Project Management

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.