For each project and consultancy operation, it is important to have complete control of all phases of a project – from planning, implementation and time registration to finance. Excel3 ERP Project & Time Management gives you, all in one place, a number of smart solutions for managing your projects – regardless of whether you are on the move or in the office.
The modules are integrated with Excel3 ERP ERP – and offer smart solutions for a broad spectrum of industries, adapted to different roles – covering everything from basic to advanced project management.
Full project overview from start to finish
As a project manager, Excel3 ERP allows you to easily plan project implementation from A to Z, assign tasks, manage rights and invite any number of external participants to take part in the projects.
All projects are automatically assigned a project number when created in Excel3 ERP – so that all income and costs for the project can be linked and tracked against that number. On the cost side, this may, for example, concern purchase of materials or external consultancy services.
Use your resources properly
After the project is created and the project plan is fully set-up in the system, you can add participants and allocate resources for the execution of tasks based on availability in the resource planner.
Keep everyone in the team continuously updated
Excel3 ERP Project allows you to communicate efficiently in your projects via the project wall from any device. All project participants receive continuous notifications by mobile when messages are posted on the “wall”.
If you are not inside the project at any particular moment, you can use Dashboard in the system to directly respond to posts on the wall from your «Quick List» on Dashboard. It is also possible to create priority project walls which own widgets from Dashboard in Excel3 ERP, so you have access to all communications directly from one login.
Excel3 ERP also allows you to connect e-mail communications directly to your projects.
Flexible and efficient time registration
Full control of project finances
In Excel3 ERP, project managers remain permanently updated with both financial status and progress in the project.
When using Excel3 ERP, it is up to you whether you want to send invoices as electronic invoices, PDF or in print invoice format. Since all data is recorded continuously, delays due to defective documentation or specifications regarding the tasks being performed are avoided. As soon as all participants in a project have set status to «completed» – the project manager automatically has all figures and data needed to invoice the customer. All invoice specifications are automatically placed on the invoice, as they have already been entered by the participants on the project.
Gain insight via Dashboard and advanced reports
From Dashboard in Excel3 ERP, each employee and project manager can customize their own thumbnails across all projects.
You can choose from a variety of widgets based on project tasks, project wall, Quick List – and more.