning and execution to a whole new level. Based on best management practices and the knowledge of our experts from various industries, professional templates will save you time and provide a concrete project planning backbone.
Key features:
- Serial production template
- Small scale production template
- Changeover template
- Custom production template



Strategic Project Templates
Create a bridge between the ambitions of the top management and daily activities with help of Easy Strategic Projects templates. Having a concrete structure to your projects, based on the best PM practices will streamline your strategic decision making process and simplify the process of shaping strategy into projects.

Key Strategic Project Templates:
- Competitive intelligence
- Customer intelligence
- Market Entry
- Market Sizing
- Partner Program implementation
Product Development Templates
We have a solution for every development model. You won't miss any crucial step in the product development process with our Development Templates and will be able to re-evaluate which module fits your company best, thanks to the various templates availability, you can try out within your Easy Project solution.

Key features:
- Design to schedule Model
- Evolutionary Delivery Model
- Evolutionary Prototyping Model
- Pure Waterfall Model
- Spiral Model
- Staged Delivery Model
- Throwaway Prototyping Model

HR Project Templates
To simplify the process of creating, implementing and overseeing policies governing employee behavior and processes such as recruitment, retention, interviews, training and motivation, we provide to you HR project templates that will provide structure to your HR projects based on the best project management practices.

Key features:
- Recruitment
- Outplacement
- Event management
- Succession Planning
- Training

Back office templates
Easy Project Back office templates allow you to smoothly run your administrative tasks, define process in your company and keep control over quality.

Key features:
- Administration
- Quality Control
- Performance management
- Work Allocation & Management
- Workforce Management

Personal Dashboards
Global roles by user types
Each user type might have a predefined default role, thus eliminating the need to assign a role to newly created users of specific user types. For the sake of simplicity, default user roles are structured into 4 basic levels of common roles in an organization. When you invite new users to the system, you may assign him a specific role already before you send the invitation. For each user type, a customized personal dashboard is available for immediate use.

Key features:
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A role can be assigned automatically when creating a new user
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Selection from the most common roles in an organization
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Invite new users with a predefined global role
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Personal dashboard for each global role of a user







Project Manager Dashboard
Get pre-set Easy Dashboard created to meet the needs of even the busiest project managers. Get an instant overview of the open & pending issues, together with a graphical illustration of the projects' statuses. Activity feed shows the latest updates and features like meetings calendar, resource management and more just one click away.

Key features:
- Projects overview with graphs
- Activity feed
- Performance on KPIs
- Action buttons for quick task updates
- Resource and attendance management
- Meetings calendar





Project Team Member Dashboard
Predefined personal dashboard suitable for Project team member role is designed to provide at-a-glance awareness of current performance relevant to project delivery.

Key features:
- My resource management
- My time report
- Attendance
- My kanban
- Meeting calendar





Team Leader Dashboard
Predefined personal dashboard suitable for Team leader role is designed to provide at-a-glance awareness of current performance relevant to the whole team.

Key features:
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Team resource management
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Team time reports
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Vacation approvals
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Wages and billing report
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Team kanban





Portfolio Manager Dashboard
You can keep all your projects organized and accessible through Portfolio Tree with Portfolio Manager's dashboard. Activity feed and critical issues list will help you to address urgent issues, and, using additional tabs, you can manage workers' workload, current sprints, and budgets. Use Graphs & Charts to visualize any listing for overall performance.

- Portfolio Tree
- Graphs & Charts for projects performance and KPIs
- Issues requiring manager's attention
- Activity feed
- Meeting Calendar
- Resource Management
- Agile board for current sprints
- Budgets




SCRUM Master Dashboard
All live operations are at the SCRUM master's fingertips. Current sprint status, overall sprint completion progress, velocity by day, week or month, closed story points in time, eye-catching charts and other customizable modules and options.

Key features:
- work in sprints from one screen
- simple addition and removal of modules
- graphical performance reports over time
- tracking story points




CEO Dashboard
As a CEO it is important to get a quick and complete overview of the company performance at one glance, without the need of going through endless lists of data. Easy Project allows you to transform any data into a chart to compare planned performance to actual with Gauge diagram and to quickly access additional modules like Meetings Calendar and HR dashboard.

Key features:
- Performance graphs and charts for invoices
- Overview of profits for various periods
- Meetings calendar
- HR dashboard




