Effortlessly manage and oversee a multitude of projects
- Easily track progress with a quick overview of all project statuses
- Utilize a Kanban board view to keep projects organized and stay on top of development
- Access complete project details on a single screen to make informed decisions faster
Stay on top of all project elements
- Connect project contributors via Contacts app for clear accountability
- Link Tickets for each project to ensure project matters are being addressed
- Connect projects with sales orders and customers for holistic project management
- Manage the budget associated with material and labor costs
- Monitor milestones and promptly address delays for smoother execution
Unified communications and seamless integrations
- Instantly communicate with project members to collaborate and answer questions promptly
- Log external conversations to keep everyone informed of the latest interactions
- Efficiently supervise project timelines with a Gantt-style calendar and track all project activities
- Attach checklists to uphold and ensure adherence to guidelines
Projects App Features
- Customize auto-generated project numbers for orderly identification
- Choose project type to garner metrics and to maintain organization
- Associate orders from the Sales Order app with each project
- Provide brief project descriptions for easy reference
- Track project start and due dates
- Link a customer to a project
- Monitor project status for progress insight
- Access and view a comprehensive list of tickets associated with specific projects
- Easily track the progress of all tickets according to status; open, pending, or completed
- Review high-level ticket information to identify the ticket creator and the assigned team member responsible for resolving
- Navigate to the Tickets app to get more in-depth details
- Create one or more budgets per change to track the overall cost
- Detail each budget line item to provide transparency and understanding of specific cost aspects
- Automate total cost calculation based on quantity and cost per unit
- Organize the budget to assess areas for potential adjustments or reductions
- Visualize your projects current and upcoming tasks in a Gantt-style view
- Select tasks within specific calendar days to bring up flyout with details about maintenance task
- Monitor the progress of a task and make adjustments as necessary
- Review the historical record of tasks to assess productivity, analyze patterns and make improvements
- Log project milestones and set due dates, including any predecessors
- Indicate completed milestones and note any encountered delays
- Record whether a delay is internal or customer-related
- Specify reasons for delays and affected milestones
- Estimate delay duration and its impact on work progress
- Every milestone and delay is equipped with dedicated posts, approvals, and conversations
- Capture and log notes from conversations held through emails, in-person meetings, phone or video calls
- Categorize conversations to gather insightful metrics on various types like cold calls, first touches, follow-ups, demos, and more
- Designate who was part of each conversation
- Attach and access specific files or notes associated with the outreach efforts
- Discuss projects and get input from others in your organization in a dedicated forum
- Add @mentions to message others in your organization using Notification link in the Appward sidebar
- Like a post to acknowledge and notify the author
- Attach documents, images, media and AppShare links connecting to any record in Appward
- Attach files related to each project to conveniently provide supporting information
- Link to files in the Appward Cloud, Appward Documents or upload from local storage
- Organize files by list order using arrow keys
- Establish standard checklists using Checklist Creator to associate with action items
- View the status and progress of each checklist
- Set a start and end date for each checklist for accurate tracking
- Instantly view a checklist’s score and determine whether it passed or failed
- Generate comprehensive reports to analyze performance
- Set up a multi-staged approval process with multiple participants or just a one-step approval to review different aspects of a project
- Label each stage of your approval process and assign who you would like to approve within that part of your process
- Set a deadline date for each approver so they are aware of when they need to approve
- Add members for full visibility into all comments, feedback, posts and key information of a change request to make well-informed decisions
- Send notifications and reminders to each approver, letting them know they are part of the approval process or to submit their responses
- Gather metrics to identify patterns, recurring issues, or bottlenecks
- Analyze data to proactively address challenges, streamline processes, and drive continuous improvement
- View insights to understand the number of approved or declined changes to gain an overview of decision outcomes
- Collect insights to monitor status and progress being made of implemented changes
- Utilize metrics to track the status of changes to maintain compliance and ensure you are meeting regulatory requirements
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Projects works seamlessly with Appward apps and services so you can do much more.
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