PROJECT

For project management

PlanMill PROJECT is perfect for project management, scheduling, time and expense, and reporting. It helps you to reduce the workload, because it cuts away extra activities already at planning stages.

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Manage customer contacts

  • Manage and add contacts, potential companies, and key persons information to your account for future marketing and sales purposes.
  • Link contacts to actions, request ja campaigns. Add each company multiple persons.
  • Update effortlessly company contacts from the Asiakastieto Oy registry (Finland only).
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Create requests easily

  • Manage and create requests and use service requests as the centralized repository of all your customers' needs and wants (billable or non-billable, internal or external).
  • Monitor who is performing each request, what status is it in, and what has been discussed internally around it.
  • Track billable and non-billable service hours.
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Register meetings, phone calls, and to-dos

  • Relate those actions to contacts, requests, projects and opportunities.
  • Transfer actions to calendar tools like MS Outlook or Google Calendar with iCalendar.
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Create projects easily

  • Create and manage projects in one place, whether they are billable or non-billable projects.
  • Follow the company’s contract management workflow from draft to the final agreement.
  • View the resource situation and the assigned workload of each person or each project for a certain period of time.
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Save time and money

  • Manage and create time reports for assignments, request and tasks. It is easy, just save your starting, ending and rest times of each work day.
  • Track time spent on various tasks and projects with Time Calendar.
  • Enjoy automatic management of vacations and workflow by automating absence request and acceptance.
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Report expenses and purchases

  • Report travel costs or purchases for the company, whether they are billable or non-billable.
  • Budget and record costs.
  • Link report to a certain project and date and add and edit individual expenses.
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Create reports efficiently

  • With help of indicators, dashboards, and reports for different purposes will help you see the big picture of your company's financial and operational performance.
  • You can order customized reports during the implementation phase of the system and after the implementation from PlanMill Service Desk.
TRY 14 DAYS
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