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- Shows key dates and new correspondence
- Document telephone conversations
- Add hours and expenses to timesheet
- Send e-mail messages
- Create and review personal task list
- Search for contacts or projects
- Navigate the system
- Create and update to-do lists
- View daily, weekly, and monthly schedules for an individual or the entire company
- Schedule recurring appointments
- Store personal and corporate events, deadlines, and appointments
- E-invite contacts to scheduled appointments
- Automatically receive updates to revised project schedules
- Identify meeting locations with digital mapping
- Print itinerary of daily events with locations
- Search for contacts by name, location or type
- Track contact locations and contact information
- Identify contacts' staff and projects
- Create personal contact rolodex for global and personal contacts
- Store personal-information on contacts
- Retrieve documentation by type, date, keyword, contact and project
- Record incoming e-mail, transmittal, fax, memo, and phone calls
- Create outgoing e-mail, transmittal, fax, and memos
- Create project document reproduction orders
- Store correspondence by project or by personal folder
- Search for projects by name, reference number, location, or type
- Create new project files
- Access detailed project information, including location and contact information
- Identify project staff, contacts, and their roles
- Track project schedules and key dates
- Manage project documentation such as correspondence and letters of assurance
- Apply hours to appropriate contract and segment
- View in real time how hours impact project hours budget
- Track project and non-project activities
- Review hours and expenses for day, week, or month
- Roll scheduled events into your timesheet
- Record project expenses for reimbursement
Project Leadership
- Get real time information on project progress
- Receive automatic alerts to changes in scope of work
- View real time snapshot of hours applied to date
- Receive alerts for pending invoices
Contract Management › screenshot
- Access contract information, including scope of work, phases, schedules
- Generate time and financial budgets
- "At-A-Glance" project status summary
- Time and expense summaries
- Generate client updates and statement of impact
- Document changes and approvals to scope of work
- Issue contract memos to client for notice, signature, or approval
- Track specific changes to contacts, projects and contracts
- Maintain a record of all deleted documents
- Maintain log of all communication
Communication
- Wireless messaging between the office and the field
- Receive e-mail updates to mobile devices when not logged into the system
Employee Information › screenshot
- Track employee project information
- Maintain employee personal information
- Track holidays, sick days, and human resources documentation
- Manage employee access to secure information
Web-Based Access
- Access to information 24 hours a day, 7 days a week
- Configured to your unique needs
- Retrieve data via any internet ready handheld device
- Receive instant updates via text messaging
- Secure data access and storage
- Reconcile courier and document orders
- Get real time project information
- Review correspondence and communication logs
- Create reports on hours, invoicing, and contract status
- Generate reports in PDF format
- Prepare invoices based on fees or hours
- Batch invoicing of selected projects
- Modify hourly rates and billing details
- Print invoices and attachments in PDF format
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