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ProjectPro

Improve productivity and cost control to enhance your success

Successful construction companies must juggle a complex collection
of resources, trading partners, management processes, and requirements
to meet customer demands. In today's rapidly changing and
increasingly complex marketplace, small and midsize construction
companies often find themselves responding to the latest crisis and
barely keeping up with growth, sometimes at the expense of healthy
profits. For the perceptive builder, however, the same challenges can
translate into opportunities. Get ahead of change and competitors by
streamlining processes, understanding and controlling costs, and providing
accurate and timely information wherever it is needed by the
many participants in your building projects.

A ProjectPro solution can integrate all of your critical project management,
sales, estimating, labor and financial information in one place so
you can intelligently manage budgets, schedules, field activities, cus-
tomer relationships, and the bottom line.

Achieve financial transparency along with data integrity

Streamlining accounting processes and strengthen control of your organization's
finances with ProjectPro. With integrated data, intelligent
transaction processing, and robust analytical and reporting capabilities,
you can reduce the time and effort you spend on the accounting
tasks, monitor your organization's fiscal performance, and meet business
requirements.

The ProjectPro solution consists of the following granules:

  • Project Costing
  • Estimating
  • Contracts and Change Orders
  • Progress Billings (AIA)
  • Subcontract
  • General Ledger
  • Receivables
  • Payables
  • Fixed Assets
  • Analytics
  • Sales and Marketing
  • Purchasing
  • Inventory
  • Equipment Resources
  • Human Resources
  • Payroll
  • Service Management
  • Warehouse
  • Customer Relationship Management (CRM)
  • Multiple Currencies
  • Multiple Languages
  • Commerce Portal
  • Customization Tools
  • Built-in Report Writer

ProjectPro Overview

Project Costing

ProjectPro has user-definable cost categories such as labor, materials,
subcontractors, equipment, manufacturing, burden and adminis-
trative. Many project management inquiry screens with "drill-down
and around functionality" along with several construction-specific
reports.

Contracts and Change Orders

ProjectPro provides project contracts and change orders with owners,
general contractors, architects and engineers. Contracts can breakdown
into multiple billable line items based on percentages, units or
lump sum values.

Work-in-process

ProjectPro supports all five (5) methods of work-in-process. These
are "Percentage of Completion", "Completed Contract", "Cost Value",
"Sales Value" and "Costs of Sales" methods.

Project Billings

ProjectPro offers progress billings for calculating and generating project
invoices based on percentage, units, and lump sum dollar
amounts. The progress billings can create AIA G702/AIA G703 documents,
as well as generic billing formats that can be customized.
These billings support change order billings on the same progress
bill. Includes "version management" of each billing requisition to enable
easy corrections to previously released bills.

Subcontract

ProjectPro's subcontract application allows for the management of
subcontractors by creating subcontracts for vendors that provide
subcontract work on one or more projects. Users can simply pull cost
budget lines into a subcontract then easily create purchase orders or
purchase invoices for subcontracted work. Insurance tracking is
available to monitor valid certificates of insurance. Lien Release
Waiver are generated as "Progress" or "Final" during payment process.

General Ledger/Financials

ProjectPro's General Ledger is the central application in ProjectPro.
It is totally integrated with all other ProjectPro applications. With its
online integration and flexible work tools, the General Ledger offers
an efficient means of centralizing your company's accounting information.
You can produce financial statements—profit/loss, balance
sheet, and cash flow all following FASB standards.

Receivables and Payables

ProjectPro gives you an efficient vendor and customer management system that
helps you strengthen business relationships. ProjectPro helps you take complete
control of your money by keeping detailed records of every purchase and billing.
Even in an international environment, the receivables and payables application
can help manage both domestic and foreign currencies. Receivable and payable
retention transactions can also be managed from within ProjectPro.

Resources

ProjectPro's resource application is one of the most valuable for a business.
Optimizing the use of employees and equipment is performed with the resource
applications. When integrated with project costing and customer invoicing, the
system provides complete and fully-integrated costing and time and billings capabilities.

Cash Management

ProjectPro's cash management provides an efficient means of tracking bank
accounts. The cash management application is fully integrated with the general
ledger, accounts receivable and accounts payable. Cash management also
includes check writing along with an easy to use bank reconciliation capability.

Payroll

ProjectPro's payroll application enables time journal entries or payroll journal
posting to directly update labor costs to projects. ProjectPro can calculate labor
burdens to post across multiple projects and change orders. Prevailing wage
rates can be established on a project by project basis.

Inventory

ProjectPro's inventory application lets you keep detailed records of purchases,
sales and issues to projects. Tighten inventory management processes to help
increase operational efficiency across your business, improve customer service,
and reduce inventory and distribution costs.

Service

Create a competitive advantage with superior customer service operations that
build customer loyalty while fueling profitability. Streamline the generation, dispatch,
completion, and invoicing of service orders. Easily specify and track parts
consumption when you have improved access to up-to-date information about
contract agreements, pricing, task prioritization, and the skills and workloads of
service technicians.

Microsoft Office Integration

ProjectPro has been designed to work together with Microsoft Office 2007. The
integration to Microsoft Office 2007 will help you increase the penetration of business
data throughout your organization, and deliver important benefits to employee
productivity, customer loyalty and overall business efficiency. ProjectPro
enables you to work in a familiar environment with shared user interface through
Outlook and Sharepoint.