Working with the Tabs

The Schedule, Team and Tasks tabs focus on defining the project timeline and effort required in terms of a task list and staffing plan. Detailed data is gathered in the task list with the rolled up percent complete for each phase of work shown on the schedule.

The Billing, Reimb Consultants, and Reimb Expenses tabs integrate closely with the financial system to allow the project manager to communicate several key financial indicators back to the firm’s accounting and executive teams for reporting and forecasting. The financial indicators include percent complete (carried from the Task/Schedule tabs), amounts to be invoiced, as well as projected billing amounts. The Reimb Consultants and Reimb Expenses tabs provide the ability to budget and track actual costs being passed through to the client as recorded in the financial system.

Note: You can change the tabs that are displayed as part of the configuration process and may not be shown in your environment.

The Contract / Fees, Non-Reimb Consultants, Non-Reimb Expenses, and Labor Budget tabs collectively build the project budget. These tabs allow the fee dollars to be broken down into labor dollars on the Labor Budget tab where they are ultimately allocated to each phase of work and discipline, forming a high level view of the manpower allocated or required for the project.

These figures can be either manually entered or imported from the Tasks or Team tabs, depending on if the project manager does top down or bottom up planning.

Note: You can change the tabs that are displayed as part of the configuration process and may not be shown in your environment.

The Time Analysis and Project Tracking tabs are powerful charts and reports and that enable a quick view of project status and performance. . Time Analysis allows the budget defined in the Labor Budget tab to be compared to actual project costs utilizing timesheet data and costs from the financial system. Data can be restructured interactively to be grouped by phase or discipline as well as sorted and filtered to highlight areas of interest.

The Business Development tab is available on all project types but is generally edited during the sales process. Opportunities are generally assigned a probability and are weighted. This allows potential projects to be included in projections on a weighted basis. The Business Development tab allows for tracking of basic project marketing information such as RFP date, current status, project description, and client information.