Analysis and forecasting. Not usually words to generate much excitement. But if improving your organization’s bottom line is your mission in life, then the dashboard reporting in ProjectPartner is sure to have you leaping for joy.

ProjectPartner offers a range of dashboard reports, so you can view historical and projected performance from any angle and to any depth. There’s a veritable feast of optional tags that you can define and apply to your clients, workgroups, project portfolios, projects, tasks and resources, which you can use to produce instant trends and comparisons on any aspect of your activities.

With this degree of granularity, you’ll quickly see where resources are being utilized at less than total efficiency, which projects are over-running budgets, who’s performing above and beyond the call of duty, and so much more.

And you can throw your crystal ball away. ProjectPartner has dashboards for forecasting revenues, resource utilization and workflows for all known upcoming and ongoing projects… making it easier to schedule and reschedule jobs.

All raw dashboard data can easily be captured for use in other applications, either by email or via the clipboard.

ProjectPartner includes fully-customizable alert definitions, so you can always be kept informed of critical business milestones that may require your intervention.

The variety of Alerts available is similar to the range of Dashboards and Reports, but is delivered directly to you – or any other nominated email address – as they happen, rather than waiting for you to run the relevant report.

So when you need to know that a project’s revised work estimate now exceeds the budgeted time or cost, or that a particular workgroup has put in fewer hours than expected, ProjectPartner’s Alerts can keep you fully informed.

Because ProjectPartner’s focus is on the accurate recording and reporting of financial data relating to your projects, it adopts a tiered approvals process where project activity is confirmed before being committed to billing.

Resources can submit completed timesheet records, expenses, disbursements and sales when completed – on a daily, weekly or monthly basis. While not strictly necessary, timesheet submission can be useful for payroll considerations.

Project managers flag those recorded activities which belong to their projects, or edit or reject those lodged incorrectly. Once confirmed, staff are prevented from making edits to those entries which would impact project budgets.

A final tier of approval locks all time, expenses, disbursements and sales for selected activity. This is the final data that will be used in profitability reporting, and can be used within ProjectPartner for client invoicing or exported for use in a separate FMIS application.

You can generate invoices directly from within ProjectPartner using easy-to-use layout tools. Create a standard template for your business with simple drag-and-drop data fields, and save variations for use in different circumstances. For example, a quoted job may only need progress or total costs listed, while you may prefer itemized details for all resources involved on a time-and-materials project – with either individual or levelled charge rates noted.