Project Management

The Projects module of the Equipment Life Cycle (ELC) solution turns every project into a success.

 

Fully integrated with Rental and Equipment

Project management can be complicated when the project requires installing your own equipment or renting your equipment for a project. But in ELC this is not complicated. Our project module is fully integrated with our equipment and rental modules so you are able to reserve rental equipment for a project in no time.  With ELC’s Projects, you always have up to date and accurate information for the complete project.

 

System for Service and Projetcs

If you are using your own installers and must plan for their time then you can easily manage this in ELC. Since the project module is fully integrated within the system, you will be able to use the work order to both schedule the installer needed, as well as plan for the parts that are needed from the parts department. Full functionality in one place provides for a very efficient process.

 

CRM

ELC has a fully integrated CRM module. All the important customer and prospect information, from first contact to completion, is easily attainable. You are able to track all your quotations by salesperson, by sales group, and by status. Your project estimate can be used to create a professional quotation by simply selecting a template and all the data from your estimate that you entered will be transferred to the MS Word quotation. Since ELC is based on Microsoft Dynamics NAV it can optimally use other technologies such as Microsoft Word, Excel, SharePoint, Visio and InfoPath. All information in these programs can be linked to the projects module so that the same information is available to everyone.

 

Project cost, job preparation and costing

For each task within a project you will be able to build the job costing based on this task.  The calculation begins with the configuration of the purchase order which is created directly from the project module. These costs are automatically used to update the project costs which allows for a simple process and avoids unnecessary mistakes. At any time you may view your budgeted project costs compared to the actual project costs by task as well as the profit per task or the total project.

 

Planning

Planning is crucial in project management.  ELC allows you to organize and analyze your project so you are able to stay current with project activities.  Within ELC’s project module you have the ability to setup tasks and linking of these tasks. You use these tasks to monitor the progress both for planning and analysis.  You may also easily export your projects to Microsoft Project and if you make changes in the project you can just as easily import the changes back to ELC.

 

Summary

ELC includes all processes for companies that sell and install project jobs:

 

  • Extensive project billing module 
  • Comprehensive job costing 
  • Very complete scheduling options 
  • Offers convenient Word link 
  • Integrated with Microsoft Project 
  • Ability to link owned equipment within the project 
  • Full analysis on project costing and profit

We look forward to help you

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