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PlanMill PSA (Professional Services Automation) - Trust only a reliable system to support the success of your Professional Service (PS) organization. PlanMill PSA is your answer to demanding customer relationships, management consulting, and delivery projects.
PRODUCT OVERVIEW
PlanMill PSA integrates the end-to-end business processes in project and service organisations providing uninterrupted workflow and shorter cycle times for maximum operational efficiency. The key features include My Workspace, Resource Planning & Scheduling, Skills and Competency Management, Request and Issue Tracking, Knowledge Management and Reporting, Invoice Management and Generation, Billing, Revenue and Cost Accounting, Financial Forecasting, and Expenses. Learn more at PlanMill Wiki.
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Includes features of PlanMill BAS + PlanMill PSA See Quick guide to using PlanMill PSA and ERP PlanMill PSA gives a single, affordable and flexible answer to integrate end-to-end business processes in project and service organisations, providing uninterrupted workflow and shorter cycle times for maximum operational efficiency. Enjoy top level functionality to support day-to-day operations of your global service business! Customer Stories
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Excellent answer to demanding customer relationships - manage consulting and delivery projects easily.
KEY FEATURES
Project portfolio management (PPM). Group projects to look at the big picture. Create and view portfolios and summaries. Multiple projects Gantt. Cost/revenue and Earned valueanalysis. Portfolio views. Budgeted/Actual/Forecast comparisons.
Project management. Create new billable and non-billable projects easily via simple wizard. Manage project relatad, budgets, schedules, Gantt charts, baselines and milestones. Collaborate with MS Project users via export/import. New project wizard guides you in the entire project creation process. Tasks/Performers tab adds all team members from project team.
Project templates. Project managers do not have to waste time and create recurring projects every time since PlanMill Project offers predefined templates that can be used when needed. Also, project managers can save their own projects as templates for further use.
Resource management. Versatile capabilities to manage person, team and project related resource bookings. Real-time calculation of actual and upcoming resource utilization.
Task management. Manage unlimited tasks and subtasks including start/finish dates,dependencies, billing type, duty type, status and percentage of completion, summary and attachments. Multiple assignments (persons and teams) on tasks. Additionally, every team member assigned to a task can update the time spent working on the task. Planned/Actual/Remain/Forecast comparisons.
Time tracking. Several users such as employees, clients and subcontractors can report billable and non-billable hours worked on task or request (issue). Add multiple time entries and comments per task per day. Automatic of manual approval of submitted hours by project manager. Real-time view of employee balance time (or flex time).
Expense & Purchase tracking. Track various kind project related of expenses such as travel and purchases
PlanMill Quick Setup Pack. Onsite or remote hands-on session (est. 3 hrs) including basic configuration to fit your business process, user and team management, activation of customer instance and creation of first user.
Knowing and serving your customers better result to stronger and profitable relationships. Track all aspects of a project, including what's been billed, what has yet to billed, how many hours have been logged, and how much the project will cost — an instant view shows what's been billed versus what's been budgeted.
Log specific work or support issues associated with each client. Assign tasks to specific resources within the organization. Set and track project budgets. Run comparison reports on budgets versus actual spending. Manage documents, process flows, and implementation plans within one complete project record. Users have different levels of access to data while billing rates can be associated with different consultants.
For companies who want an outsourced IT‐server infrastructure and are comfortable with housing their customer information outside their firewall, PlanMill offers dedicated hosting capabilities through PlanMill SaaS. Customers receive all the benefits of hosted applications including regular upgrades and maintenance.
The main collaboration activities in PlanMill aim to: Get more things done together, provide one place for your community to collaborate; create, share, discover, discuss and find contene; remove Intranet & Extranet bottlenecks; integrate business applications and Wiki; and develop customer relations and service.
PlanMill Add-ons are either commercial or free extensions for PlanMill CRM, PROJECT, PSA & ERP. These optional extensions include Absence, Appraisal, Calendar, Contract, E-invoice, Email Capture, Finance Connectors, MS Project Import & Export, Multi-company and multi-currency, Open API, Product, Sales Order, Time Report, and Wiki.
We understand your needs and offer effective solutions with the most reliable software tools and services. PlanMill takes pride in our roots from Finland, known for being at the top of the IT world. To find out more about PlanMill solutions, please email sales@planmill.com.
