PlanMill PSA (Professional Services Automation) - Trust only a reliable system to support the success of your Professional Service (PS) organization. PlanMill PSA is your answer to demanding customer relationships, management consulting, and delivery projects.
PlanMill PSA gives a single, affordable and flexible answer to integrate end-to-end business processes in project and service organisations, providing uninterrupted workflow and shorter cycle times for maximum operational efficiency. Enjoy top level functionality to support day-to-day operations of your global service business! Customer Stories
Excellent answer to demanding customer relationships - manage consulting and delivery projects easily.
Project portfolio management (PPM). Group projects to look at the big picture. Create and view portfolios and summaries. Includes Multiple projects Gantt, Cost/revenue and Earned value analysis, Portfolio views, and Budgeted/Actual/Forecast comparisons.
Project management. Create new billable and non-billable projects easily via simple wizard. Manage project- related budgets, schedules, Gantt charts, baselines, and milestones. Collaborate with MS Project users via export/import. New project wizard guides you in the entire project creation process. Tasks/Performers tab adds all team members from project team.
Project templates. Project managers do not have to waste time and create recurring projects every time since PlanMill Project offers predefined templates that can be used when needed. Also, project managers can save their own projects as templates for further use.
Resource management. Versatile capabilities to manage person, team and project related resource bookings. Real-time calculation of actual and upcoming resource utilization.
Task management. Manage unlimited tasks and subtasks including start/finish dates,dependencies, billing type, duty type, status and percentage of completion, summary and attachments. Multiple assignments (persons and teams) on tasks. Additionally, every team member assigned to a task can update the time spent working on the task. Planned/Actual/Remain/Forecast comparisons.
Time tracking. Several users such as employees, clients and subcontractors can report billable and non-billable hours worked on task or request (issue). Add multiple time entries and comments per task per day. Automatic of manual approval of submitted hours by project manager. Real-time view of employee balance time (or flex time).
Expense & Purchase tracking. Track various kind project related of expenses such as travel and purchases.
PlanMill Quick Setup Pack. Onsite or remote hands-on session (est. 3 hrs) including basic configuration to fit your business process, user and team management, activation of customer instance and creation of first user.
PlanMill Add-ons are either commercial or free extensions for PlanMill CRM, PROJECT, PSA & ERP. These optional extensions include Absence, Appraisal, Calendar, Contract, E-invoice, Email Capture, Finance Connectors, MS Project Import & Export, Multi-company and multi-currency, Open API, Product, Sales Order, Time Report, and Wiki.