The Project Management module is used to review completed projects and track those projects currently in development. Data from virtually all other areas of the program is integrated into the Project Management module. Data stored in these other databases is extracted and organized into tables, charts, summaries, and reports. These various summaries provide you with a detailed (on-the-fly) overview of each project's proposed fees, contract allowances, personnel and reimbursable expenses, payments received to date, and more.
The Project Management module also allows you to create reports that summarize expenses, receipts, profits and losses for a series of projects grouped by user defined search criteria (i.e. building use, construction classification, size, construction costs, location, etc...). This powerful tool will not only help you determine profitable project types, but will also assist you in estimating project delivery costs for future projects.
The Project Management database is joined to virtually all other areas of the program (i.e. Proposals & Contracts, Accounting, Time Sheets, Travel Logs, Transmittals). The information extracted from these integrated databases is incorporated into tables, charts, summaries and reports that allow you to:
Acquire a breakdown of fees, invoiced amounts & payments received
Obtain personnel hours and wages for each phase of the project
View a Project Analysis listing expenses, receipts & profit(loss) margins
Review an account transaction history listing names, dates, amounts, etc...
View a table of payments made to consultants and outstanding balances
Compare contract allowances with actual goods and services provided
Review cost overruns, additional services, reimbursable expenses, etc...
Obtain a detailed breakdown of services provided & previously invoiced
Review/edit building information data (i.e. location, size, construction cost, status)
Create profit/loss or expense reports for projects based on defined criteria
NOTE: The data provided in this database is sensitive. An Access Level of "3" or better for this module is strongly recommended.
TIP: Update data in all related databases regularly. The information provided in the Project Management database is only as current as the data recorded in all other areas of the program.