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Resource and Personnel Management Module Features

Resource management is the efficient and effective deployment of an organization’s resources such as financial resources, inventory, human skills, production resources, or information technology, as and when they are needed. Resource management is one of the biggest challenges an organization faces in its day-to-day operations and the resource management module of Projma’s project, profile and program management solution provides you with just the right tools to:

•	MANAGE PROJECT TIMESHEET
•	MANAGE RESOURCES
•	MANAGE AND ORGANIZE TIME-OFF

Project Timesheet

The Project Timesheet component of our resource management module lets you configure the timesheet system to gather the project tracking and costing information. This immediately draws a complete numerical as well as graphical picture of the current status of your resources and how you can organize and allocate them to various ongoing projects. The main attributes of this component are:

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The timesheet interface is simple and intuitive. Most of the important tasks are pre-populated to give you a head start and save you precious time.

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The graphical representation says more than words and numbers can, and it helps you study the billable targets as well as the current billable status on individual timesheets in real time.

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Some tasks are billable and sometimes, some tasks are not billable. The project timesheet component helps you distinguish between billable and non-billable tasks and put them on the timesheet accordingly.

With the project tracking progress bar of our project timesheet component you can

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Hide or display the real-time graphical view of the progress bar according to your individual preference.

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Obtain the real-time status of projects and tasks you are involved in.

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Track the progress of any task or project according to the estimated hours (time you may take to complete a particular task or project) you’ve entered.

Out timesheet gives you the most comprehensive picture of the relevant project stats so you can get the precise sketch of the estimated time to complete a project and the number of calls answered during a particular time frame. Our project timesheet module further lets you:

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Configure user-defined fields as “text”, “numeric”, “date”, or “drop-down” type and customize them to gather unique information.

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Assign default values to user-defined fields.

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Configure the timesheet in order to glean information for myriad solutions such as

•	Project Costing

•	Time and Billing

•	Time and Attendance

•	Current Billing Status

•	And other sources critical to successful task and project tracking

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Assign different users to different timesheet templates so that collated information is processed and generated.

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Construct a timesheet template in accordance with your company’s unique requirements, with just a few clicks.

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Generate and send invoice notifications to your clients with just a few clicks.

Various chunks of information can be confusing sometimes but if you can attach explanatory comments to them it becomes easier to follow them and derive the needed information. So to every timesheet entry you can attach unique comments.

It’s also great to be able to access all your timesheet information at one single place. The project timesheet component of our resource management module lets you maintain a personal task list from multiple projects at a single location on the timesheet. No need to sift through the intricate collage of different tasks and projects to retrieve information relevant to you.

Precise maintenance of overtime rules lets you keep your costs under control. You can customize different timesheets that can handle simple and comprehensive overtime rules with the help of the following features:

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Monitor time-off in terms of hours and days.

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Automatically set time-off to accrue, reset and/or track on the timesheet with the need of manual interference. This enhances the security and data integrity as user-entry errors are minimized.

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Assign individual time-off codes to individual users.

The multiple time entry options, such as the begin time or the end time, or any “marked” time within the progress of a project enables you to ensure accuracy and promptness. The following features help you make sure you meet your deadlines:

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Timely report submissions are ensured by email notifications with attached offline timesheets.

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You don’t need to be constantly connected to the Internet; you can fill and then later on submit your details using offline timesheets.

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Since our timesheets lets you and your team-members enter begin time and end time, the system on its own keeps track of the elapsed time.

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The stopwatch feature of our project timesheet component lets you keep a precise record of time spent on different tasks and projects.

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If your team-members want to submit details of other team-members, substitute user profiles can be created for that purpose.

Managing Resources

Manage multiple projects with unlimited hierarchies using the project timesheet component of our resource management module. This also helps you increase the accuracy of future project projections. Here are the broad features of this section:

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In the times of the Internet, it’s but natural that you handle projects from different countries having different currencies. Our component lets you assign multiple currencies to single or different projects.

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There are over 60 custom fields you can use for various project timesheets, expenses and departments. As already mentioned above, these fields come in all possible formats for any kind of data-storage requirement.

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You can attach project-tracking notes and maintain a dated journal for future references.

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As mentioned above, you can maintain multiple projects with multiple hierarchies. You can even create pre-populated timesheet templates to accommodate similar projects.

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You can analyze the profitability prospects of a project by obtaining accurate reporting on project costs.

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The real-time reports of estimated, actual and the remaining time can be generated on the fly.

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You can avoid overrunning your budget by constantly monitoring and tracking actual time and cost vs. real time and cost.

Accurate and timely resource assignments can save you project overheads and mishandlings. With our project timesheet component you can

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Assign the right users or user-groups to the right tasks and projects. You can even assign resources to individual task and project levels.

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Obtain accurate reports on various resource assignment activities carried out by you and your team-members.

Flawless reporting is the centrality of every resource management, and in fact, any kind of management module. The powerful reporting engine of Projma’s timesheet component lets you

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Generate overtime calculations that you can use in your payroll reports.

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Create, save and print the PDF versions of your reports for easier distribution.

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Track a project in multiple ways. You can group different users into different categories for easier maintenance; for instance you can group different users according to:

•	Location

•	Level of Seniority

•	Department

•	Project Team

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Create graphical representations of pivotal reports to understand and assimilate intricate information easily.

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Share or save privately the reports you create on the fly using our powerful reporting engine.

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Download and save the reports in Excel format for further, offline analysis.

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Make only selective information available on the reports. This way, specific people access only the specific parts of the report to ensure integrity and user-secrecy.

In order to track project expenses accurately you can

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Track them in multiple currencies, as specified already.

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Separately track project and non-project expenses.

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You can submit the expense data using the offline timesheet facility so that there is no need to be connected to the Internet at the time of filling the expense information.

The other highlights of our resource management component regarding the management of resources are:

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Easy integration with other leading project management solutions such as MS Projects 2000 and 2002 and others. You can easily import and export data between various solutions, including ours.

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You just need a simple browser to exploit all the rich features of our module. No AcitveX controls and Java applets are used.

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There is a comprehensive set of approval levels – over 80 – that you can use according to how your organization functions.

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Different access permission levels ensure all-pervasive security and integrity of your data.

Time-Off Management

Just as it is important to keep track of when people work and how much they work, it is also important to schedule the times when they don’t work. With our time-off component you can:

•	View scheduled and unscheduled absences immediately. Time-offs are sometimes unavoidable and they have to be taken into consideration while planning projects and assigning tasks to various users. With our various “at a glance” master calendar views you can take decisive steps in order to approve or reject time-off requests. Even your employees can access the timesheets and plan when they can request time-offs.

•	The time-off requests can be approved online with automatic email notifications. Using the data in the timesheets, managers can immediately decide whether to approve or disapprove a time-off request.

•	Concrete record keeping and validated reporting extenuate discrepancies, as the employees can be held responsible for lax performance. Using the precise data of the timesheets managers can easily pinpoint which employees are not giving their best at what particular times.

	Related Links
		Project Management Module Features
		Program Management Module Features
		Portfolio Management Module Features
		Time & Schedule Management Module Features
		Cost Management Module Features
		Risk Management Module Features
		Resource and Personnel Management Module Features
		Change Management Module Features
		Communication Management Module Features
		Workflow Management Module Features
		Feedback Management Module Features
		Document Management Module Features
		Issue Management Module Features
		Capacity Management Module Features
		Requirement Management Module Features

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