Stage-Gate Archives - Enterprise Project & Work Management Solutions

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Features
Main Menu
Features

Portfolio Consolidated View

Key Performance Indicators

Portfolio Budget Planning

Portfolio Dashboard

Enhanced Project Charter

Gantt Chart

Microsoft Project Integration

Multi-Project Gantt Chart

Personal Project Tracking

Project Creation

Project Monitoring Dashboards

Tailored Project Tracking

Centralized Management of Project Resources

Resource Advanced Search

Resource Allocation

Resource Workload Tracking

Team & Resource Gantt Chart

Time Off and Absence Management

Weekly Resource Schedule Analysis

Weekly Workload Scheduler

Link Your Costs and Projects

Project Expenses

Timesheet Entries

Budget Tracking

Cash Flow

Project Cost and Budget Management

Project Cost and Rate Management

Project Request

Project Request Prioritisation

Review Project Requests

Approval Workflow Leverage and Configuration

New Product Development Pipeline Tracking

Transformation of Standard Milestones into Gates

Centralised Document Management

Document Classification

Document Review and Approval

Dynamic Project Documentation

Automatic Email Notification

Automatic Notifications

Cerri Project Live! Collaboration Platform

External Collaboration

Process and Workflow Support

Change Management

Help Desk

Project Issue Tracking

Risk Management

Configurable Views

Exporting to Microsoft Excel

Predefined Views

Project Analytics

Project Dashboards and Charts

Business Rules

Configurable Navigation

Define your Own Workflow

Help Desk

Keywords and Labels

Phase Review Support

Workflow in Cerri Project Live

Features

Portfolio Management

Align projects to strategic goals.

Project Management

Projects on time and on budget.

Resource Management

Allocate workload optimally.

Time & Expense Tracking

Monitor timesheets and billables.

Gantt Chart Planning

Simplify projects with visual planning.

Cost & Budget Management

Get insight on budget performance.

Demand Management

Manage project requests.

Stage and Gate Review Support

Reduce time to market for new products.

Document Management

Easily access and share files.

Team Collaboration

Keep teams in sync and up to date.

Risk & Change Management

Minimize risk and adapt to change.

Dashboards & Reports

Get the analysis you want.

Workflow Management

Automate processes to ease your work.

Portfolio Consolidated View

View your entire project portfolio and gain visibility on ongoing project status and progress indicators like, budgets, workloads, and actuals.

Key Performance Indicators

Effectively align projects to your corporate strategy using KPIs.

Portfolio Budget Planning

Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.

Portfolio Dashboard

Quickly identify trouble areas thanks to Cerri Project’s project portfolio dashboard that allows you to monitor critical portfolio elements including issues, schedules, deliverables, risks and metrics.

Enhanced Project Charter

Build a comprehensive project charter that allows you to detail and share project objectives and mission critical data related to your project.

Gantt Chart

Schedule, manage tasks and plan projects better by visually planning and modifying them.

Microsoft Project Integration

Export and import plans from or to Microsoft Project.

Multi-Project Gantt Chart

Maintain a global overview of the progress and timelines of multiple projects at once.

Personal Project Tracking

Stay on top of your own work progress with personal dashboards.

Project Creation

Simplify project creation and ensure your team follows organisational guidelines and project management practises.

Project Monitoring Dashboards

Monitor project progress thanks to detailed dashboards summarising essential project indicators and statistics.

Tailored Project Tracking

Configure your project and task tracking dashboards to reflect the unique needs of your team and stakeholders.

Centralized Management of Project Resources

Ensure the consistency of information across a range of projects for all the people actually involved and those potentially involved.

Resource Advanced Search

Quickly search resources by skill and availability, and retrieve specific information including competences and individual calendars.

Resource Allocation

Monitor and analyse resource workload thanks to a complete set of views, dashboards and charts provided by Cerri Project.

Resource Workload Tracking

Gain global visibility on resource availability and distribution of work across multiple projects for an optimised and productive project workforce.

Team & Resource Gantt Chart

Manage and view resource allocation across several projects using a single chart for team planning.

Time Off and Absence Management

Track availability, time off and absences centrally thanks to Cerri Project’s unavailability management capabilities.

