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Doleedo - Projects

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Projects

Get your projects and project portfolio under control. Manage individual projects, their tasks, and capacity allocations, and make necessary adjustment to them. Follow-up project progress, its income, costs and profit, and ensure that you are top of your portfolio at all times.

  • Project Tracking
  • Resource Allocations
  • Time Tracking
  • Expenses

 

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Project Tracking

Have an overview of your project and manage it from one single location from its beginning until it can be closed. View the details of your project and its potential sub-projects. Create tasks, follow-up project budget, task progress in comparison with work estimates, project member workload and project time registrations. 

  • Get a holistic view of your project on the main page of the Dashboard. Follow up your project revenues, costs, expenses and profit.
  • Create tasks and their hierarchy on the Tasks tab, follow their progress in comparison with the work estimate up on the Task Progress tab.
  • Be on top of the hours and expenses registered to the project by your project members.
  • If your project spins-off sub-projects or change requests manage sub-projects under main projects.

This feature is included in the additional paid Sales & Projects module.

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Resource Allocations

Be on top of the capacity allocations of your organization including vacations and other leaves. Easily identify issues so you can solve them as soon as possible. Include sales opportunities and future projects in your allocations so your capacity is all the time up-to-date.

  • Monitor the capacity allocations of your organization in flexible grouping levels for different needs: for Projects, for line work or for team managers.
  • Modify allocations on the fly and see the immediate effect.
  • Identify allocation problems in the view.
  • Create and modify preliminary sales allocation needs in your capacities already in the sales phase and simplify the communication with your sales organization.

This feature is included in the additional paid Sales & Projects module.

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Time   Tracking

Give your project members an easy way to register hours and to follow up their time entry history. As manager follow up the registrations of your teams.

  • As project member register your hours from the quick action links.
  • Add hours directly to your most recent projects on the Home Page.
  • Follow-up your time entry history.
  • As project manager review time registrations on your project.

This feature is included in the additional paid Sales & Projects module.

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Expenses

Let your people create expense claims. Track the statuses of your expense claims. Manage the acceptance process. 

  • Add your own expenses, send them to be accepted, and follow them up when actions are required.
  • As manager follow up expenses which are in states which are most relevant to you and accept or reject them.
  • Expenses in different currencies are also supported in Doleedo.

This feature is included in the additional paid Sales & Projects module.

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Project Dashboard

Create awesome job applications, make your new employees feel taken care of since the first day of their employment until their last.

  • Assist your talent adquisition process by using data in the system and by creating new job openings when your company is in need to find more enforcements.
  • Make a great first impression when onboarding your new employees. Make your new team members feel welcomed, and theor first days clear and structured with flexibility modifiable onboarding forms.
  • In the unfurtunate cases where your employee moves on, make the challenging situation easier and manage your exit strategy in the off-boarding process with flexible modifiable offboarding forms.

this module is not included in Doleedo Basic but you can buy it here

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