Difference between revisions of "Talk:Project Management"

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Latest revision as of 17:13, 10 April 2022

 Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.

Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects. Export your Invoices and payments with the Export module to reuse them with external tools.

track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view. Enter the estimated progress of your tasks/project during the same step in which the time spent is entered, so that the progress is always captured and compared with the time spent.

If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported. Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.

Admin can decide to use Tactic projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface. Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported