BUSINESS AREAS / PROJECTS
Bring project activity into view.
Explore project tasks, recorded time and related commercial documents.
How the work connects
- 01
Set the project
Review scope, project records, tasks and responsibilities.
- 02
Follow the work
Explore task progress and Timesheets where time recording is required.
- 03
Review the cost and billing trail
Discuss how project-linked expenses, purchases and sales documents support the reporting you need.
EXPLORE IN YOUR DEMONSTRATION
Records with a purpose.
- Project and Task
- Timesheet
- Project-linked transactions
- Project reporting
Availability depends on roles, installed modules and configuration. Demonstrate your required exceptions as well as the routine case.
A PRACTICAL BUSINESS SCENARIO
What this means in practice.
A service assignment includes staff time and a supplier cost. Review what is captured against the project and what remains to be billed.
Illustrative explanation; not a live transaction or customer case study.Make the demo about your work.
Bring a typical assignment, billing basis and project cost categories. Profitability and approval requirements must be demonstrated against your setup.
Discuss projectsRELATED WORKFLOWS
Continue the story.
Customers & CRM
Explore prospect records, opportunities and customer information alongside the sales process.
Employees & Payroll
Explore employee information, attendance inputs and salary processing with an agreed local setup.
Financial Accounting
Bring journals, ledgers and financial statements into one accounting workflow.