Project
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The WorkPlace Project Solution is fully integrated throughout the WorkPlace platform,
providing multi-tier project capabilities throughout the
Procurement, Time and Expense
Report processes. Whether it is to enforce capital project expense budgets or complete
customer billings, the WorkPlace Project solution provides advanced common features:
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- Multi-tiered structures
- Control security access at each project tier, eliminating unauthorized transactions
- Enforce budget amounts at time of entry or even create automated workflow
- Budget assignment at all levels
- Limit access to procurement, time or expense report processes
- Automatic routing of approvals to Project Manager for individual tires
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Capital Project Budgets
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Not only track project based budgets, but control budget amounts through automated
workflow and business rules. By integrating the WorkPlace Project solution with
the WorkPlace Requisition, WorkPlace Time or WorkPlace Expense solutions, organizations
can not only track costs against pre-approved budgets, but actually prevent expenditures
from being completed before there is an issue.
Project Managers can view budget allocations in real-time as soon as a Requisition
or Expense Report is entered. Whether it is through the personal dashboard, project
status reports and real-time notifications, runaway budgets and unknown spending
will become an issue of the past.
The WorkPlace Project solution is an extremely powerful, yet simple component of
the WorkPlace platform and offers the following direct benefits for tracking expenses
against projects:
- Email notifications and approvals when project or task is going over budget
- Informative project spent reports and dashboard analytics
- Budget lookups in real time when entering new transactions or completing approvals
- Automatic chart of account assignment based on tasks selected
The WorkPlace Project solution is a must-have addition to the WorkPlace Requisition,
WorkPlace Expense or WorkPlace Time solutions for any organization that needs to
control capital expenditures and spending.
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Project and Customer Billings
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In addition to Capital Project tracking, the WorkPlace Project solution also includes
full WIP processing and Customer billing capabilities. Customer billings can originate
from the WorkPlace Purchasing, WorkPlace Time, WorkPlace Expense Solutions or directing
with the Project Billing directly. In addition to the global benefits offered by
the WorkPlace Project solution, several advanced features are available specific
to Projects for billing purposes:
- Assign bill rates by employee, role, group or even task.
- Track budgets by units or dollar amounts
- Approval workflow based on any project type
- Ability to review and invoice all activity for a project in a single location
- Multi-currency bill rates
- Create invoices in multiple Accounts Receivable ledgers automatically
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Additional Integrations
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The WorkPlace Project solution is fully integrated into all WorkPlace solutions
can be also be directly integrated into your accounting system. Need a special project
connection and integration? Ask how we can help!
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