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Project Management

Enable Joblogic to handle short-, medium- and long-term projects.

by Joblogic Marketplace

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

02

Flexible Project Structure

03

Budget & Cost Tracking

04

Resource & Team Management

05

Document & File Management

06

Integrated Scheduling

07

Risk & Issue Tracking

08

Comprehensive Reporting

09

Seamless Back-Office Integration

Price available on Request

Marketplace Thumbnail

To read our handy guides on this, click here. Alternatively, watch our video guides here

Version 1.0.0
Last updated

Categories

Scheduling and Resource Management

Recommended for

Service Delivery Team

Project Manager

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

02

Flexible Project Structure

03

Budget & Cost Tracking

04

Resource & Team Management

05

Document & File Management

06

Integrated Scheduling

07

Risk & Issue Tracking

08

Comprehensive Reporting

09

Seamless Back-Office Integration

Price available on Request

Marketplace Thumbnail

To read our handy guides on this, click here. Alternatively, watch our video guides here

Version 1.0.0
Last updated

Categories

Scheduling and Resource Management

Recommended for

Service Delivery Team

Project Manager

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