Enterprise Portal
USER SECTION
1. Timesheet management
Features:
- Daily entry of activities broken down by project; each entry includes location, description, internal hours, invoiced hours, and any expense reports.
- Ability to enter multiple entries on the same day (if working on multiple projects on the same day).
- Add attachments for supporting documents (receipts, bills, documents) that can be associated with expense reports.
- Timesheet status with clear workflow (open (timesheet to be completed) → under review → confirmed/rejected).
- Verification button with alert for missing information; status changes to "under review" when complete.
- Export of individual timesheets to Excel, PDF, CSV.
- Clear display of holidays
- Features to simplify compilation and viewing
2. Query
Features:
- View timesheet rows filtered by projects, locations, date ranges, and people.
- Role-based visibility: Standard users only see their own data; project managers see all data for projects under their responsibility; admins see everything.
- Ability to group results.
- Automatic summaries: total hours worked, total days worked, total hours invoiced, total days invoiced, total expense reports for the query.
- Export results to Excel, PDF, CSV.
ADMINISTRATIVE SECTION
1. Timesheet review
Features:
- View timesheets by month-year-employee combination.
- Approval capability: change status from "under review" to "confirmed" or "rejected."
- Download all receipts for the month in bulk or by individual employee, organized into folders by employee.
- Send email reminders to employees with one click: default message editable before sending.
- Same export and viewing features available in "Timesheet Management."
2. Customer and Project management
Features:
- Customer records: view, create, edit, and deactivate (no permanent deletion to preserve history).
- Management of locations linked to the customer.
- Project management by customer: create, edit, and deactivate.
- Assign employees to projects: when completing timesheets, employees can only enter the projects to which they are assigned.
- Definition of project managers.
- Ability to define default projects: projects to which all employees (even new ones) are automatically assigned.
3. Employee management
Features:
- Add, remove.
- View and edit data: name, email, company machine (yes/no), external employee (yes/no), admin role (yes/no).
- Quickly view the projects to which each employee is assigned.
4. Holiday management
Features:
- Calendar management with insertion, modification, and deletion of holidays.
- "Copy Year" feature to automatically transfer holidays from one year to another.
5. Metrics and economic analysis
Features:
- Project Dashboard with 360° Comparison: Real-time overview comparing estimated (original plan), progress (updated forecast), and actual (actual) data across all KPIs: percentage of progress, costs, hours, and revenue.
- Quotation Simulation: Tools to assign estimated hours to resources and instantly calculate costs and expected margin, providing a solid data base for setting sales prices and building profitable quotations.
- Real-Time Monitoring (Earned Value Analysis): Continuously verify progress by comparing the progress value (the value earned based on progress) with the estimated budget.
- Final Results Analysis: Final report comparing the actual final result with the initial estimate, to capitalize on best practices and optimize future estimates.
- Dynamic Cost Management: The system automatically updates projections taking into account the historical timeline of hourly cost variations, ensuring accuracy in every analysis.
GLOBAL FUNCTIONALITY
- Multilingual: Support for multiple languages.
- Help Mode: A contextual assistant is always available. A question mark in the top right corner of each component explains its functions clearly and immediately, guiding the user and reducing errors and learning curves.
- Error/Suggestion Reporting System: Send descriptions and attachments (e.g., screenshots) for any suggestions or errors.
- Automatic reminders sent directly via email
- Onboarding: Automatically connect users and employees via email