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Planning and projects

Plan people, projects and delivery on one platform.

A visual resource planner, agile sprints, project controls, approvals and dashboards on top of the standard Project application.

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In the product

The portfolio dashboard, the planner and the gates

Captured from a running SmartERP system. Every company, person and figure shown is invented sample data.

SmartERP screen: Project and governance dashboard: gates, risks, overdue work and decisions across the portfolio
Real SmartERP screen with sample data: Project and governance dashboard: gates, risks, overdue work and decisions across the portfolio.
SmartERP screen: Resource schedule by person for the week
Real SmartERP screen with sample data: Resource schedule by person for the week.
SmartERP screen: Planning dashboard: capacity, utilisation, open shifts and labour cost
Real SmartERP screen with sample data: Planning dashboard: capacity, utilisation, open shifts and labour cost.
SmartERP screen: Milestones, gates and payment checkpoints by project
Real SmartERP screen with sample data: Milestones, gates and payment checkpoints by project.
SmartERP screen: Utilisation by person and week
Real SmartERP screen with sample data: Utilisation by person and week.

What is in it

Planning and projects

Resource planning

Plan people and shifts on a visual planner, with attendance, contracts, time off, skills, sales and project work in one view.

Agile sprints and backlog

Sprints, a backlog and a Kanban board inside Project.

Project controls

Quantified risk, category budgets with forecast, productivity measures and a forward resource outlook for projects.

Project estimation approval

A staged approval of project estimates before work starts.

Project and governance dashboard

An executive and delivery dashboard over projects, governance, planning, sprints and approvals.

Timesheet compliance and grid entry

Timesheet compliance, period locking and grid entry on top of the standard timesheets (first phase).

Project extras

Several project managers per project, a project report, a resource allocation grid and a shift timeline for project teams.

Inside the application

The menus, as they are in the running system

Read from a running SmartERP system. What each customer gets depends on what is set up in the project.

MenuWhat is under it
ProjectDashboard, projects, tasks, governance, agile, delivery controls, planning and reporting
Project > GovernanceGoverned projects, gates and payments, go-live readiness, checklists, RAID register, change requests, UAT and traceability, status updates, meetings, decisions and actions, stakeholders, RACI
Project > AgileSprints, board and backlog
Project > Delivery controlsRisk exposure, financial portfolio, budgets, productivity and resource outlook
Project > ReportingMilestones and gates, delivery status, estimation accuracy and resource capacity
PlanningDashboard; schedule by resource, role, project, sales order or department; my planning; open shifts
Planning > ReportingAnalysis, utilisation, labour cost, and planned against attended
Timesheets > ComplianceRules, reminders and escalation, period locks, override audit log and the compliance grid

Next step

See SmartERP with your own processes

Book a SmartERP demo, or tell us about your industry and we will show you the applications that fit.

Book a SmartERP demoTalk to us about your industry