Basic resources

Keep track of resources and prices. Register and sell
resources, combine related resources into one resource
group, or track individual resources. Divide resources
into labor and equipment and allocate resources to a
specific job in a time schedule.

Capacity management

Plan capacity and sales and manage usage statistics
and the profitability of resources. Create your plan in
a calendar system with the required level of detail and
for the period you need. Monitor resource usage and
get a complete overview of resource capacity including
availability and planned costs on orders and quotes.

Multiple costs

Manage alternative costs for resources and groups.
Costs can be fixed, percentage based, or an additional
fixed charge. Define as many work types as you need.

Jobs

Track usage on jobs and data for invoicing the
customer. Manage fixed-price jobs and
time-and-materials jobs:
Create a plan for a job with multiple tasks and
task groupings. Each task can have a budget
and can be done for whatever period you need.
Copy a budget from one job to another and set
up a job-specific price list for item and resource
charges and general ledger account expenses
for the customer.
View suggested WIP and recognition postings
for a job.

Plan and invoice job in multiple currencies.

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Assign a specific job to a specific customer and
invoice the job completely or partially.
Change bill-to customer for projects where the
party that is receiving a service is different from
the party that is paying the bill.
Use an assisted setup guide to set up jobs,
easily enter time sheets and job journals, and
use the Project Manager Role Center to access
common tasks, new charts, and the list of your
jobs.
Use the Job page to access tasks, assign job
ownership, and get visibility into costs and
billings.

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Use the Job Quote report to quickly email a
customer the price for a project.
Split work between project managers, who
create plan for jobs, warehouse workers who
deal with picking inventory for jobs and staff
performing the work.

Time sheet

Register time spent and get manager approval using
the simple and flexible Time Sheet. Time Sheet
integrates with Service and Project Management and
can include resources.