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Project management & costing

At-a-glance view of resources

At-a-glance resources

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View your future commitments for the days, weeks and months ahead and schedule appropriate resources based on skills, experience and capabilities. A graphical project planner gives immediate visual access to project detail and bookings while white space and unbilled hours have nowhere to hide. With total clarity of your commitments and easy-to-use booking and scheduling tools, you can plan, prepare and juggle resources activity smoothly and profitably.

Skills matrix

This tool helps assign the correct resource to a project/task, based on skills, experience and capabilities. It can also be used to schedule training courses, where the matrix will match available and appropriate resources to run them.

Resource availability

Resources can cover anything from deployable staff, contractors and sub-contractors to vehicles, equipment and rooms. Each resource can be shown as available or unavailable on a daily basis alongside all explanatory detail (booked out, holiday, sick etc). Multiple charge rates can be stored per resource to increase the flexibility of who does what.

Scheduling work

Each live project shows which resources are booked to do what, by when, so you can better plan your projects and prepare for eventualities. For example, you can see work that's planned but as yet unallocated, and work planned but awaiting customer confirmation. This visibility helps you re-juggle resources at short notice, in the event of sickness, or cancelled bookings for example, so that you can still meet customer demands while maximising chargeable activity. 

Flexible views

The scheduler can be configured to show different views for each area of your business. For example, project managers might want to group bookings by project and cost code. All activity can be seen in as much detail as you require, from top-level summary views by month and week right down to days, hours and even 15-minute intervals. Each activity type (e.g. absence, holiday, training) can be differentiated by colour, giving you an instant visual picture. Information about each project or resource is presented at summary level with all detail available in just a few clicks.

Utilisation and chargeability

Time worked, charged and 'free' is available to view project resource-by-resource for the week, month and year ahead. Non-chargeable time is analysed over user-definable headings such as 'training' and 'management days' as well as the usual 'sick' and 'holidays'. You set the KPIs to be achieved and the system reports performance and anomalies. If required, we can also create reports that allow you to analyse chargeable and non-chargeable time to determine profitability by cost centre and total.

Fast and easy booking

Drag and drop tools make it quick and easy to allocate resources and schedule repeat appointments. With just a few clicks, live updates are carried out across the entire system, de-skilling a potentially large drain on management resources and enabling smooth project continuation even when key people are absent

Further information:

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