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Tour de Force Project Management |
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- Move an Opportunity, once closed, from the selling phase to the Project Delivery mode and maintain all of the electronic history used during the selling phase
- Link billable/non-billable activities to a project for billing purposes
- Link project-related expenses directly to a project to help analyze actual costs associated with a project
- Establish tasks required for a successful project delivery and assign them to appropriate mangers with automated reminders of due dates
- Link outside influencers to a project, e.g., Engineering, Architectural firms, contractors, consultants and track their activities related to each specific project
- Once an Opportunity is closed and becomes an active project, use line item Forecasting to detail project billing/revenue milestones
- Extensive reporting through the Advanced Export module to allow detailed analysis of project (See Reporting/Advance Export for details)
- Track all specific project documents through the Document Management capabilities
- Extensive flexibility to add a customized Project Details tab to the Opportunity to track every detail for project reporting
- Post standardized templates for all key documents, i.e., change orders, project update notice, project transmittals, etc., used in the Project Delivery process
Read about other features:
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