Info At Hand tracks the performance of current
projects, and organizes a history of all project-related documents,
status reports, tasks and contacts. Utilization, and time booked to project tasks, are also tracked for
resources assigned to the project.
Within Info At Hand, a project is
modeled as:
A main panel containing
summary information about the project
A financial information panel
containing a summary of expected and actual costs and revenue for
each month of the project
A number of sub-panels linking
in related information
There are a number of common
sub-panels – such as Open Activities, History, Contacts,
Documents and
Opportunities - but also a special sub-panel entitled Project Tasks.
Project tasks include information
about the start and due date for each task, the resources assigned to the
task, the utilization percentage for those resources on this task, and the
hourly cost for those resource on this task (by default the standard
hourly cost is used from their HR profile).
When
a project task is active, resources may book time to the project, and
to that project task specifically. At the end of each time period,
resources file timesheets, which automatically include all time they
have booked to projects or service cases during that time period.
Once
their timesheets are approved, the costs for their work accrue to the
project and are displayed on the project's summary table of costs and
income. And a project's as-yet-unbilled booked hours may be invoiced at
any time. With a single mouseclick, the user has an invoice open with
all billable hours detailed on it, ready to print or email.
The Company
Calendar shows a table of all resources, their project
assignments and utilization percentages when the Show Project
Assignments checkbox is selected.
Customers may collaborate on projects via the customer portal,
checking on the progress and anticipated completion dates of tasks,
uploading or downloading project documents, and accessing contact
information for project members.
Document Management:
Info At Hand enables the sharing of business documents -
from HR claim forms and Marketing collateral to Engineering designs.
Multiple revisions may be stored ensuring only approved documents are
used.
Documents in any
format can be filed, and may be searched by title, description, file
type, status, department, keywords and owner.
Documents may be associated with Projects, Accounts,
Contacts, Leads, Opportunities, or Service Cases.
A project can have all of the project's
documentation attached to it. An account, lead or contact can
have all related documents attached. And supporting documents
for a service case can be attached to it.
