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Web-Based Project and Team Management for Profit-Minded Professional Services Organizations
- Enables enterprise-wide project management with links to comprehensive financial data.
- Includes all the tools you need to schedule projects, create and manage teams and deliver products and services - on time and on budget.
- Provides up-to-the-minute information about project status, deadlines, resource utilization and billing; access project data anytime, anywhere from your Internet browser.
Give your project teams and professional services managers the information and access they need to outperform the competition with Elite Project and Resource Manager. A web-based solution developed for professional services organizations, Elite Project and Resource Manager provides an unprecedented view into firm-wide resources. Using this powerful tool, team leaders can create effective project teams and then manage team progress with real-time, accurate project information - eliminating the need to install Microsoft Project on local workstations, share project files, and keep track of versions. And since Elite Project and Resource Manager is tightly integrated with Elite’s popular time entry and billing solutions, this powerful tool provides a true snapshot of current project plans, including resource utilization and budget run-rate.
A Total Project Approach to Management - and Customer Satisfaction
Elite Project and Resource Manager goes beyond task management to provide team members, management and clients a complete view of even the most complex projects.
- At the individual level, Elite Project and Resource Manager displays daily to-do lists, over-due tasks and project assignments.
- Elite Project and Resource Manager provides a unique view into your professional resource pool with content-rich dossiers that include job skills, work history, cost information and project preferences.
- Team leaders can analyze project metrics including budget data, and share resource information and time-lines with cross-functional teams.
- Management benefits from a macro-view of multiple teams and progress updates. Project progress is displayed clearly and accurately, with consolidated and drill-down views of tasks and sub-tasks.
- When appropriate, clients can be provided a window into projects so they can track progress and be notified of key milestones.
All these capabilities are delivered from an easy-to-navigate zero-footprint application that requires minimal maintenance and provides a quick return on investment.
Elite Project and Resource Manager Features
- Time and expense entry compatibility with Elite Billing Manager, WebView, and TimeTrax for single-entry efficiency and unmatched visibility into project financials.
- Built-in messaging service delivers email notifications relating to project tasks, subtasks and status.
- Extends the usability of MS Project 2000 throughout the enterprise without local installation.
- Supports thousands of concurrent users, but equally effective for small teams.
- Personal and team management tools, including summarized to-do lists, over-due tasks and project assignments for improved productivity. Data is delivered in familiar graphic formats including outline, classic Gantt and tracking Gantt views.
- User-defined dossiers allow individual resources and supervisors to catalog skills (such as language skills, software expertise, travel preferences, past assignments etc.) and experience, as well as define areas of interest.
- Calendar integration maintains up-to-the-minute availability based upon ongoing project task assignments, vacation time, sick time and other approved non-billable time such as training.
- Model feature allows several project scenarios to be modeled by assigning different weights to resource matching criteria. A single-screen comparison provides data for optimal resource assignment. Matching models can be saved and reused in other projects.
- Built-in hyperlinks make navigating Elite Project and Resource Manager quick and easy, while advanced filtering options enable easy sorting and drill-down to pertinent project information.
- Streamlined bi-directional synchronization uploads current project information to and from MS Project 2000.
A Web-Based View of Your Company’s Project Landscape
The success of a project team depends upon many separate yet related elements, including the ability to allocate appropriate resources, work efficiently, remove bottlenecks and operate profitably. Elite Project and Resource Manager provides the information you need to successfully control these and other aspects of the project management process.
Elite Project and Resource Manager is easy to navigate with standard browser control buttons and built-in hyperlinks to detailed screens. All team members need to access this information is a password and a standard Web browser, making it ideal for remote users and project teams on assignment. And Elite Project and Resource Manager provides team leaders and senior management an enterprise-wide view of the entire scope of multiple projects, with all the resource and financial data needed to make time-critical decisions.
Managing Projects Down to the Details
Elite Project and Resource Manager takes the guesswork out of assigning and managing project teams. A comprehensive management tool, this powerful application identifies resources based upon user-defined criteria - such as skills, cost, availability and preferences - and helps managers distribute effort for optimal staff utilization.
Need to build a project team? Simply select the resource attributes required for a project, and Elite Project and Resource Manager does the rest - complete with up-to-the-minute availability. Want to identify areas of expertise across the enterprise? Project and Resource Manager helps you track skills and competencies throughout the organization. This information can also be used to develop new service offerings, and address and avoid staff redundancies.
Tightly integrated with Elite’s premiere time and billing solutions (Elite Billing Manager, WebView and TimeTrax), Elite Project and Resource Manager provides real-time access to key project specifics such as hours of work completed, percent of duration completed, and task start and end dates for all service providers throughout the enterprise. The information can be displayed in a variety of views. Data can be sorted by project, groups of projects and sub-assignments with filters that selectively display information relating to resources, completed and incomplete tasks, summary tasks, overdue tasks or over budget tasks. Statistics relating to individual resources can also be viewed. Most important, these views are user-definable so individual information needs are met without data overload.
Elite Project and Resource Manager also includes a robust built-in messaging service that can track specific events or notify team members of task assignments. For example, project managers can elect to receive an email when certain tasks have been completed, and notify team members of new/updated task assignments. In addition, events initiated by team members - such as vacation requests or sick leave - trigger an automatic notification to the appropriate supervisor, and the availability of the team member is adjusted system-wide. Alerts and notifications generated by Elite Project and Resource Manager are posted on relevant project home pages for continuous communication with all members of the team.
Classic Views for Simplified Use
Elite Project and Resource Manager depicts project progress using standard graphical representations. All MS Project 2000 task dependencies are supported, and over budget or overdue tasks are shown in red for emphasis.
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- The resource allocation feature allows team leaders to align players with resource needs as defined within the project tasks. The main criteria, which can be ignored or assigned an appropriate percentage of importance, include: feature (skill) rating, availability, cost, and preferences.
- Outline View displays tasks by project. Master and sub-tasks can be displayed for multiple projects in outline view.
- Classic Gantt View displays task information about the project in a text and bar graph chart. The relative position of each Gantt bar displays the sequence in which project tasks are scheduled to occur and be completed.
- Tracking Gantt View displays task information about the project with additional information such as baseline costs, actual costs, and total expenses to date are included for further project analysis and quick visual review.
Your Partner for Project and Resource Management
Elite Information Systems is the worldwide leader in enterprise software for the professional services industry. More than 800 professional services organizations turn to Elite for financial and practice management solutions. Contact Elite today to harness the power of web-based project and resource management for your project teams.
For more information on Thomson Elite, please complete our sales request form or call +44 (0) 20 7369 7379.
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