ITISeasy Project add-ons
Project management has been expanded to include a number of additional features that make it easier to manage and track projects. This starts with the demand description and ends with the evaluation of the services.
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How our project module works
In this video our consultants show how to use the module and the most important features
Project reporting and overview
The marking of hours that can be cancelled and not cancelled was extended at the task, so that in addition to a pure assignment to an order, it is also possible to decide manually how a task should be evaluated.
This selection is then also visible separately in a project evaluation.
Project categories
Projects can be classified into categories and can also be assigned a default color to them. In addition, you can define by setting whether these should be displayed by default or not. Especially for many projects this is very helpful to keep track of.
Projects structure
In addition to the filing of customers, cost centers, the creation of project pages with ITISeasy.docs, further settings are possible.
For example, it can be set whether the planned time may be exceeded or not. In this way, the project manager gets it in time if something does not work as planned.
An expiration date can be defined for each task, but also for a project, if, for example, quotas expire on a specific date.
Project duties
On the task, it can be defined whether this can be booked via the timesheet or not. It is also possible to assign multiple employees to a task.
The tasks were also equipped with numerous additional filters to have a quick overview.
The project manager can be kept up-to-date via e-mail notification when certain events or levels have been reached.
Tasks in Kanban view
In the Kanban view, you will get an overview of maturities directly. With the help of color configuration, you can also provide optical clarity.
Duties in timeline
Clear consideration of the tasks and dependencies on the timeline for the project overview.
Duties ask for
If there are no tasks for certain tasks, employees can create a task request from the project manager via the task requests. The project manager is notified by e-mail and can confirm the request.
Timesheet and weekly planning
The timesheet contains a number of additional fields, such as scheduled or completed hours. With this, you always have a look at what has already occurred or is still open. However, there is also the possibility to create a planning. It is configurable whether this is a weekly planning or for an entire month.
The plan can be sent to the manager for review and release. The planned tasks can then be transferred to the actual timesheet or the work done.
Project Baseline
With the vastly expanded and improved project management in ITISeasy.business, you can easily alter an already running project to your new requirements and circumstances with just a few mouse clicks, but in particular without grief later! Because normally, you will lose all previous data, since standard odoo is not logging changes.
Until now, these changes were not logged, which made it impossible for the person responsible for the project to see which changes were made and what effects they had on the course of the project.
With our module, you can change the previously planned time for each project task without losing the old planning. For example, the start and end time can be adjusted to new requirements, but the former values prevail.
Another area most important for nearly any business are the project costs incurred. Through "Project Baseline", all adjustments made to the tasks will be considered in terms of costs, also. Thus, these are available for calculations, eventually as the foundation for a supplementary offer.
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