Difficult and ambitious projects? No problem with Fluentis Software Project Management
Project Management
A Project Management software is essential for all companies, large or small, dealing with projects and aiming to improve their efficiency, save time and resources, and increase productivity.
Project management is a key activity for the success of any project and includes all the phases of planning and organizing the work, in terms of the resources needed to achieve the objectives (time, money, human resources, etc.).
The benefits of relying on a Project Management software are undeniable: a unified and consistent approach, better team collaboration, optimal allocation of time and resources, and improved budgeting.
Modules and Features
Strenghts
Deep integration with other business modules.
Operational logic based on the client’s ability to freely configure tables within a predefined model that guides the user.
Project planning, updating, and invoicing capabilities; resource, material, and document insertion.
Ability to analyze activities by category across all projects.
Creation of dashboards that aggregate information based on project type to obtain statistics.
Creation of project budgets, allowing verification of expected results and achieved milestones.
Ability to post project costs directly from the general ledger.
Definition of active and/or passive billing plans.
Ability to follow predefined templates or create new ones.
Management of planned interventions, resource calendars, and their vacations and leaves directly within Fluentis.
Breakdown of activities by type and adaptation of the structure: the project can contain Root Node (main project summary assigned to the Project Manager), Activity Note (secondary project summary assigned to the Area Manager), or Work Package (detailed operational activity typically linked to coded service items and assigned to executive resources).
Valuable Features to Support Project Managers
The integrated Project Management module in Fluentis allows detailed project planning, assigning individual human resources to the smallest work units, known as work packages, defining dates corresponding to project milestones, and preparing the cost and revenue reporting for the project.
The Project Manager can quickly view the project using the available Gantt chart, which displays the start and end dates of individual project tasks, their dependencies, and the completion percentage.
Additionally, it is possible to modify the start and end dates.
By planning interventions using the Planner, the Project Manager gains visibility into the workload of individual resources involved in the project and can easily manage the optimal distribution of tasks. This allows for reassigning tasks or interventions as needed to ensure completion.
WBS Representation and Non-Hierarchical Approach
With Fluentis, you can manage both internal company projects and client projects using a Work Breakdown Structure (WBS), consisting of a parent node and its child nodes, or through a job order structure with no parent-child relationships.
For WBS-style projects, the project follows a tree structure, where the branches organize the project approach, and the leaves identify the various tasks to be carried out. To ensure the project’s concept is clear, Fluentis provides templates, or predefined models, to make the creation, management, and maintenance of the project less burdensome for the user.
In the case of a job order structure, a non-hierarchical approach is possible, enabling the project to serve as a hub for information from other modules such as Sales, Purchases, Production, Maintenance, and CRM. In this way, the project aggregates costs and revenues, becoming a Job Order Contract, a Recurring Contract, or a Work Progress (SAL) contract.
Possibility to Follow Predefined Templates or Create New Ones
Activities can be subdivided by type, and the project tree can be adapted accordingly: the project can include a Root Node (the main project summary assigned to the Project Manager), an Activity Note (a secondary project summary assigned to the Area Manager), or a Work Package (details of the operational task, typically linked to coded service items and assigned to executive resources).
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Complete Integration with Other Business Modules
The seamless integration with other modules allows many previously time-consuming operations to be carried out with just a few simple clicks, such as the automatic invoicing of projects or creating a marketing campaign for a specific group of contacts or clients.
Furthermore, the Work Progress feature is crucial, enabling stage-based invoicing and a final or progressive financial statement that offsets advance invoices at the project level.
The analysis is available from both an economic-financial and technical-organizational perspective, allowing for variance analysis between the budget and actual results.
What our customers say about Fluentis
Fluentis e Unotre5 sono per noi oggi dei partner fondamentali, in grado con il loro know-how tecnologico di accompagnarci negli anni futuri, portandoci quotidianamente soluzioni avanzate, in grado di semplificarci i processi
- Ing. Davide Barogi, Direttore Stabilimento
Tonelli SPA
Project Management
Project Management will assist companies in creating new projects for clients or CRM contacts, allowing them to modify, delete, and manage job orders. With Fluentis, it will be possible to edit documents in real-time and automatically update related records. Additionally, the various printing options allow users to generate reports tailored to different objectives: each report highlights specific data points, enabling the creation of new statistics, even with the use of filters.
Features
- Projects: Creation and management of new projects
- Sales Invoice Creation procedure, which allows you to generate an invoice directly from a project
- Procedure for creating Requests or Planned Interventions from a project
- Printing: Project Printout, Project Details, Project Accounting
Master Data
Fluentis ERP allows for the management of all company resources. Each resource can have its own master data, including key information such as work shift, hourly wage, and more. Projects can be associated with physical resources and materials.
Features
- Resource Management: Creation and management of new company resources
- Employee Management
- Calendar Management
- Holiday/Leave Requests directly from Fluentis
Intervention Requests
Intervention requests are used to assign specific tasks to the resources involved in a project. Fluentis ERP simplifies the management of these tasks by allowing project managers to communicate planning details in real-time to employees, ensuring immediate feedback and more efficient management.
Planned Interventions
With Fluentis ERP, it’s possible to plan employee interventions while tracking the availability of company resources. The system provides clear visibility of completed tasks, optimizing workload management and resource coordination.
Features
- Planner: Allows you to view the schedules of each resource, showing confirmed intervention requests and creating new appointments.
- Planned Interventions: Enables the planning of project-related activities, assigning specific tasks and tracking the progress of operations.
Interventions
From the interventions performed, invoices can be generated for the end customer. At the same time, interventions can be created from the manager’s schedule once confirmed.
Features
- Creation and management of actual interventions
- Intervention valuation procedure for billing
- Procedure for creating interventions from requests or planned interventions
Activities
Fluentis ERP allows you to record the daily activities performed, ensuring they can be monitored and organized. This also facilitates the forecasting of pay slips and wage calculations. Activities can be created directly from the interventions carried out, or vice versa.
Features
- Activity declaration by project, to record activities linked to the project
- Creation of interventions from activities and vice versa
- Pay slip summaries
- Payroll data calculation
Work Progress Status
This module is essential for gaining an overview of the project’s progress and understanding the difference between costs and revenues.
Features
- Creation and analysis of work progress status (WPS) by project
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