Data Sheets

Project Accounting

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2 Project Accounting Make informed decisions, quickly. See real-time profits per project, utilization by employee, revenue by service types—anything that helps you understand and improve project performance. Key Features Resource Management Graphical resource management See a complete schedule of where your people are— including holiday and out-of-office tracking. Placeholder resources Use standard rates to plan your resources and bids. Multi-element resource search and assignment Get the right people for the job. Talent tracking Associate positions, skills, and other criteria with your resources or employees. Automatic notification Get updated project completion status when project time is approved Configurable routing rules Automatically notify managers of pending actions. Or add T&E report approvals to each manager's dashboard. Utilization tracking Gain greater insights into utilization performance by employee or project. Billing Automatic capture of billable and non-billable data Minimize revenue leakage and automatically calculate indirect costs. Automated billing Support time-and-materials or fixed price billing, and trigger billing based on milestone, schedule, percentage completion, and project completion. Indirect cost calculation Quickly and automatically calculate indirect costs using indirect rates. Multiple approval workflows Automatically route billable timesheets and expense information to approvers—inside or outside your organization. Comprehensive billing Generate invoices that include time, employee expenses, and any other company charges and purchases related to a project. Flexible invoicing Generate consolidated invoices or multiple invoices per project or customer. Use custom templates or our preconfigured templates. Flexible rates for billing Use your choice of multiple, flexible billing rates and price lists by employee, project, or customer. Automatic markups Automatically apply a percentage markup on any billable transaction. Complete audit trail Access a detailed audit trail of any overrides you make to billing rates, quantities, and amounts.

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