Operations
20Projects
Connect estimates, quotations, work orders, BOM, jobs, teams, tasks, materials, production and service delivery in a single project lifecycle.
- Projects DashboardDisplays running work, pending approvals/invoices, ageing, expenses, staff workload and recent activity.
- Project EstimatesDefines scope, quantities, costs and pricing before customer commitment.
- Project QuotationsPresents project scope, price and terms for customer confirmation.
- Bill of MaterialsDefines components and quantities required by project products or work.
- Work OrdersControls project execution, numbering, scope, material requests, completion, delivery and analysis.
- Work SheetsBreaks work orders into executable jobs with teams, status, time and closure.
- Assign / My WorkAssigns jobs to users/teams and provides personal work queues and start/stop actions.
- Designer WorkManages project design assignment, proofing and completion.
- Project ProductionCreates and tracks production linked to project work and BOM requirements.
- Goods Issue NotesIssues inventory materials to project work and updates stock/project cost.
- Service DeliveryRecords delivered services/work and supports follow-on invoice creation.
- ChecklistsDefines and records required project steps, inspections or quality controls.
- Project StagesConfigures ordered workflow stages and stage status.
- Work TypesMaintains hierarchical service/work classifications.
- TagsClassifies work and tasks for quick filtering and prioritization.
- Task ManagementManages task creation, assignment, timers, time logs, forwarding, attachments, bulk actions and archive/restore.
- Stock RequestRequests project materials from inventory before controlled issue, preserving project, work-order and approval context.
- Task AnalyticsProvides workload trends and forecast-oriented task analysis.
- Assignee SummarySummarizes allocated, pending and completed tasks by responsible user.
- TimelineShows chronological project and worksheet activity, status and work events.