Project Management

View project budget, forecast, and actual amounts in real-time to proactively manage project costs, with built-in integration to drill down to the source transaction.

Project Costing

Provides real-time, in-depth visibility to all project finances and the information you need to improve performance with a tailored view of original budget amounts, current costs, open commitments, final cost projections, and percent-complete information for each project.

Improving Project Performance with Real-Time Visibility

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    Keeping Data in Sync

    The project budgets are fully integrated with general ledger information real-time which means that data can never be out of sync.
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    Throwing Away the Crystal Ball

    To help you take the guesswork out of developing final project values, methods of computation (MOC) formulas are built into Project Costing.
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    Satisfying Competing Needs

    Simultaneously fulfill your reporting needs and those of the project owner, the job site, and your corporate office.
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    UX One for Project Costing

    Project Managers can access the UX One role-based pages to easily access, review, and act upon important information to complete projects in a timely and cost-effective manner.

Contract and Service Billing

Calculates invoices accurately according to business rules you define, giving you the flexibility to meet the diverse terms and billing methods of contracts and service.

Streamlining the Billing Process

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    Efficiently Handling Any Billing Situation

    Time and materials, lump sum, unit price, milestone, recurring, prepayments, draws-all are easily accommodated with the standard Contract and Service Billing functionality.
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    Improving Service with Invoices

    Invoice your customers on their terms with flexible billing cycles, as well as custom invoice formats in the preferred currency and language.
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    Decreasing the Number of Billing Inquiries

    Offer the level of detail desired by the client in terms that the client understands. Clear invoices mean timely payments, and timely payments improve your cash flow.
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    Saving Time and Improving Data Integrity

    No need to juggle batch processing among disparate systems as integrated applications work in concert with each other, across departments and geographical divisions.

Change Management

A flexible system of interrelated programs that lets you create a change management process to suit the organization.

Monitor Changes to a Job or Project

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    Revising and Approving Change Requests

    Track changes to change requests as the requests move through the organization's approval process.
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    Reviewing Change Requests

    Review requests, logs, ledger information, and other information about the change request as a job moves through the organization's approval process.
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    Creating Change Management Hierarchy

    Attach related change requests to PCOs and attach related PCOs to COs to create a change management hierarchy.
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    UX One Roles for Project Costing

    Project Managers can access the UX One role-based pages to easily access, review, and act upon important information to complete projects in a timely and cost-effective manner.

Advanced Job Forecasting

Enables you to create formulas, methods of computation, and forecasts to accurately calculate the projected final amounts and units associated with a specified job.

Efficient and Accurate Cash Management

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    Maintaining Controls and Auditability

    Control and visibility into job forecasts helps project executives understand the current and projected status of their jobs.
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    Throwing Away the Crystal Ball

    To help you take the guesswork out of developing final project values, methods of computation (MOC) formulas are built into Project Costing.
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    Forecasting the Way You Need It

    Specify a detailed list of remaining work that can include information about the labor or materials required and the cost associated to complete a task.
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    Single View of the Truth

    View a job's point-in-time financial status, including budgets, actuals, open commitments, current forecasts, pending change requests, billing information, user- defined ledgers, and pending revisions to the forecast

Advanced Contract Billing

Enables project-driven organizations, including commercial and government contractors, and subcontractors, to support and manage complex contracts.

Increasing Project Control and Performance

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    Managing Project Contracts

    Manage funds at the overall project level, from simple funding requirements to more complex needs.
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    Streamlining Invoice Generation

    Configure invoices to print in accordance with contract specifications without having to write custom invoicing batch programs.
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    Controlling Contract Charges

    Ability to track all costs related to a contract and control which costs can be billed back to your customer.
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    Contract Auditability for Increased Compliance

    Robust functionality to control contract terms and facilitate successful audits to track changes made to any contract detail.