Project Portfolio Management | Project Management
Clients
The customer account, with every engagement delivered for it.
What it does
Inside Clients.
Delivery and finance discuss the same client, because there is only one record of them.
01
The same party record the receivables ledger uses
02
Every engagement for the client in one place
03
Contracted, delivered and unbilled visible per client
04
Country and currency inherited from the party, not restated
Where it sits
Part of Project Portfolio Management.
Project Planning Scope, phases, tasks and dependencies with a budget attached. Resource Management Assignment from real availability, skills and cost. Project Budgets Budget, commitment and actual on one line. Time and Expense Hours and costs captured against the task that consumed them. Milestones Progress events that release billing and revenue. Portfolio View Every engagement on the same measures. Engagements The record a project actually runs on: customer, kind, manager, value.
Run Clients against your books.
A working session on your structure and a month of your documents.