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Saturday, 06 May 2006 |
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allocPSA offers over a dozen major functional modules, including: - Digital dashboard
- Project management
- Tasks
- Timesheets
- Financials
- CRM
- Item loans
- Personnel
- Calendaring
- Reminders
- Fault & issue tracking service desk
- Document management
- Reporting
Home - Digital Dashboard - Onestop overview of user's daily/weekly calendar,
- company announcements,
- reminders,
- tasks,
- projects,
- cost-centre balances,
- overview of submitted or timesheets pending approval.
Project Management
- Contract, consultancy, implementation or other templates of projects.
- Customer contacts, information, budgets, timesheet authoriser.
- Document and file attachments.
- Projectwide reminders.
- Projectwide notes and modification history.
- Resource, internal and external rates.
- One or more project leaders who can review project status.
- Project activity graphs, showing overdue tasks.
- Timesheet history and comparison to budget estimates.
Tasks - Implements tasks, subtasks, project phases, faults and messages.
- Unlimited number of tasks per project.
- Unlimited number of comments per task.
- Unlimited number of reminders/escalations per task
- Escalation regime for priority tasks not completed within time limits.
Timesheets - Very flexible timesheet workflow engine.
- Allocation of timesheets on a perproject, per staff basis.
- Routes timesheets (and sends notification email) to specific project's managers for approval.
- Subsequently routes of timesheets (along with notification email) to financial administrators for invoicing/payroll.
Financials
- Staff, project and general costcentres, including transfer and tracking of funds between costcentre accounts.
- Importing and exporting of invoices/billing.
- Allocation of invoice payments to staff, project and general costcentres.
- Searching of invoices related to projects.
- Expense forms and claims for staff and projects.
- Supports repeat/cyclical expenses in cost centres.
- Reconciliation report.
- Integration with external payroll and accounting systems.
Clients - CRM
- Full customer company details
- Unlimited contacts per company
- Allocation of primary contact status
- Unlimited notes per company
- Unlimited document attachments
- Overview of projects undertaken for this company
- Actual and potential project revenue from this company
Item Loans - Openended item loan, borrowing lists and overdue status
Personnel - Unlimited number of staff resources/personnel.
- Information detail on availability.
- Flexible and powerful skills tracking engine, adaptable to any industry.
- Overview of resource allocation, tasks, overdue tasks etc
Calendaring/Reminders
- Week, fortnight and month overview of tasks, appointments and reminders.
- Project and tasklevel reminders.
- Cyclical repeat reminders
Reporting
- Completely openended report engine.
- Every field in the core component tables can be queried, filtered and exported.
Fault & Issue Tracking - Service Desk - Integrated with the Projects and Task engine and therefore the timesheet system.
- Escalation engine sends email to specified staff on inactivity/overdue status.
Document Management - Projectlevel document attachments.
- Customerlevel document attachments.
Speedlist Allows for the rapid access of oftused functions, such as: - creating new tasks,
- creating new projects
- adding new faults & messages
- adding new time sheets
- adding new clients etc.,
all in a click selection from a droplist that's always available onscreen. The speedlist also provides a 'bird trail' of recently visited allocPSA web-pages, for fast navigation back to them.
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Last Updated ( Tuesday, 16 May 2006 )
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Features 
