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Access |
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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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