Weekly Resource Schedule Analysis

Manage any kind of project by resource, client, project or activity.

Weekly Workload Scheduler

Schedule when resources are expected to work on their tasks by taking into account their availability.

Link Your Costs and Projects

Obtain a complete and up to date overview of resource usage and costs per project.

Project Expenses

Input project expenses directly into corresponding projects for better and more accurate monitoring of all project expenses.

Timesheet Entries

Easily log in time, add comments to your timesheets, and configure the timesheet approval process as automatic or requiring approval.

Budget Tracking

Calculate and adapt your budget management, regardless of whether your budget is based on annual costs, quarterly costs or on one or multiple cost centres.

Cash Flow

Know your required cash flow for each project period (months or weeks).

Project Cost and Budget Management

Keep a clear and accurate picture of budget status as well as an overview of any discrepancies.

Project Cost and Rate Management

Get an accurate overview of your costs.

Project Request

Easily collect project requests for review and evaluation with the aid of configurable forms and workflows.

Project Request Prioritisation

Know which project initiatives will be the most beneficial to your organisation whether you follow a stage and gate process or not.

Review Project Requests

Decide which project requests should become projects by reviewing initiatives and defining rankings and priorities.

Approval Workflow Leverage and Configuration

Benefit from pre-built stage review project workflows that can be configured to meet your organisation’s approval and gated process.

New Product Development Pipeline Tracking

Get an accurate view of your NPD project pipeline thanks to configurable evaluation criteria.

Transformation of Standard Milestones into Gates

Easily configure standard project milestones to support your gated process and project phase review methodology.

Centralised Document Management

Integrate all your project documents into the reference system, whatever their format.

Document Classification

Classify all your document types and link related documents.

Document Review and Approval

Easily collaborate with team members on project documents and empower users to define any document review and approval process.

Dynamic Project Documentation

Attach files and comments to any piece of information and create a discussion thread.

Automatic Email Notification

Receive notifications for any new task assignments or for any modifications made to your existing assignments.

Automatic Notifications

Improve communication by creating notification distribution lists for every available document type.

Cerri Project Live! Collaboration Platform

Benefit from an integrated collaboration platform that leverages the best in team collaboration and social media.

External Collaboration

Assimilate users outside of your organisation for effective collaboration, performance and response.

Process and Workflow Support

Define workflows internally in order to automate and support your business processes.

Change Management

Estimate the impact that implementing or not implementing changes will have on a project.

Help Desk

Improve customer experience and the performance of your support staff with an inter-project help desk system.

Project Issue Tracking

Allow stakeholders to submit issue reports and keep track of pending issues within a project.

Risk Management

Increase your chances of project success by having project team members contribute to the risk register for a project.

Configurable Views

Rearrange views so that data is displayed the way you want.

Exporting to Microsoft Excel

Export any Cerri Project view to Microsoft Excel.

Predefined Views

Access predefined project dashboards and views and create and store your own customised project charts.

Project Analytics

Drill down into your data for better tracking of your projects and portfolios.

Project Dashboards and Charts

Access 100% configurable project dashboards containing only the views or graphics you want.

Business Rules

Create business rules for your workflow engine.

Configurable Navigation

Adapt Cerri Project’s navigation for different user groups.

Define your Own Workflow

Define workflows necessary to comply with your business processes and organisational requirements.

Help Desk

Improve customer experience and the performance of your support staff with an inter-project help desk system.

Keywords and Labels

Customise keywords, labels and drop down menus according to your business language.

Phase Review Support

Access standard business process workflows that can adapt to any approval and gated process.

Workflow in Cerri Project Live

Manage your workflows and engage users with defined project workflows that adhere to your organisation's project approval process.

Platform

Integrations

Integrate to your enterprise software.

Security

Your project data in safe hands.

Hosting

Secure cloud and non-cloud options.

Configuration

Tailor your workspace to your needs and work in your preferred language.
Solutions
Main Menu
Solutions

Overview

Business Solutions Industry Solutions Solutions by Role

Business Solutions

IT Departments

Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organization.

New Product Development

Manage new product development projects with global views of the product pipeline and impact on the bottom line, competing projects and those responsible for a successful delivery.

