Project Management

  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.

1. Project Management--

 Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.

• Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be...
• Make the project public or select the employees and/or partners who can participate in the project…
• Time counter of user's spent time on a particular project.
• You can also create sub-tasks and have a hierarchy of tasks.
• Enter the estimated progress of your tasks/project during the same step in which the time spent is entered.
• If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.

2. Project Billing--

 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.

• Follow the status of your open Invoices.
• Analysed your billing performance.
• Reuse your invoices with other modules.
• Setup your chart of accounts and your accounting number.
• Validate the accounting number before they are added to your Ledger.
• Analysed your Ledger, balance.
• Export your ledger in the format of your choice.
• Make the reconciliation of your bank account from the same menu.
• Maintain a history of your bank receipts.
• Follow the status of your open Invoices, list, and display all your orders.
• Analysed your billing performance using Tactic ERP & CRM Software.
• Reuse your invoices with other modules.
• Export your Invoices and payments with the Export module to reuse them with external tools.

3. Team Assignments--

• Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups.
• Users will be able to enter the time spent if they decide to use the timesheet feature.
• 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.
• Make the project public or select the employees and/or partners who can participate in the project.
• You can also create sub-tasks and have a hierarchy of tasks.
• If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.

4. Task Management--

• Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
• Make the project public or select the employees and/or partners who can participate in the project.
• 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.
• Track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
• Users will be able to enter the time spent if they decide to use the timesheet feature.
• Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be.
• 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.