Extensions
Elevate your business operations with our Extensions. This comprehensive suite integrates resource allocation, financial oversight, client relationships, IT support, plugin adaptability, and DevOps efficiency into one cohesive solution. Made to fit your needs.
Resource Management
Agile Resource Management
Enhance your project coordination, teamwork, and collaboration like never before. Assign teams, users and resources to projects and stay agile at the same time. Handle everything the right way, optimise and never get confused again. This module is a powerhouse catapulting your organization to new heights of efficiency.
Calendar
Plan and assign tasks efficiently for yourself or other users directly on the calendar. Switch to immediate visibility into users’ availability, including scheduled events such as meetings, business activities, or other assigned tasks. You can also view user attendance, preventing the scheduling of assignments during their absence.
Resource Management Master Plan
Achieve optimal resource allocation across all projects and obtain an instant overview of under-resourced projects with the Resource Master Plan. This tool allows tasks to be assigned based on the expertise of employees – ensuring a balanced workload for each individual.
Resource Dashboard
Get valuable insights into your team’s workload, showcasing the most and least loaded users. Identify the task types with the highest number of allocated hours and use neat visual diagrams to represent workers’ time utilisation. See the total hours allocated and address any discrepancies easily.
Competency Management
Identify the capabilities within your company. Competency Management enables you to determine the specific competencies of your workers. That means efficient utilisation of their skills. By assigning clearly defined projects and setting project plans based on available competencies, you can optimise resource allocation and enhance overall productivity.
Attendance Dashboard
The quickest overview of the presence of your employees and colleagues. See instantly whether they are at the business office, working from home, on a break, or absent. Enjoy the simplest process of generating custom reports tailored to the budgeting requirements of the Finance office.
Finance Management
CBS - Cost Breakdown Structure
Stay in touch with the plan. The Cost Breakdown Structure (CBS) represents the cost breakdown of the different elements within the Work Breakdown Structure (WBS) – encompassing all tasks or services performed by subcontractors. You can consistently compare actual costs against the budget and integrate the data into the cost control system.
Project budgets for expense planning
You cannot manage a project without planning costs. With Easy Project, you can easily create project budgets and compare them to actual spending. Monitor revenues, costs, payroll expenses, and overall project profitability.
Cash flow in Gantt chart
Navigate to the Tools menu and select Cash Flow. Congratulations, you can now see your cash flow in both the project and global Easy Gantt. Just click and see the balances of planned incomes and expenses for the selected period (day, week, month) in your selected timeline.Cash Flow feature is available only when the Money plugin is installed in Easy Project.
Payroll & invoicing sheets based on timesheets
In Easy Project, you can combine information from timesheets and internal/external rates and generate invoicing and payroll sheets seamlessly. These sheets can be directly sent to clients via CRM integration and Contacts functionalities.
Budgets Statement Dashboard
User-friendly interface for financial managers and analysts, offering a comprehensive overview of budgeting and forecasting data – that’s the Budgets Statement Dashboard. It enables the creation of budget and forecast plans, provides insights into projects with the highest revenues, total costs, and profits, and allows for monitoring plan fulfilment and comparing financial data with previous periods.
Finance Dashboard
Financial management needs proper reporting. Present the financial aspects of a business service to various stakeholders within the organisation – such as business unit heads, department heads, or account heads.
CRM
Lead Management
Switch to effortless and efficient CRM. Our new B2B CRM is designed to streamline lead management. With Easy Project, you can easily track the journey of each lead from the initial stage to the final stage, all while maintaining a clear overview of all sales activities.
Lead Processor
Being prepared for follow-up can win you a ton of leads. But in the digital era, not every lead is made the same, varying in relevance. The Lead Processor plays a pivotal role – it helps you with distributing, segmenting, and prioritising leads among your sales team or partner network, enabling efficient and effective lead management.
Partner Management
Closely monitor your top partners and their progress in great detail within our B2B CRM. With this feature, you can expand your network of partners globally, enabling faster and improved product sales.
Account Management
Our B2B CRM offers a comprehensive and holistic view of your clients’ lifecycle. Combine it with the integrated project management platform, and in addition to traditional sales data, you will get an overview of delivery, projects, and customer care. All within a single system. Everything you need is conveniently available on one page.
