CLOUDBI PROJECTS

Features Overview

Improved Usability

Customized Kanban View

Drag & drop tasks easily with the Kanban view. Group tasks by stages, responsible, deadline, etc. Change the name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. See the remaining hours of your tasks also through the Kanban view.

Calendar of Deadlines

Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.

Subtasks

Enable the sub-task feature project by project. Create multi-level subtasks to manage the relationship between tasks.

Multi-Project

Work on single or multiple projects at the same time. Perform multi-project analysis and searches.

Document Management

Manage documents such as specifications, plans, etc.

Customer Services

Customer Tickets

Use issues to track support contracts, tickets, bug reports.

Email Integration

Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.

Automate Actions

Use automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.

Communication Channels

Email Integration

Every project can have its own email alias. Emails sent to this address automatically create tasks. All recipients of the email are added as followers of the task. Communicate on tasks by sending emails or logging notes. 

Custom Alerts

Follow tasks in just a click and get alerts based on relevant activities.

Activity Log

The activity log attached to every task gives you a detailed history of all activities on the document.

Chat with Users

Chat online with other users to get real-time answers to your questions. Use discussion groups to chat in tasks.

Real-Time Collaboration

Use the Etherpad integration to collaborate on tasks with several users on the same content, at the same time.

Services

Timesheets

Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.

Customer Satisfaction

Use the customer satisfaction rating survey to get feedback from customers. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.

Forecasts

Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare the planned and effective hours.

Customer Portal

Portal users can have access to tasks and communicate about them, all in the same place.

Field Services

Link tasks to Field Services and allow planning with a start/end date.

Sales Integration

Contracts

Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks.

Invoicing Policy

Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.

 

From Sales to Tasks

Do not lose track of the work that needs to get done, streamline processes between teams creating projects or tasks from sales orders.

diverse Reporting

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Profitability

Have a detailed analysis of the costs and revenues of your projects.

Tasks Analysis

Get statistics on your tasks to analyze the performance of your projects.

Project overview

Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.

module Integrations

Accounting

Automatically create invoices based on tasks or timesheets. Access direct information on customer statements.

Expenses

Reinvoice expenses on projects in batches. Don't miss out any Income

HUB Docs

Use the Google Docs integration to link any document to your tasks or issues: specifications, plans, etc.

© 2015 Proudly created by Eqilibruim Solutions

Eqilibruim Solutions is a proud supporter of the Global Open Source Community. The CloudBI Private Business Cloud Platform is developed using multiple enterprise ready platforms  extensively tested and production environment certified Open Source Technologies