Project Management Overview

Project Management allows your firm to enter and maintain projects. Projects are used throughout the application to track project progress and to review resource usage.

From within a project, you can:

• Manage the work-breakdown-structure (WBS)

• Manage labor and expense terms used to calculate project effort and billing values

• Define bill terms and the bill structure

• Review and adjust percent complete, effort at completion, and budget values

• Schedule resources

• Manage baselines

In addition, Project Management allows you to define basic project configurations and update project progress.

Define configurations such as:

• Business Unit

• Service Line

• Market Segment

• Work Type

Project data can be analyzed in a variety of ways. Project Management is fully integrated with the projects, financials, and billing systems.

Features

The project management documents allow you to:

• Define basic project base configurations such as Business Unit, Service Line, Market Segment, and Work Type. See Define Project Base Configuration and Define Project Base Configuration (Project Accounting).
• Review, identify and use the project components to set up and control the project. See Manage Projects.
• Manage change orders. See Manage Change Orders.
• Review, update and manage project progress. See Update Project Progress.
• Use inquiry and reporting tools to monitor the project values and their implications for the firm. See Monitor Projects.

Project Management Flowchart

The flowchart provides an overview of the basic Project Management processes.