Contact Us

Projects

Projects supports every type of project from simple jobbing through to multi-customer projects with massive work break down structures.

Projects

Budgets

Manage every aspect of your Project budget

Budgets

Record multiple budget lines for each task in the WBS

  • Each task can have multiple budget lines. Budget for revenue, labor, sub-contractors, expenses and materials.

Budget using Price or Cost Plus (Margin or Markup)

  • Budget your projects using quantity times price or use cost plus by margin or markup

Snap Shot Budgets

  • Snapshot budgets for base-line versus current versus actual reporting.

Budget Statuses

  • Manage changes to budgets with budget statuses - Base Line, Unapproved Change and Approved Change. Fully project change management available if required.

Transaction Capture

Capture transactions directly from most Sage 300cloud transaction screens. Code one line or code all lines - no need to create a project specific document.

The following screens are supported:

- A/P Invoice Entry

- A/P Payment Entry

- A/R Invoice Entry

- A/R Receipt Entry

- A/R Recurring Charges

- G/L Journals

- I/C Shipments

- P/O Orders

- P/O Receipts

- P/O Invoices

- P/O Credit Notes

Transaction Capture

Mobile Timesheet

Mobile timesheet available for Apple and Android phones and tablets.

Capture documents like receipt images or Excel spreadsheets for uploading into the Sage 300cloud database - secure and available everywhere.

Mobile Timesheet

Windows Timesheet

Capture time and expense information directly from your windows desktop with timers that record your work as you complete it.

Windows Timesheet

Outlook Timesheet

Turn your appointments directly into Timesheets and log associated expenses. Setup recurring appointments to automatically code your timesheets. Invite other Outlook Timesheet users to the appointment and code their timesheets automatically.

Outlook Timesheet

Browser Timesheet

Our most populate time and expense capture option. The web based timesheet is easy to use and allows week based entry of time and expenses including document upload. The web timesheet can also be used for team timesheet review and approval.

Browser Timesheet

Reimburse Staff for Out Of Pocket Expenses

Expenses captured in the timesheets can automatically generate A/P invoices to reimburse staff for out of pocket expenses.

Billing

Projects has many options for billing including:

- Time and Materials in Summary

- Time and Materials in Detail

- Invoice in Advance (from A/R Invoice Entry or the Payment Schedule Screen).

Also supported is automatic billing based on the task configuration.

Billing

Create Fixed Assets

For capital projects, turn the work in progress into Assets in Norming Fixed Assets. New assets and additions are supported.

Create Fixed Assets

Create Inventory

Turn work in progress into a stock. For example, when jobbing, ship a part to be reconditioned to Projects, add labour, expenses and other materials then generate inventory automatically.

Create Inventory

Extend

Projects provide a comprehensive set of customization tools that allow you to tailor the product to fit your exact requirements.

Extend

Projects Tags

  • Tags is a powerful screen designer that allows the end user to create and customize the user interface in Projects. New one to one or one to many entities can be created allowing capture of data specific to your business. Multiple tag types are available including - Text Box, Numeric Text Box, Multi-line Text Box and Password. - Date Picker - Rich Text (allowing embedding of documents) - Check Box, Toggle, - Combo, Multi-Select, Auto Complete - Query Output

.NET Add-In

  • Develop a Projects .NET add-in to add more complex functionality to the product. The create asset and create inventory are an example of a Projects Add-in. Build entire applications or simply develop a web service client that silently updates your other systems when a project changes.

REST Web Service

  • Use the Projects REST web service to integrate into your systems. Build your own custom endpoints for 100% fit.

Similar Apps

Dingosoft Ledger Manager

Ledger Manager is a new concept in accounting software invented by Dingosoft that fills a gap - or rather many gaps - in traditional accounting or ERP software packages by providing full sub-ledger functionality for any G/L balance sheet account.

Dingosoft Ledger Manager

Sub-ledger for any general ledger account

Dingosoft Trust Accounting

Dingosoft Trust Accounting helps users comply with stringent laws concerning the receipt, holding and disbursement of trust money – the money a firm or business holds on behalf of clients or other people. Suitable for law firms, real estate, property management, brokers, retirement homes, prisons etc. Developed in the Sage300 Software Development Kit, it is a fully integrated Sage 300cloud module with all standard Sage 300cloud features and functionality.

Dingosoft Trust Accounting

Receipt, holding and disbursement of trust money

Pacifictech AP Automation

Pacifictech's AP Automation is a combination of modules and connected services that provides the complete solution to allowing supplier invoices to be process in a paperless environment. The automated data extraction utilises machine learning technology, removing requirements for manual data entry. Significant costs are saved and AP staff are freed up to work on other more productive value added activities.

Pacifictech AP Automation

AP AUTOMATION FOR SAGE 300

Remote Action Service

Remote Action Service, from Orchid Systems, enables users to respond to Extender Workflow action requests when then are away from their desk and not logged in to Sage 300cloud.

Remote Action Service

Action Extender Workflow tasks remotely

SYSTRONICS AR-AP Settlements

AR-AP Settlements for Sage 300cloud streamlines the settlement of open Receivable documents with open Payable documents, or vice versa. This is useful when the same company is defined as an A/R Customer as well as an A/P Vendor in Sage 300cloud.

SYSTRONICS AR-AP Settlements

Settle A/R Transactions With A/P Transactions!

Sage Alerts and Workflow

Sage Alerts and Workflow is a unique combination of data mining (monitoring), alerts, reporting, and workflow technologies that automatically monitor and respond to critical information in ERP, CRM, HRM, and related applications.

Sage Alerts and Workflow

Alerts, Workflow, Reporting Software

Sage X3 Web Scheduling

To ensure that delivery dates are met while using manufacturing resources as efficiently and effectively as possible | Creation of feasible and optimized production plan | Reduction of required setup time | Management of production constraints (materials, labor, tools, etc.) | Synchronization of the whole production chain, from customer orders and work orders to purchase orders

Sage X3 Web Scheduling

Complete Web Scheduling Solution

Technisoft Service Manager

Service Manager is a Sage endorsed Service and Maintenance solution for Sage 300cloud which specializes in job cost management, resource scheduling and field service software.

Technisoft Service Manager

Service & Maintenance Software

Warehouse Manager for Sage X3

Datalinx Warehouse Manager is a warehouse management system integrated into the business processes of Sage that allows the operatives in the warehouse to be wirelessly connected to the central system utilising the latest wireless hardware and dedicated Datalinx Warehouse Manager screens.

Warehouse Manager for Sage X3

Advanced Warehouse Management and Stock Control

Workflow Anywhere

Workflow Anywhere, from Orchid Systems, is a made-for-mobile App version of the Extender Workflow Console. It lets you monitor and action your Workflow tasks in Sage 300 while out and about.

Workflow Anywhere

Extender Workflow on your Mobile