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Modules
Project / Portfolio Management
CRM
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Finance
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Human Resource |
Knowledge Management
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Translation |
Operational |
Project Management
Issue Management
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Gantt Charts
Use ]po[ to generate Gantt charts that helps you communicating your project. Besides native charts there's also an export/import interface to the Open Source product "GanttProject". Its drag-and-drop functionality allows you to conveniently reorganize tasks and import them back to ]po[.
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Time sheet Management
The Time sheet management module keep track of the internal costs caused by staff and employees, as opposed to external costs caused by freelancers, providers etc.
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Reporting (Project)
The ]project-open[ reporting module allows you to extract information from the ]po[ database in a similar way to other mainstream reporting packages.
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Data Warehouse Time sheet Cube
This Pivot Table ('cube') is a kind of report that shows time sheet hours according to a number of 'dimensions' that you can specify. This cube effectively replaces a dozen of specific reports and allows you to 'drill down' into results.
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Controlling
The integrated financial controlling in conjunction with the
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Resource Management
]project-open[ facilitates the resource planning process with reports showing assignments and utilization across all projects.
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Workflow
]project-open[ includes a complete Petri-Net Workflow engine-editor combination that allows you to define and execute your own workflows around ]po[ business objects such as projects, customers, tasks, etc. The workflow engine is integrated with the general ]po[ GUI
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Project Chat rooms
Project rooms are aware of the online presence of the team members, allowing all team members to chat simultaneously (online chat conference).
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Project File Manager
Shared Filestorage provides a web interface to project files stored in a local file server, allowing to work employees in the main office to work with local files (using the MS-Windows explorer as always) while allowing project members access from the outside according to security privileges.
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Expense and Travel Costs
The Travel Cost package provides an "employee self-service", allowing users to enter their project related costs (e.g. travel costs) themselves, saving money to the administration/HR department.
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Project Management Methodology
Project templates are used to store and standardize frequently used project structures. For example, an "Analysis Template" may contain the standard tasks used during the project analysis phase of an IT consulting company. New projects can rapidly be created selecting several templates.
Skills Management
Skills represent capacities of employees and freelancers. The provider is allowed to maintain his own skills. However, all changes are subject of confirmation by in-house staff.
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Project Planning
Manage an unlimited number of projects and tasks with as many sub-levels of hierarchy as you need. Projects can be structured in any level of sub projects and "project tasks". Projects and sub projects allow to assign access permissions to project members, while "project tasks" serve to track the project advance and to log the dedication of employees.
Risk Management
The Risk Management package provides a graphical risk chart that allows project managers and senior management to track the risks of the company's project portfolio throughout all phases of the lifecycle.
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Project Completion Tracking
Project Tasks can be attributed with a financial value. This value together with the completion % of the task allow to calculate the ratio between spent resource and project progress, allowing the senior management to detect project deviations early in the project cycle.
Calendar
Stay up to date with a shared project calendar to manage meetings, deadlines etc.
CRM
The Customer Management Module ("CRM light") allows to capture and integrate all customer related activities of the company along the customer lifecycle.
Unified Customer File
All information about a customer are brought together on a single page, allowing account managers and senior managers a quick view about the status of a customer.
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Customer contact management
Allows to store address information of customer employees and their companies. Associated structured discussion forums (discussions, news, tasks, incidents) allow to concentrate all activity related to the customer acquisition and management during the customer life cycle.
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Key Accounts and Permission Management
Customer Management includes a fine-grain permission management for customers, probably the most valuable resource of a company. Permissions to see and edit customers and their employees ("contacts") are controlled by several "privileges" that can be flexibly assigned to user groups. In addition, you can assign permissions on a customer-by-customer base to "Key Account Managers", who gain read and write permissions to all information of their customers, but are in general not allow to see other customers.
Integrated customer interaction history
Online Web Registration
]project-open[ allows customers to register themselves via Web, for example in order to gain access to protected content on the web site such as downloads, white papers, etc. These customer registrations can provide the input Mass Mailings module via the following modules.
Customer Tracking and Classification
The customers movements on the web site together with the interaction history can be used to classify customers according to a number of user-extensible categories. This classification can serve as the input for Mass Mailings or other promotion activities.
Mass Mailings
This package allows you to send email messages to customers based on their classification according to categories or the customer status engine. You can track the results of the mailing using the Customer Tracking package.
Mail Server Integration
The Mail Server Integration package captures incoming emails from a mail server and associates them with email found in the system.
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Finance
Reporting
The ]project-open[ reporting module allows you to extract information from the ]po[ database in a similar way to other mainstream reporting packages.
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Cost-Center-Extension
The "Cost Center Extension" allows you to delegate the creation of quotes and purchase orders to operational departments while maintaining centralized financial control at your accounting department.
The module allows you to define financial permission per user, cost center and document type. For example, you can allow your project managers to create Purchase Orders for the vendors of the"Project Management" department.
The accounting department in turn would be able to create Customer Invoices and Provider Bills from the PM's documents.
Together, these permissions establish a workflow between decentralized operational departments and the centralized accounting, allowing for efficient processing of large volumes of financial documents.
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Quoting/Invoicing
Invoicing is an important but also a comprehensive part of the administrative work in a consulting company. ]project-open[ offers different billing scenarios that help you saving money and time and that ensure that invoices got delivered in time.
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Human Resource Management
Unified Employee File
The "employee file" brings together all information about an employee such as contact information, a list of projects he or she has worked in, previous experiences and payroll information access to these information requires a number of "privileges" which can be flexibility assigned to employees and employee groups.
Additionally, there is special "public" information that allows an employee to present himself to the public. This public information is indexed by the
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Employee Payroll Information
Payroll captures all costs derived from staff employees. Payroll information is being used by the Time sheet Management module to calculate the real costs of employee participation in projects.
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Knowledge Management
Forum
]project-open[ emphasizes the possibility to integrate clients and providers into the planning and execution of projects. However, communication across organizational boundaries requires special communication means (and skills!), because of the diverging interests, cultures etc. of the participating partners. The Task/Incident Tracker module formalizes the communication related to the distribute of work amongst project members. It allows to define clear responsibilities within a project and to hold project members accountable for the progress or their tasks.
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Search Engine
The
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Wiki
Every major
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Incident Management
Many questions and issues coming up during a project require decisions from an appropriate
person such as a Project Manager or a person from the customer's organization. These decision processes can be long running and/or involve people from different organizations.
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Portrait
]project-open[ improves the collaboration between employees in distributed offices by providing corporate "news" and a "portrait component" that facilitate communication within the company. These measures increase the knowledge about the members of distributed offices and lowers communication barriers.
Translation
Freelance Database
The Freelance Database contains a list of freelancers together with their "skills" and their "freelance files" (similar to employee files). This database is useful if your organization relies heavily participation of freelancers and contract worker such as translation agencies and certain IT organizations.
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Translation Quality
A module specifically written for the needs of translation agencies to supervise the quality of their freelance resources
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Unified Supplier File
All information about supplier companies are concentrate in the supplier file, containing the basic suppliers data such as contact information, the suppliers employees that had contact with our organization and who are allowed to log into ]project-open[ and optionally information about the quality delivered by the suppliers employees.
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Operational
One-Time-Passwords
The "intranet-otp" package is used in ]project-open[ as an extension of the normal password-based authentication mechanism. OTPs allow in combination with (optional) SSL encryption for (reasonably) secure access to critical corporate resources even in untrustworthy environments and/or over untrustworthy channels.
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