PM Dashboard

this tab offers access to general information about the users

• fast overview;
• intuitive tools within reach;
• extended access to relevant information;
• simplified project management.

One-stop dashboard that helps project managers to track all the projects, tasks and its progress and status of each task and project.

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

Reports

the manager has access to four types of reports:

• Timesheet reports;
• User Reports;
• Clients Reports;
• Overall Reports.

(Each page gives information grouped by certain characteristics. E.g, the User Reports groups by user and location that can be exported in .xlsx format).

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

Projects

managers have access to a more complex page than the users. From this tab, managers can modify

• the projects’ information;
• projects’ team rates;
• tasks;

and

• can see reports on the projects rated hours.

Projects tab is designed to provide managers with complete and fast control over the projects in order to simplify their work.

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

Users

depending on the access level, managers can view only the users or edit them (if they have the UserManager role).

• fast overview on platform’s users;
• extended access to relevant information;
• complete control over the project evolution;
• intuitive tools within reach.

(e.g., Adding a new user is a one-step process that involves filling in a form.)

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

PM Tools

this tab is used to manage user reports. From here, managers can make different actions:

• edit user hours
• generate reports
• generate invoices

PM Tools is designed to simplify project managers periodic activities: editing existing information + exporting reports and invoices.

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

Devize (Estimates)

this tab is displayed for the managers that have the Invoicer role. Several actions are available from this page managers can:

• generate invoices based on multiple sources;
• add hours to existing invoices;
• send the invoices to clients;
• view reports as xlsx. billing documents.

Estimates tab is designed to simplify financial managers periodic activities: editing existing information + exporting reports and invoices.

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).

Alerts

this tab offers the opportunity to send to users alerts on several topics:

• projects (current and completed);
• invoices (for specific projects);
• hours reports (reported hours for each project).

Alerts tab is designed to simplify communication between different types of users (project managers - employees, financial admins - project managers - users).

*The tabs are displayed differently based on each users’ category needs (e.g., for employees, the tabs refer to tasks and projects, for managers, the focus is on activities and projects overview).