ITISeasy Project Management
Our project management module supports you in the successful implementation of projects. With numerous features and additional project add-ons, you have full control of your project at all times. Comprehensive analysis and evaluation options also provide essential foundations for a meaningful review of your completed projects.
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Your project in action: with our project management module and numerous add-ons, it’s a perfect fit!
In this video, we present our project module and some of its add-ons!
From Meetings to Implementation
Good projects are characterized by good communication! In regular meetings, goals are set, tasks are defined and assigned to employees, and agreements with clients regarding the scope of services and schedule are made.
Our Meeting Minutes feature allows you to quickly and easily document your meeting contents using a template, list defined tasks separately as To-Dos, and transfer them directly as tasks to the system for the relevant employees.
To provide your client with an overview of the agreements made, our function also allows you to create an ODT or PDF file from the created minutes for email distribution.
Structuring Projects
In addition to recording clients and cost centers, and creating project pages with ITISeasy.docs, further settings are possible.
For example, it can be defined whether the planned time may be exceeded or not. This way, the project manager is informed in a timely manner and can decide if additional time needs to be scheduled.
An expiration date can be set for each task, as well as for projects, in case, for example, quotas expire on a specific date.
Project Categories
For clear assignment and better overview, projects can be divided into categories, each marked with its own default color.
Additionally, you can set which projects should be displayed by default.
This is particularly helpful for keeping track of numerous simultaneous projects.
Tasks in Kanban View
In the Kanban view, you get a direct overview of due dates.
With the help of color configuration, you can also ensure visual clarity.
Tasks in Timeline
A timeline view allows you to see tasks and dependencies clearly along the timeline for an overall project overview.
Better Delegation - More Free Capacity!
Our additional feature allows the assignment of an additional project manager in the system. This project manager functions as an administrator within the project, enabling them to create, define, and modify tasks, change phases, and access all meeting minutes. Project tasks can be completed without unnecessary detours, providing relief for your project team!
Project Tasks
The tasks that arise in your project are defined as tasks. For a task, you can specify the time allocated, the employees assigned, and whether a task can be recorded via the timesheet. Multiple employees can be assigned to a single task.
Tasks are also equipped with numerous additional filters to quickly gain an overview of the most important information about project progress.
The project manager can be kept up-to-date via email notifications when certain events occur or stages are reached.
Task Requests
If there are no tasks available for specific assignments, employees can create a task request with the project manager through task requests.
The project manager will be notified via email and can confirm the request.
Additional Business - No Additional Effort!
Your project is already underway when, during implementation with your client, there arises a need for an additional feature that you are to develop for them. Your project manager creates a project plan for this.
However, there is no need to create a new project in this case. The new project plan can be directly linked to the already ongoing project, integrating all planned tasks.
Quickly and easily expand existing projects with additional tasks and requirements!
Timesheet and Weekly Planning
In addition to a series of additional fields such as planned or worked hours, the timesheet also includes planned or worked hours.
This way, you always have an overview of what has already been accrued or is still pending.
However, there is also the option to create a plan. It is configurable whether this is a weekly plan or for an entire month.
The plan can be sent to the manager for review and approval. The planned tasks can then be transferred to the actual timesheet, reflecting the work performed.
Did you know?
With our new feature for weekly planning, you can now create tasks in your weekly plan much faster and without any hassle. No more lengthy searching through your calendar!
You simply create an activity, set the date and duration accordingly, and save it. The result appears in your activity list and automatically as a task in the weekly plan.
And the best part: When you complete your activity, the time spent is automatically recorded in the timesheets.
Would you like to quickly and clearly check the current status of your projects and project tasks? No problem, with this feature:
In the list view of the project, you - or your employees - can see at a glance how much time was planned for a task or project and how much time has already been spent. You can also immediately see whether the respective task or project has been completed or if more time needs to be allocated, or if the planned time has already been exceeded.
By the way, this feature is not only suitable for tracking project progress, but also provides excellent support for managing quota-based transactions!
Project Baseline
With the greatly expanded and improved project management, one of several add-ons in ITISeasy.business, you can easily adapt an ongoing project to your new requirements and circumstances with just a few clicks, without regretting later due to missing old data.
Previously, changes to project tasks were not documented, making it difficult for the project manager to track what changes occurred and their impact on the project progress. With ITISeasy.business and the new "Project Baseline," you can modify the planned time for each project task without losing the old planning. For example, the start and end times can be adjusted to new requirements.
Another crucial area for almost every company is project costs. Through "Project Baseline," all adjustments made to tasks are also considered from a cost perspective. This information is thus available for calculations or for creating supplementary offers.
Project Evaluation and Overwiew
The marking of billable and non-billable hours has been enhanced at the task level, allowing for manual decisions on how a task should be categorized beyond just assignment to an order.
This selection is then separately visible in project evaluations as well.
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