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Project Management
Enable Joblogic to handle short-, medium- and long-term projects.
by Joblogic MarketplaceWith the Joblogic Project Module, you can empower your team to manage short-, medium-, and long-term projects within Joblogic using a new suite of detailed tracking and control features to efficiently manage and implement project work, no matter how big or small the project.
The Project Management Module provides you with tools to effectively control your project's finances. With features like fixed-price invoicing and job-linking, you can take complete control and ensure your project stays within budget.
The Project Management Module is designed to simplify project management. It comes equipped with a range of user-friendly features, making it easy for your team to navigate and utilise. These features include:
Projects Menu
- Introduce a dedicated menu for managing projects. This feature allows users to create, view, and edit projects, providing a centralised platform for all project-related activities.
- Develop a new library for managing project statuses and types, enabling easy categorisation and tracking of projects.
- Implement project numbering conventions for the organisation, ensuring consistency and clarity in project identification.
Project Overview
- Create an all-projects list with crucial details and statuses.
- Implement a project summary form with tabs for more information, jobs, invoices, to-dos, and notes.
Invoicing Schedules
- Define fixed-price invoicing schedules for projects, ensuring timely and accurate billing.
- Allow job linking to projects for accurate cost tracking, providing a clear picture of project expenses and helping in budget management.
Project Form Sections
- Include detailed sections for project summary, job assignments, invoice management, and progress tracking.
Quote and Job Logic Updates
- Ensure quotes and jobs are updated based on project details and activities.
01
Centralised Project Dashboard
View all active projects, their status, budgets, and deadlines in one place.
Track milestones, deliverables, and progress in real time.
02
Flexible Project Structure
Break large projects into phases, tasks, and sub-tasks for better control.
Link jobs, quotes, and POs directly to specific project phases.
03
Budget & Cost Tracking
Set and monitor project budgets with live cost updates.
Compare estimated vs. actual costs for improved financial control.
04
Resource & Team Management
Assign engineers, subcontractors, and equipment to specific tasks.
Monitor team workloads and optimise resource allocation.
05
Document & File Management
Store all project-related documents, drawings, and correspondence in one place.
Control access with role-based permissions.
06
Integrated Scheduling
Sync project timelines with the Joblogic planner for seamless scheduling.
Adjust schedules quickly when timelines change.
07
Risk & Issue Tracking
Log risks, track mitigation actions, and record project issues as they arise.
Maintain an audit trail for accountability and compliance.
08
Comprehensive Reporting
Generate reports on progress, budget status, resource usage, and profitability.
Filter by project, customer, or date range for detailed analysis.
09
Seamless Back-Office Integration
Links directly with Joblogic jobs, quotes, invoicing, and purchasing workflows.
Keeps operational and financial data connected for accurate reporting.
Price available on Request
With the Joblogic Project Module, you can empower your team to manage short-, medium-, and long-term projects within Joblogic using a new suite of detailed tracking and control features to efficiently manage and implement project work, no matter how big or small the project.
The Project Management Module provides you with tools to effectively control your project's finances. With features like fixed-price invoicing and job-linking, you can take complete control and ensure your project stays within budget.
The Project Management Module is designed to simplify project management. It comes equipped with a range of user-friendly features, making it easy for your team to navigate and utilise. These features include:
Projects Menu
- Introduce a dedicated menu for managing projects. This feature allows users to create, view, and edit projects, providing a centralised platform for all project-related activities.
- Develop a new library for managing project statuses and types, enabling easy categorisation and tracking of projects.
- Implement project numbering conventions for the organisation, ensuring consistency and clarity in project identification.
Project Overview
- Create an all-projects list with crucial details and statuses.
- Implement a project summary form with tabs for more information, jobs, invoices, to-dos, and notes.
Invoicing Schedules
- Define fixed-price invoicing schedules for projects, ensuring timely and accurate billing.
- Allow job linking to projects for accurate cost tracking, providing a clear picture of project expenses and helping in budget management.
Project Form Sections
- Include detailed sections for project summary, job assignments, invoice management, and progress tracking.
Quote and Job Logic Updates
- Ensure quotes and jobs are updated based on project details and activities.
01
Centralised Project Dashboard
View all active projects, their status, budgets, and deadlines in one place.
Track milestones, deliverables, and progress in real time.
02
Flexible Project Structure
Break large projects into phases, tasks, and sub-tasks for better control.
Link jobs, quotes, and POs directly to specific project phases.
03
Budget & Cost Tracking
Set and monitor project budgets with live cost updates.
Compare estimated vs. actual costs for improved financial control.
04
Resource & Team Management
Assign engineers, subcontractors, and equipment to specific tasks.
Monitor team workloads and optimise resource allocation.
05
Document & File Management
Store all project-related documents, drawings, and correspondence in one place.
Control access with role-based permissions.
06
Integrated Scheduling
Sync project timelines with the Joblogic planner for seamless scheduling.
Adjust schedules quickly when timelines change.
07
Risk & Issue Tracking
Log risks, track mitigation actions, and record project issues as they arise.
Maintain an audit trail for accountability and compliance.
08
Comprehensive Reporting
Generate reports on progress, budget status, resource usage, and profitability.
Filter by project, customer, or date range for detailed analysis.
09
Seamless Back-Office Integration
Links directly with Joblogic jobs, quotes, invoicing, and purchasing workflows.
Keeps operational and financial data connected for accurate reporting.