• Web project management portal in the form of a management dashboard specific to each project manager by grouping the projects under his responsibility. This dashboard combines a set of crucial management functionalities (orders, contracts, invoices) and a quick global analysis of the project's profitability by activity.

• Project structure supporting a four-dimensional coding: " Project - Activity - Extra Equipment " configurable at the level of the use of each dimension. The chosen design is defined by the manager and applies wherever there is a transactional entry with assignment by project. Extras management can be standardized with an extra code table if needed.
• Further breakdown of costs into four categories as needed: Salary, Materials, Subcontracting and Overhead. The labels and the use of this additional breakdown are customizable according to the company's needs.
• Possible definition of a tree structure of master projects (parent project/child project) allows, among other things, to manage by phase.

• Possible definition of a tree strcuture of master activities (mother activity/child activity). This possibility makes it possible to support analyzes of overall costs and revenues for a group of activities while allowing the analysis to be pushed to the level of a specific action.
• Definition of a profitability corridor (% of minimum and maximum profit) per project.

• Accurate and calculated progress indicators of the project according to the revenues invoiced.
• Management of the " Project Profile " allows you to configure a set of rules for entering information on the project to avoid the maximum number of entry errors. For example, Who (employee) can enter time or material on a project? Which activity is valid on a project? What activity is eligible on a project but closed as a completed activity? What equipment can be used on a project? What "extra" is allowed on a given project?, etc. It is possible to start from a budget structure defined directly, or imported from specialized software, to create a project profile quickly.
• Detailed budget management by the project according to the structure " Project-activity-extra equipment-division-employee-employment category " and cost category.
• Consultation at all times of the complete history of transactions carried out on the selected project. Possible use of the dynamic search capabilities with filtration of the CTRL/Smigg platform to analyze or quickly find the desired information.
• Centralization of possible costs in a multi-company and inter-company (consortium) context.
• Automatic accounting entries with breakdown by percentage per project with CTRL/Finance.
• Accounting tracks by the project at the CTRL/Finance General Ledger transaction level.
• Management of receivables and payables by project or by the project manager with CTRL/Finance.
• In the presence of the CTRL/Finance payroll module, interactive or manual assignment of project costs and WIPs by timesheets. Expense statements are also integrated as needed.
• Dynamic assignment of project costs by CTRL/Product or CTRL/Finance accounting journals.
• Possible manual adjustment of cost transactions.
• Complete integration with CTRL/File to implement rigorous and efficient management of communications on the project (CRM/XM integrated).
• Archiving function of completed projects.

 

MAIN REPORTS

• Profitability analysis offers the possibility of drilling (drill down) on three levels (" Project, " " Activity, " or " Transaction "), which allows you to delegate control of projects to different managers further while maintaining the confidentiality of sensitive information such as salaries. " Budget - Actual " comparison by cost category with invoicing and work in progress. A one-page summary profitability option is also available for easy viewing and quick communication with a third party if needed.
• Profitability analysis supports management by exception by allowing the configuration of the profitability analysis of all current projects according to a profitability corridor that can be applied globally to all the projects analyzed or as a corridor defined and used by the project specifically. The analysis by exception makes it possible to quickly prioritize short-term follow-up on projects in difficulty about their deviation from their expected profitability corridor. Profitability analysis by exception allows you to combine actual and calculated progress as analysis criteria.

• Systematic cost analysis (parallel view of a period, the year and the cumulative). The study leverages all the details defined at the project budgeting level to present an accurate analysis.

• Productivity analysis, profit percentage and " Sell/Cost " markup per employee and project.

• Cost analysis by project, by a project manager or client, by activity with or without a purchase order. Including analysis of " Budget-Actual " variances by cost category.

• Analysis of timesheets as a checkpoint with payroll.

• Analysis of average rates (costing and selling) by division.