Professional services

Differentiate your company from the competition and surpass customer expectations in order to ensure profitability with professional services project management.

Industry Solutions

Agriculture & Food

Maximize agricultural productivity and food safety by leveraging targeted project management strategies to enhance operational efficiency and compliance.

Energy & Utilities

Use information technology, improve operations and automate business processes to expand your market share in an evolving industry.

Financial Services & Insurance

Address the needs of your industry stakeholders while keeping your eyes on the bottom line and adhering to regulatory compliance.

Healthcare

Keep your eyes on the bottom line while adhering to compliance and government regulations in order to excel in a highly demanding project environment.

Higher Education

Maintain your competitive advantage in the marketplace by seeking out the best technological strategies to grow your organization and services for your students and staff.

Manufacturing

Optimize costs, streamline operations, and accelerate product delivery with project management tailored for manufacturing. Gain full visibility across supply chains, CAPEX investments, and new product development to drive efficiency and profitability.

Professional Services

Offer customers better visibility and transparency in the sharing of project information while keeping your eyes on the bottom line and delivering competitive service to them.

Public Sector & Non-Profit

Enhance collaboration and visibility across the project life-cycle improving demand management, resource utilization, and documents.

Retail (Consumer Goods)

Enhance retail operations and consumer satisfaction by adopting integrated project management solutions that ensure product quality, optimize supply chains, and improve market responsiveness.

Technology

Harness advanced project management tools to drive efficiency and maximize ROI in your R&D investments within the rapidly evolving IT sector.

Solutions by Role

Executives

Evaluate and prioritize projects and project requests with the right information.

Project Management Office (PMO)

Access high-level project portfolio management views for visibility into portfolios across your entire organization.

Project Managers

Deliver your projects on budget and on time.

Stakeholders

Enable both internal and external stakeholders to share ideas, collaborate with project teams, submit requests, and track progress.

Team Members

Enable team members to improve collaboration, communication, and visibility across all of their projects.
Hosting
Free Trial

Features
Main Menu
Features

Project Activity History

Project Budgets

Project Expenses

Tasks & Deliverables

Project Resource Roles

Project Status

Multi-Organisation Workspaces

Define and Configure Portfolios

Snapshot Budget Status

Task & Deliverable Creation

Tracking Tasks & Deliverables

Scheduler

Task Reports

Task Collaboration

Dependencies

Baseline: Planned vs Real

Critical Path

Task Creation

Deliverable Creation

Project Phases

Progress Review

Workload & Effort planning

Export to Microsoft® Project

Define Kanban Columns

Unlimited Kanban columns

Manage Tasks

Plan Your Tasks

Create Tasks

Time Reporting

Track Deliverables & Deadlines

Resource Workload

Resource Creation and Definition

Resource Types

Record Time in a Task

Record Time from Task List

Record Time From the Scheduler

Record Time in a Timesheet

Review Timesheets

Timesheet Review Activity

Timesheet Reports and Export

Categorise Expenses by Type

Create Expense Types

Assign Expenses to Projects

Share Project and Task Files

Control File Access

Organise Project Files

Comment on Tasks and Projects

Review Task and Project Communication

Notification of Comments

Collaborate in 7 Languages

Export Project and Task Lists

Customise Task and Project Views

Task Progress

Features

Project Management

Manage projects from A to Z.

Portfolio Management

Monitor project budgets.

Task Management

Manage tasks, collaborate, and meet deadlines.

Gantt Chart

Visualize your project plan.

Kanban Board

Agile project planning.

Scheduler

Organize your agenda visually.

Resource Management

Monitor workload and progress.

Time Tracking

Simple timesheet entry and approval.

Expense Tracking

Control project expenses.

Content Management

Accessible, secure project files.

Collaboration

Teams in sync and up to date.

Reporting

Snapshots of task and project status.

Project Activity History

Stay up to date with project activity with a list of all actions taken, by whom and when.

Project Budgets

Plan project budgets and break them down into customised cost types to accommodate your enterprise budgetary requirements.

Project Expenses

Track project-specific expenses by categorising and assigning them to projects.

