Check out new web native PlanMill 10. The following is a high level overview of PlanMill's PSA functionality and is by no means comprehensive. Please contact us for a detailed look at our solution.

1. Order Intake

Opportunity management

• Easy monitoring of sales process efficiency via time and expense tracking of prospect customer cases
• Prospect sales process scheduling and to-do lists based on standard process templates

Capacity Check

• Easy access to resource and competence availability
• Preliminary effort and competence planning

Contracting

• Pricing based on effort and competence needs as well as fixed rates
• Preliminary task scheduling and staffing
• Contract document management

2. Delivery

Planning

• PlanMill offers quick web-native planning of tasks, expenses and invoice positions as well as other relevant items
• Project home pages with all relevant information in one place
• Very easy project creation process that guides users step by step
• Two-way XML-based integration with Microsoft Project 2002 & 2003
• View all project plans as PDF files 

Staffing

• In PlanMill project managers can see the resource availability across their team with a single glance and take immediate decisions on effort vs. resource/skill availability and schedules vs. priorities
• Portfolio and business managers can supervise and manage staffing via portfolio views, interactive charts and reports

Time Management

• Streamlined time entry is available anywhere and anytime
• Team members may use our timesheets from day one
• All time reports are automatically forwarded to appropriate managers for further processing like billing and analysis

Expense Management

• A very easy yet comprehensive expense sheet gives all personnel an easy way to record expenses for travel, purchase and other expenses.
• Expenses are validated and approved through a built-in workflow
• Expense entries are automatically available for project cost analysis and billing

Financial Management

• PlanMill includes an easy to use module for validating billable entities and monitoring invoicing as actual deliverables, billable services and planned invoice positions take place
• Automatic alerts remind managers and assistants of invoice events and monitor billable time
• A special view of incurred expenses simplifies central administration and validation of travel and other expenses 

3. Analysis & Support

Portfolio Performance

• PlanMill offers comprehensive tools for analysing project portfolio profitability
• Portfolios may consist of individual customers or department like R&D or Maintenance
• Overall customer profitability analysis may include both delivery projects, prospecting processes and support activities.

Resource Utilization

• PlanMill offers easy charting and reporting for effectively monitoring capacity utilization at resource, competence and organizational levels.
• Special reports are included as standard to monitor the billable utilization percentages against targets that can be defined individually  

• A simple data interface for resource utilization analysis with popular business intelligence tools such as Crystal Enterprise

Knowledge management and collaboration

• PlanMill provides several role-based web portals which serve to share information between user groups and provide intelligent alerts and remainders to guide users through the business critical workflows
• The template functionality greatly improves productivity through increased standardization.
• The connector to Microsoft SharePoint Portal Server plugs in web-based document management and collaboration for more effective information sharing.

Click here to request a demo or send email to sales@planmill.com learn more about how PlanMill PSA can help your company improve efficiency and save money.