Help & Support » Guides » User Guide » Modules » Projects

Projects

Go beyond simple planning and collaboration with Accelo’s Projects Module. Manage your projects against budgets and resources in real time, get instant visibility into team schedules, quickly and smoothly make edits to project plans, and connect your shared client database to manage projects and schedules in one place.

Using the Project guides, you can:

 

Plan, delegate and track client and internal projects

Some features we highlight:

  • Project Planning - Easy-to-use drag and drop Gantt charts to facilitate your project structure and planning.

  • Project Tracking - Proactively manage deliverables and budget, so you are coming out profitable.

  • Email Tracking - Automatic email capture allows for deeper collaboration by not missing key information.

  • Task Management - Let individuals focus on what they need to do with their task-level changes reflected in the overall project.

  • Time Tracking - Mobile timers, email timing, task-based time and automated time sheets make time-tracking painless.

  • Project Collaboration - Collaborate with your staff and clients with email sync and tickets and gain transparency with a client portal.

  • Notifications -  Email alerts for task changes and project comments.

  • Invoicing -  T&M or value-based invoicing that automatically syncs to Xero, Quickbooks, or Saasu

  • Team Scheduling (PREMIUM) -  Know who to staff pre-kickoff and who can help when scope changes.

  • Automation & Processes (PREMIUM) - Workflows used for reporting and driving actions such as invoicing, time approvals and notifications.

  • Triggers (PREMIUM) -  Alert team when projects are slowing down or held up before clients call you out.

  • Expenses (PREMIUM) - Submit project expenses for internal or client reimbursement.

  • Approvals (PREMIUM) - Review time entries before invoicing.

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