Project Management

Keep projects on budget and on time.

Most ERP systems only loosely integrate the accounting/project planning and management components. With InFocus, project plans are actual projects that can be altered dynamically even in the midst of an active project. Security can be employed to allow the work breakdown structure administration to be shared between accounting and project managers at various levels. Gone are the days of project management being controlled by the accounting department.

Project Central

View project metrics and manage project budget and resources in one streamlined place.

On-line Bill Review

Project managers can review project charges on-line giving billing instructions to the project accountant. Draft invoices can be viewed and percent completes entered in the same screen.

Schedule and Allocate to Employees and/or Job Title

Allocate project budget to job titles (e.g. senior architect, Engineer II etc.). Then schedule the allocation to various employees through our scheduling wizard. Time can be front-loaded, back-loaded or straight lined.

Unlimited Levels for Work Breakdown Structure (WBS)

Most systems support at most three levels of the work breakdown structure which they label project, phase and task. InFocus supports an unlimited number of levels. This allows the project manager to manage the way they want, not the way their accounting software wants.

Estimates-to-Complete from Time Entry

Project managers can optionally require estimates to complete be entered by the employee at time of timesheet submittal. Estimates can be at the work breakdown level or at the work order level. Individual projects or work orders can be earmarked for estimates. Estimates appear in project planning as a guideline for the manager.

Budget by Pay, Burden or Bill Amounts

Your project plan can be budgeted based on any of three rate types. Default rates or flexible rate schedules can be utilized. Monitor actual project metrics right in the same screen.

Powerful Report Designer

With almost 1,000 defined project variables, you will be hard pressed to find a report we don’t handle. Reports support drill down to the transaction line item. A generous number of filters make getting the projects you want a reality. Reports can show metrics for up to three definable period ranges on a single report. Multiple levels of security can be applied so only those eyes you want can view sensitive information.

Interactive Gantt Control

InFocus comes with an interactive Gantt control much like Microsoft Project. When a task start date slides out six weeks simply click the taskbar and drag it to extend. All schedule resources are automatically moved with it. For critical path you can set and view task dependencies.

Change Order Tracking

Change orders, along with an approval process, can be used to track changes to project budgets.

Unique Work Order System / KanBan

InFocus is introducing a concept used in professional services outside of the A/E industry. Work orders allow project managers to assign “To-Do”s to employees. Work orders carry information that only the manager is privy to, such as work breakdown structure, job titles, labor codes, billing status. Employees treat open work orders as their in-box. Time can be charged directly to the work order or the work order can be referenced in time entry where the rest of the line will be filled out automatically. Employees need not even know project phase and task codes. Since work orders are proactive, there are less end-of-the-month time transfers that need to be done.

Baseline and Working Plans

Start out with a baseline line plan and then freeze it when the project goes active. You can also refreeze the active plan to the baseline at any point in time.

Monitor Workload by Employee or Job Title

View real-time resource utilization by job title or employee. Quickly compare scheduled versus available to identify over and under budget hotspots. View by day, week, month, or year and drill down on the schedule to the assigned projects.