• Availability of CTRL/File Employee web portal for mobile time entry per employee, interactive integration with CTRL/Finance timesheets, automatic W.I.P and preparation of professional invoicing in a fast and integrated process

• Definition of the evaluation parameters of the W.I.P. via the option " Invoicing " in the  "Project " form. Parameters can be defined for a master project, globally for a project or by activity as needed.
• Flexible methods for evaluating W.I.P. (selling billable, " Cost Plus " and at cost).
• Every transaction of W.I.P. has its end date of calculation and its end date of sending. The first indicates the end date of the interval entered when calculating the sale. The second represents the end date joined when sending entries to General Ledger.
• W.I.P. is transactional with the possibility of reconstitution (valuation) on any date.
• Possibility of automatic cancellation of W.I.P. at the time of the evaluation calculation with a " Date of start of cancellation". It is, therefore,  possible to have CTRL/Project automatically cancel the W.I.P.'s created at the time of their evaluation if the new option is active and if the billable cost transaction is after the cancellation start date.

• Full integration of W.I.P. periodicals with CTRL/Finance. Accounting distribution of W.I.P. by project-activity-extra-equipment as needed.
• Control the cumulative or periodic mode for sending the accounting entries of W.I.P.
• Analysis report of work in progress with two levels of drilling (Activity-Transaction). The selection criteria allow an overall evaluation of the W.I.P. by the project manager or project for a specified period.
• Full integration of W.I.P. periodicals with CTRL/Finance. Accounting distribution of W.I.P. by project-activity-extra-equipment as needed.
• Control the cumulative or periodic mode for sending the accounting entries of W.I.P.
• Analysis report of work in progress with two levels of drilling (Activity-Transaction). The selection criteria allow an overall evaluation of the W.I.P. by the project manager or project for a specified period.
• W.I.P. assessment of suggested adjustments (over-billing or under-billing).
• W.I.P. purge or reactivation of transactions by project, project manager, activity, extra, equipment and division.
• W.I.P. interdivison management
• W.I.P. exports in different formats for an external application (e.g. analysis spreadsheet).
• Access security by the project manager.

 

MAIN REPORTS

• W.I.P. analysis displaying the amount that should be billed, unconstrained by project billing settings, and the billable amount that is an adjusted amount based on project billing settings.
• W.I.P. analysis of cumulative or for a specified period in summary or detailed form.
• W.I.P. analysis by project activity with multiple selections (project, master project, project manager, client, activity, invoicing frequency).
• W.I.P. analysis by project-employment class with multiple selections (project, master project, project manager, client, employment class, invoicing frequency).
• W.I.P. analysis of adjustments by the project by division with multiple selections (project, master project, project manager, client, division).
• Suggested adjustments from W.I.P. for a range of actual or calculated work completion percentages.

