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Project Manager provides firms with on-demand, real-time information about client services to be performed, staff resource availability, due date monitoring, and other information needed to perform a timely service, as well as make the best use of critically tight staff resources. Project Manager, like all other FirmWorks™ modules, provides dynamic information. It is easy to reassign staff to handle workload bottlenecks and managing jobs becomes a much easier process since project statuses can be reviewed and modified from any location, at any time |
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Features include:
- Persistent links to popular T&B applications
- Project features are scaleable to meet firm needs, ranging from simple billing information to complete resource management
- Easy access to project related activities (electronic memos, service requests, assignments, etc.)
- Multiple assignment of staff to projects; Staff assignments flow to personal calendars • Concise assignment views promote better staff scheduling
- Staff Scheduling Grid presents information about staff workload by week and allows for easy reassignment and rescheduling.
- Firm definable work statuses and stages to track services (with history)
- Detailed tracking of work stage history
- Key date tracking; • Date received • Target due date • Statutory due date • Extension dates • Date completed
- Extensive budgeting including estimated to completion
- Budget-to-actual comparison for "planned" projects
- Unlimited custom project reporting using Microsoft Excel
- Mass edit features for quick "rollover" and changes
- Features for easy administrative review of project information for completeness and correctness
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Module Overview