Functionality Includes:

• Projects can be setup with phases, tasks, and task checklists similar to Microsoft Planner
• Tasks and task lists can be assigned to both internal and external users
• Includes project dashboard with project calendar, Gantt chart, and many analytical metrics
• Automatically emailing when tasks are due
• Projects are auto-linked to a user defined dimension for ease of use from all Sales and Purchasing Transactions
• Financial Reports for each project
• Attach Documents at a Project and Task Level
  • Includes the ability to take pictures and auto attach
• Export Project Details into Excel
  • Includes Open Sales Order, Purchase Orders, Time Journals, and other important information for the project in a unified excel sheet broken out by various tabs.
• Advanced Timesheet allows for greater flexibility and ease of use
  • Enter time from the task or from your timesheet at a detailed or summary view
• Resource Planner to view by day, week, or month
• Create Contractor Time either by a Purchase Invoice, or Timesheet that creates Purchase Invoice
• Seamless integration with Continia Expense Management to reimbursed expense billing

Note: This extension does not enhance the jobs module as it is intended to be a replacement to the jobs module for clients without WIP needs on projects/jobs.

Download Links

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Project Management - Part 1: Project Setup and Overview

Project Management - Part 2: Linking Sales and Purchasing Documents

Project Management - Toolbox Tuesday Episode 14

Project Management - Toolbox Tuesday Episode 3

Product Screenshots

Project Management - Setup

Project Management - Dashboard

Project Management - View Open Sales Documents

Project Management - Excel Export

Project Management - Timesheets