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