Role-Based Homepages and Dashboards
Stay informed with customised sales forecasting reports that are easy to build. Through role-based scenarios, the sales director gains a clear overview of revenues, sales managers’ performance, and the sales pipeline. Real-time leaderboards allow you to identify which representatives are on track to exceed their targets.
Process and Project Support
Boost your sales department with essential project management features, including WBS (Work Breakdown Structure), Gantt charts, and agile management. Get more done, deliver more projects and get higher customer satisfaction.
Delivery E2E
Manage the entire sales process from the initial lead to the opportunity quotation, and all the way through to the final implementation – from one central tool. You can efficiently navigate each step of the process in collaboration with your partners to maximise the value of the deal. Your customers can simply sit back, relax, and witness their business flourishing with the help of your product.
Continuous Integration
Transform the CRM into a robust data source and manage the delivery of your products and services. Easy Project is well-suited for developing solutions that extend beyond standard products.
Help Desk
HelpDesk Dashboard
Manage and assign tickets in a few clicks. Our new HelpDesk dashboard enables you to efficiently handle your tickets and allocate available resources. Gone are the days of opening each ticket individually to update responsibility assignments. With the HelpDesk dashboard, you can simply preview your tickets in the ticket pool, identifying the required resources for each specific issue.
Statistics for HelpDesk
The most comprehensive overview of your support service performance – that’s Help Desk Statistics. Customise every view and see performance metrics by users and status. You can also compare statistics across different time periods, facilitating a cross-sectional analysis of performance.
HelpDesk Manager Dashboard
Everything that a Help Desk manager requires conveniently accessible on a single dashboard. With Action Buttons, you can swiftly distribute tickets among your team members. You can also easily update tickets that need your review and stay informed about all your meetings and your team’s performance.
HelpDesk Operator Dashboard
The Help Desk Operator Dashboard offers you a seamless ticket navigation – you can efficiently manage your performance. Additionally, the integrated Kanban feature enables you to monitor your requests to the development team for feature development and bug fixing.
Complex HelpDesk Settings
Personalise your Help Desk with advanced settings to suit your specific needs. Customise email templates for automated responses, incorporating corporate logos, signatures, and more. Configure your projects to automatically assign tickets and set specific SLAs (Service Level Agreements) for efficient ticket management.
Plugins
Outlook plugin
Effortlessly sync your Easy Project data with Microsoft Outlook. Save time with bidirectional synchronisation of calendars, contacts, tasks, CRM cases, attendance records, and other real-time data, enabling smooth collaboration and streamlined workflows
Knowledge Base 2.0
Built on the widely-used open-source MediaWiki technology and its professional distribution BlueSpice, our solution seamlessly integrates into the Easy Project environment. It offers a robust set of tools to effectively organise and scale documentation, processes, manuals, quality management, and other essential knowledge management needs within an organisation.
DMS – document management system
The Document Management System plugin offers convenient access to all your files and documents directly from Easy Project. It provides a familiar directory structure for efficient organisation, and document versioning ensures that you always have up-to-date files. You can approve all the documents for better circulation within your company.
Asset & Configuration management
Design and create custom data tables effortlessly, enhancing the system’s functionality. By using custom fields, you can customise everything to effectively organise and store essential information. Connect these tables to various elements within Easy Project, such as projects, tasks, users, and more. This offers users greater flexibility and control over your data. Whether it’s related to assets, warehouses, contacts, or simply a spreadsheet you wish to store directly in Easy Project.
DevOps
Test cases
Efficiently manage your testing activities directly within your projects. The combination of test cases with project management is of great assistance to IT companies conducting thorough testing of their solutions. It is also highly popular and valuable in industries such as automotive, offering comprehensive testing management for all testing methodologies.
GitLab Integration
Integrate your GitLab repository seamlessly with Easy Project’s issue tracking system to enhance the efficiency of your development process. Automatic synchronisation occurs every 24 hours, or you have the option to manually trigger it at any time. The setup process is quick and straightforward. Just three simple steps: naming the repository, inserting the URL and token, and you’re all set to collaborate with your own repository.
Diagrams
Easily create impactful UML or other diagrams directly within your tasks, dashboards, knowledge base, requirements, or test scenarios with our integrated diagramming tool. No additional software is required as you can edit and update diagrams seamlessly within Easy Project. Enjoy the convenience of having a Draw.io alternative integrated directly within the platform.
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