PO Project is made up of 3 parts, Data Bases, Project Management Functionality and Performance Reporting with integration and functionality explained with the following diagram and associated text:
List of PO Project Databases
Accounts Databases |
- Customer details
- Supplier details
- Sales agent details
- Reseller details
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Employee Databases |
- Career history
- Training records
- Accident records
- Holiday entitlement
- Disciplinary & grievance
- Company benefits
- System access codes
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Projects |
- Activity Category Management
- Project Activities Management
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List of PO Projects Functionalities
Business Planning
- Set budget parameters by playing ‘The What if Scenario’ and evaluating the impact on profitability by changing sales volume, selling price and productivity.
- Create the annual operating budget broken down to profit centres with monthly sales, costs and profit targets.
- Plan cash flow forecasts integrating the values of capital investment and capital expenditure.
- Forecast balance sheet value.
- Calculate the number of direct, indirect and staff employees needed to meet budget.
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Performance Management
Sales & Marketing (Customer Relationship Management - CRM)
- Set up a customer account data base and monitor and report on all customer activities including sales enquiries, response to quotations, sales orders and payment history.
- Design, manage and report the effectiveness of marketing campaigns.
- Process, analyse and report on sales enquiries.
- Prepare cost estimates and submit quotations.
- Report on key performance indicators (KPi’s) to demonstrate management effectiveness of sales and marketing.
- Prepare rolling sales forecasts to align with budgets and short term capacity planning.
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Operations (Project management)
- Set-up projects with key milestones and detail activities.
- Allocate employee resources and costs for project activities.
- Use capacity planning tools to manage sales order demand and project resources.
- Assign user name and password access to employees to enable time booking against project activity.
- Schedule and track completion status of projects.
- View employee timesheets to identify project activities.
- Monitor and report actual versus planned project time.
- Monitor and report actual versus planned project costs.
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Finance (Financial Management)
- Process sales and purchase invoices.
- Create VAT reports.
- Produce management accounts.
- Produce aged debtor and creditor reports.
- Generate and update cash flow forecasts.
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People (HR)
- Set up employee workgroups for capacity planning calculations.
- Set-up an employee data base and retain all records relating to personal and next of kin details, career history, sickness and absenteeism, accidents and training records.
- Monitor time and attendance.
- Manage holiday requests in-line with business needs.
- Use shared calendars to coordinate activities.
- Time and attendance reporting.
- Create files and import documentation.
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Administration
- Administer user name and password for system users.
- Control ho sees what be granting or denying access to individual modules.
- Let your customers see information relating to their orders.
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List of PO Project Reports
Accounts Reports |
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Customers
- Sales enquiry analysis
- Quotation
- Sales orders
- Invoice analysis
- Sales analysis
- Conversion rates
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Suppliers
- Quotations
- Purchase order status
- Invoice analysis
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Operational Reports |
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Sales & Marketing
- Sales enquiry analysis
- Quotation analysis
- Sales analysis
- Sales forecasting
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Project Management
- Actual vs. Planned Time Analysis
- Project Activity Analysis
- Completion Status
- Resource Time Analysis
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Finance
- Budget versus actual profit and loss
- Cash flow forecasting
- Balance sheet
- Debtor / Creditor analysis
- VAT reporting
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Employee Reports |
- Time & attendance
- Resource planning
- Training records
- Disciplinary statistics
- Sickness and absenteeism statistics
- Direct/indirect ratios
- Sales/employee
- Gross Profit/employee
- Overhead recovery rates
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PO Project is the complete business information and performance reporting system for Project Management businesses
| No. of Users |
Licence (£/mon) |
Additional User (£/mon) |
| Up to 3 |
£100 |
£30 |
Register today for a free demonstration to see how PO Project could improve the profitability of your business.
Register for a Demonstration
The benefits of our project management tool:
Integration of budgeting, CRM, Project Management, Financial Management and HR in a single software application overcoming inefficiencies caused by the use for separate spreadsheets, data-bases and miscellaneous pieces of software within different functions of the business.
Simple set up procedures giving you immediate use of the system.
Suitable for any size of business with scalability to accommodate business growth.
Easy to use navigation helping users to consistently do the right things, in the right way at the right time.
Track employee time booking against project activities to control projects within budget.
Web based giving you 24/7 access to see how your business is performing from anywhere with an internet access.
Import and export capabilities with other commonly used software products if required.
