Industry Features

Role Centers

• Take advantage of intuitive, customizable Role Centers that provide access to the relevant information, reports, and actions people need for daily tasks.
• Get up and running quickly with preconfigured Role Centers for Project Manager and Project Team Member.
• Access Role Centers via the Web using Enterprise Portal in Microsoft Dynamics AX.
• Extend business intelligence tools to every level of your organization with out-of-the-box content, predefined cubes, and analytical views—all available from your Role Center.

Automated vendor payments

• Gain better control of cash flow and avoid incurring non-recoverable costs by allowing vendors and subcontractors to be paid only upon payment by the customer.
• Use the Pay When Paid workbench to view and manage vendor invoices.
• Easily identify the amount paid on a contract on the Contract Status form.

Resource scheduling

• Easily match qualified and available resources to appropriate tasks with the ability to schedule by project or resource.
• Define Project Service templates for transaction types, pricing, and resource scheduling.
• Soft-book resources to a quote with the ability to hard-commit those resources when you create the project.
• Support a complex execution structure with the Activity Breakdown Structure (ABS), which includes an Activity Template, a robust tree presentation, and the ABS Inquiry for managing projects from an activity perspective.

Robust budget revision and tracking tools

• Manage project budgets in real time so you can identify finance issues before they become a problem.
• Eliminate redundant data entry and reduce errors with the ability to import budget items into the purchase requisition.
• Create discrete budget revisions for specific project tasks and activities.

Compliance management

• Help ensure complete and accurate calculation and compounding of burdens or other indirect cost components for project costing and billing.
• Control billable expenses applied to client or project billing by creating threshold-based expense rules that help keep expense payments compliant with budgets, contracts, and standards.

Customizable project billing rules

• Calculate effective labor rates to capture actual costs; bill customers for actual rather than standard costs; and produce more accurate revenue projections and invoices.
• Streamline A/P and A/R retainage when you can track retainage amounts by client, vendor, contract, and project.
• Automate retainage releases and invoicing processes.