• Total budgeted invoicing (amount tendered) is definable in the " Project " form or by " Project-activity " for subsequent analysis of differences with actual invoicing.
• Accurate management of professional services billing rates by project, activity, employee and more. Possibility of the definition of the table of global invoicing rates of exception rate management by the project.
• In global billing rate table mode, the availability of a billing configurator allows the application of the company's global rate tables to be modulated with precision by project, project category, activity, cost category, class of jobs and more.
• Ability to configure billing rates according to the unit of hours worked and the type of pay (weekly, hourly, etc.).
• " Paperless " professional services batch invoicing that can simultaneously produce invoices (PDF format) and send them in batch by email to each customer, all in a single unified process. Thanks to structured document management via CTRL/File, the PDF invoice can also be automatically saved in the digital file of each customer concerned.
• Multiple invoice presentation formats using a combination of groupings by billing type, activity, job class and employee. A concept of " grouping code " associated with a presentation order allows you to customize the presentation of your service invoice by the customer as needed.
• Billing parameters by project allow you to manage an adjustment percentage applicable to the standard hourly rates of a rate table applied to a project. The adjustment percentage becomes a " discount " when its value is negative and an " increase " when its value is positive. Allocation of payment discounts according to the invoice or specifically to a project, activity, " extra ", equipment, or cost category.
• Batch invoicing can be managed and under the responsibility of the project managers for their specific projects. The batches prepared and approved by the project managers can then be transferred to the administrative department for final processing. The " Filter " function of CTRL/Smigg is used to implement secure access by the project manager.
• " Billing Batches " function displaying total hours, amounts and adjustments per batch. The billing batch also shows the start and end dates applied when including transactions in the pack. In addition, the billing date is also displayed for information.
• The software supports the approach of progressive billing, " cost plus ", lump sum or simply by the hour delivered and the billing of deliverables.
• The software supports recurring billing according to a billing frequency per project (monthly, quarterly and on-demand). A billable minimum and maximum can frame this type of periodic billing.
• Cumulative invoicing and date of last invoicing kept by project or project-activity for consultation purposes.
• Invoicing transactions for a set of linked projects by the same master project with the issuance of a single invoice. All transactions are grouped, and the presentation follows the format defined in the master project sheet.
• Automatic recalculation of the adjustment amount when modifying financial information within an invoicing batch.
• Definition of a global (standard) or personalized invoice format per project or client, thanks to the CTRL/Smigg report generator. Printing of the invoice in French or English according to the language defined in the Customer file.
• An additional document of the detailed transactions invoiced can be produced at the time of invoicing and accompany the sending of the invoice to the Customer.
• Possible extension of billing functionalities to support interdivisional and intercompany management concepts. The " Source Division ", " Source Company ", and " Destination Company " criteria are integrated into the generation of billing batches for professional services billing for the generation of applicable inter-division and intercompany transactions.
• Combined use of CTRL/Product invoicing for additional invoicing needs.

 

MAIN REPORTS

• Analysis of accounts receivable by project and by the project manager with CTRL/Finance.
• List of details of invoiced transactions (fees and disbursements).
• Analysis of average costing and selling rates by division.
• Verification report of accounting entries before transfer to CTRL/Finance.
• Billing grouping by Type-Class-Employee-Hour-Rate.
• Billing grouping by Type-Class-Activity-Time-Rate.
• Billing grouping by Type-Activity-Time-Rate.
• Billing grouping by Type-Hour-Rate.
• Billing grouping by Employee-Hour-Rate.
• Grouping of invoicing with global amount without time and rate

• Definable billing and assumed maintenance rates per equipment. The " Equipment " sheet also allows you to consult the cumulative use of a given kit. An " Equipment category " field allows, among other things, additional flexibility in terms of the use of analysis reports.
• Depending on the project profile, if applicable, on purchase orders of the project management Web portal, the " Extra " and " Equipment " fields are initialized.
• Breakdown of equipment costs according to four expense categories.
• Complete integration with CTRL/File to implement a preventive maintenance system by equipment.

 

Main Reports

• Analysis of maintenance costs by equipment.
• Analysis of hours of use by equipment.
• Profitability analysis by equipment.

• This unit completes the detailed management of purchase orders via CTRL/Product by offering a quick summary analysis of the project.
• Validation parameter and interactive message of budget overrun when entering purchase orders in CTRL/Product.
• Dynamic integration of purchase orders with the purchase journal of CTRL/Finance. Automated entry depending on the command involved.
• Percentage and type of deduction (progressive or final) definable by purchase order.
• Quick entry of standard comments as an additional description.
• Three levels of purchase order tracking: initial purchase, extra and total purchases.
• Detailed tracking on the screen of the balance on order, the invoicing received, the deductions applied, the payments made, and the balance to be paid.
• Analysis of accounts payable by the project manager and by project with CTRL/Finance.

MAIN REPORTS

• Analysis of outstanding orders: by order, by the supplier and by the project.
• Analysis of accounts payable by the project manager and by project with CTRL/Finance.
• The project cost report includes the software CTRL/Product purchase orders.