Data Sheets

4 Project Automatic markups Ensure profitability by automatically applying a percentage markup on any billable transaction. Separate billing and revenue recognition Improve customer satisfaction with a system that decouples billing from revenue recognition. Automated revenue recognition Use milestones, schedules, percentage completion, and project completion to drive revenue recognition and gain accurate forecast visibility into a project's impact on revenue. Support for schedule modification Pause, resume, modify, and cancel in-progress revenue recognition schedules with complete flexibility and accuracy. Support for automated revenue WIP or unbilled accounting Track revenue work in progress (WIP) for fixed price projects, unbilled accounts receivable, and deferred revenue. Project Resource Management User-configurable portfolio and detailed Gan charts See real-time project operational status in user-configurable Gan charts with drilldown capability, so you have greater visibility into the resource planning and progress of your projects. Talent tracking Associate positions, skills, and other criteria with your resources or employees, then quickly identify and assign the right resources to a project by searching by skills, availability, location, and more. Comprehensive resource visibility Combine employee assignments, out of office, and company holidays to give a complete picture of a project schedule and instantly see the status of resources allocated to a project, task, department, location, or manager, keeping you constantly aware of how resources are being utilized. Multi-segment scheduling Assign a resource to a task in non-contiguous segments to match up with other project influences, like interdependencies or facility availability. Resource budgets Set budgets on resources to keep projects within scope. Placeholder resources Create place-holder resources to generate labor cost estimates where final resource assignments haven't yet been made. Configurable routing rules Automatically notify managers of pending actions or add T&E report approvals to each manager's dashboard. Automatic notification Get updated project completion status when project time is approved. Key Features Reporting and Dashboards Project-specific dashboards and reports Get up-to-the-minute financial, managerial, and operational reports as soon as timesheets and expenditures are submied and view current backlogs, project status, and revenue streams. Report filters Filter or breakout financial reports by projects to beer understand profitability by project. KPI reports and graphs Analyze key performance indicators—including project and client profitability, project delivery costs, average revenue per service delivery, and employee utilization—with more than 25 reports designed specifically for projects. Integration Business system integration Easily integrate with external systems including Salesforce, other CRM solutions, and industry-standard time and expense systems. Take the next Step Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth. To learn more about how Sage Intacct can help you achieve your mission more efficiently, visit: hps://www.sageintacct.com/nonprofit-accounting-soware or contact us at 877-437-7765. ©2019 The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. NA/WF 183498.

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