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Project management in Visma Net
For those who bill hours
Project management in Visma Net helps you manage resource use and time planning in an efficient way, while always having control over profitability and risk.
The project management system is an all-in-one tool, linking sales, project management, timekeeping and invoicing. You get control of the money that goes out, and money that comes in. The system ensures that you deliver your projects on time, within budget and with high quality.
Functionality
Resource planning
It is clear to see where you need to bring in or cut resources in a timely manner so that you can increase profitability. Full overview of utilization rates, both in the present and in the future.
Note that resources can be both essential equipment and users. It is clear to allocate resources for projects, based on expertise and make analyses of the resources.
Project plan
Track sales status, create follow-up activities, and create offers to customers. As soon as a quotation is signed, the project and billing schedule is automatically created.
- Project overview for project manager and management
- Sales Follow-up
- Customer overview and contacts
- Fixed project templates
- Gantt View
- Schedules and Pricing
- Market segmentation
- Integration with Brønnøysund Register
Timesheet
Project management in Visma Net makes it easy to keep hours on clients, projects or in-house — either on desktop or in the app. Here you can also enter expense reports and expenses.
- Value in hours
- Day view and week view
- Revenues, Margins and Costs
- Stay up to date right from mobile
- Outlays
- Role Overview
- Approval of hours
- Flexi balance
- Overtime
Billing
Support for the invoice base to be retrieved automatically, so you can invoice with a few keystrokes. This includes hourly rate, fixed rate, recurring billing, various VAT rates and currencies.
- EHF Invoice
- Invoice control
- Templates for different projects or departments
Reporting and insights
Create your own reports, based on, for example, profitability, resource usage or invoicing and revenue.
Reports and dashboards can be built individually around different KPIs based on roles. These can be added to your dashboard and shared with colleagues. Project management can be combined with reporting in Visma Net.
- Report Generator
- Set KPIs that fit your business
- Home pages and dashboards
- Can be combined with reporting in Visma Net