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For a project |
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| Timesheet against deliverables and standard tasks |
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| Amend remaining hours on a contract deliverable |
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| Approve timesheets |
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| Establish and amend revenue budgets |
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| Amend revenue budget |
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| Phase revenue budget month by month |
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| Estimate revenue at completion |
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| Phase revenue at completion month by month |
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| Build up quotes |
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| Set quote win % and revenue % |
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| Compile proposal documents |
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| Create and amend cost budgets |
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| Estimate cost at completion |
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| Phase estimated costs month by month |
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| Assess profitability |
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| Assess work in progress |
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Across portfolios or programs |
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| Assess revenue by month, financial year and custom date ranges |
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| Assess net cash flow month, financial year and custom date ranges |
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| Assess profitability |
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| Analyse win/loss ratios |
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| Track backlog and burn rates |
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| Track tender due dates and manage tender submissions |
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Admin and Methodology |
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| Create standard tasks |
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| Roll back timesheets |
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| Establish portfolio categories |
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| Establish role based governance |
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| Link one revenue to project costs |
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| Establish financial years, months and foreign currency |
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