ProjectPartner: Frequently asked questions… and their answers

FAQs

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What’s Saas (Software-as-a-Service)?

Most of the software you use has to be installed on each user’s computer, creating support issues and complicating hardware and software upgrades. And, because workgroup tools are – by their very nature – designed to be used by a number of people, all users would need very similar equipment.

By moving the burden away from your infrastructure and deploying the application through a standard web browser, it’s easy to implement in any environment. Users only need their preferred browser and Internet or intranet access.

Our subscription options give you the choice of installing ProjectPartner on your internal servers and delivering it to users over your intranet, or accessing it from our servers over the Internet. There’s no trade-off of security for convenience; you choose the more appropriate method for your situation.

For more information about SaaS, see the more detailed explanation and features and benefits of SaaS page on this website.

Is my data secure?

Your ProjectPartner data is kept entirely separate to other users’ data, and separate from your login information. All data is encrypted and kept in the most secure environment available, where it is hidden from search engines and hackers.

It would be inappropriate to go into detail about the security measures within ProjectPartner, but in summary:

We use SSL (secure socket layer) certification
When a user logs in using their unique username and password, a unique key is created for that user’s session. Our servers will only accept data transfers that use that key, and it is destroyed when the user logs out.
Simultaneous logins under the same username are impossible.
Our servers ignore all requests for data which are not made via the ProjectPartner application.

For more detailed information on the security of our servers, see the security information page of this website.

Can I try before I buy?

Please do! We offer a one-month free trial of ProjectPartner where you can work with sample data or set up your own projects.

How does a Playground account differ from a Trial account?

Other than some customization to make the experience feel more “real”, the Playground has limited ability to define your own resources, clients, projects and tasks. Both offer access to all of ProjectPartner’s features, except that the Playground uses a fixed set of projects and resources.

How does a Trial account differ from a full subscription?

A Trial account differs from a full subscription only in that it has a time limit. You have full access to the mighty power of ProjectPartner, and all data entered – your own clients, projects, etc. – will continue to be available if you choose to subscribe at the end of your trial period.

Can I try ProjectPartner on our internal systems?

Sorry, no. Installing ProjectPartner on your network involves licensing third-party software, and so is not practical for a trial. If your organization’s data security policies prevent you from using actual data on an externally-hosted system, we suggest that you evaluate ProjectPartner using false data in a 30-day Trial account.

We’d be happy to answer any questions you might have about implementing ProjectPartner internally. Please get in touch.

Do you offer discounts for large businesses?

We certainly do! ProjectPartner is even better value when you need more subscriptions or commit to a longer subscription period. Customers who will access ProjectPartner as a hosted application (i.e. over an Internet connection) can refer to our pricing page for details; customers who require an installation on their own intranet will negotiate based on the overall service level agreement (SLA).

What training is available?

We suggest that you initially try the unbreakable and no-harm-done free Playground trial account. This website also has many demo and tutorial videos to show you how to use ProjectPartner’s features.

Once you’re comfortable with ProjectPartner and are ready to register for a one-month free trial, or have become a paying subscriber, you’ll have access to an online user community site where you can exchange messages with our own support and development staff, as well as with other ProjectPartner users.

Personal training, either by videoconference or in person, is available on request. There is an additional cost for this service, which we’ll negotiate with you depending on your requirements.

How many clients, projects and portfolios can I manage through my account?

There are no limits on the numbers of clients, portfolios, projects or tasks. We wouldn’t want to penalize you for the success we help you achieve!

Can ProjectPartner share data with other applications?

Data from any Dashboard report is available in a variety of delimited formats and can be copied-and-pasted into other applications or emailed as an attachment.

Billing data, including users’ own coding, can also be exported in common formats for use with separate accounting or FMIS systems.

We integrate with a number of other systems such as financial management information systems, project management software, email systems and common payroll applications. If yours isn’t amongst those we already support, we can do so quite quickly. Please let us know your requirements, and we’ll respond with a timeframe for adding this integration.

What accounting features does ProjectPartner offer?

Although ProjectPartner does not handle accounts receivable or include a general ledger system, it does include a number of accounting features to assist your financial analysis. ProjectPartner can produce invoices, as well as export a variety of itemized data – including revenue charging, taxation charged or incurred in expenditure, currency exchanges – all with your defined general ledger coding.

Can I store document files in ProjectPartner?

ProjectPartner permits project managers to host a variety of document and image types in a customer-specific library, and to link those to one or more Clients, Portfolios, Projects and Tasks. These documents are available for download (and subsequent editing and upload) by other project managers.

Timesheet users can attach documents and images to their Expense claims, which is useful for providing receipts and other proof of the expense – particularly in the case of remote workers who may not have an opportunity to provide hard copy in support of their claims.

What industries use ProjectPartner?

ProjectPartner is used by people in organizations of all sizes and kinds, in many countries around the world. We count government departments, financial services, creative professionals, IT businesses, engineers and other professions amongst our current clients.