Tasks & Deliverables

Create and track your tasks and deliverables with simplicity, flexibility and efficiency.

Project Resource Roles

Control project data privacy by managing global access rights per resource and assigning them different roles on a project basis.

Project Status

Get snapshot reports on your project vitals at any time and in real time.

Multi-Organisation Workspaces

Create multiple organisations within Work to manage different workspace environments separately.

Define and Configure Portfolios

Create and organise your portfolios, assign projects and allocate budgets to accommodate the portfolio structure you require.

Snapshot Budget Status

View your portfolio projects as a list or a timeline for real time snapshot reports on your project objectives.

Task & Deliverable Creation

Simple and flexible, create tasks and deliverables as needed with the option to assign them to projects or not.

Tracking Tasks & Deliverables

Stay on top of your workload with streamlined task and deliverable management.

Scheduler

Manage your workload in a clear calendar format by organising your tasks in the Scheduler.

Task Reports

Produce simple and instant task progress reports within Work or export the data to create the report format you require.

Task Collaboration

Collaborate on tasks by assigning them to multiple resources for each to comment, share files and complete their own assignments.

Dependencies

Define tasks as depending on the completion of others to precise priorities and better control workflow.

Baseline: Planned vs Real

Track project progress by comparing the planned project schedule with the current one.

Critical Path

Keep your project on track by knowing which tasks and deliverables make up the critical path.

Task Creation

Create, define and assign tasks from within your project Gantt chart for a visual planning of workload and priorities.

Deliverable Creation

Create and define deliverables directly from your project Gantt chart for a visual planning of objectives.

Project Phases

Define project stages by grouping tasks and deliverables into phases.

Progress Review

Stay on top of all activity by tracking work and physical progress in real time.

Workload & Effort planning

Plan workload and effort according to current availability for optimal allocation of your project resources.

Export to Microsoft® Project

Export your Work plan to a Microsoft® Project format.

Define Kanban Columns

Customise your Kanban columns for each individual project.

Unlimited Kanban columns

Add as many columns to your Kanban as you want to suit your workflow requirements.

Manage Tasks

Create and plan tasks directly from your Kanban board with easy access to task cards.

Plan Your Tasks

Organise your weekly agenda by simply dragging your assigned tasks into your Scheduler.

Create Tasks

Create tasks directly within the desired date and time slot of your Scheduler.

Time Reporting

Plan and report time worked on specific tasks.

Track Deliverables & Deadlines

Keep sight of your deadlines and deliverables with upcoming due dates and overdue reminders.

Resource Workload

Monitor your resource workload via your project Gantt chart.

Resource Creation and Definition

Add resources and define general attributes like their roles, access rights and skills among others.

Resource Types

Create and classify your resources into 3 types: human, material and generic.

Record Time in a Task

Record time worked directly from a task card.

Record Time from Task List

Add time to any task with a simple click from your task list.

Record Time From the Scheduler

Record time worked directly from your Scheduler.

Record Time in a Timesheet

Record time straight into your timesheet for the task and date desired.

Review Timesheets

Check and approve the timesheets of project team members under your responsibility.

Timesheet Review Activity

Access a chronological log of all your timesheet review/approval related activity.

Timesheet Reports and Export

Harness the power of enterprise time reporting and timesheet exports.

Categorise Expenses by Type

Input costs selecting their type as well as their date, their amount and the person responsible for them.

Create Expense Types

Create as many expense types as required by your corporation for project cost review.

Assign Expenses to Projects

Control project costs by assigning expenses directly to the projects they are related to.

Share Project and Task Files

Attach files directly to tasks and projects so they are easily accessible by all team members.

Control File Access

Assign roles on a project basis to team members to control file viewing, editing and creation rights.

Organise Project Files

Store, share and preview different file types and links within your projects and with your project team.

Comment on Tasks and Projects

Comment directly in tasks or projects to communicate with other team members

Review Task and Project Communication

View a history of all comments made within a project or task to make sure you stay up to date.

Notification of Comments

Assign comments to team members to also have them notified by email.

Collaborate in 7 Languages

Work seamlessly as a global team with all team members collaborating from their preferred workspace language.

Export Project and Task Lists

Export your desired task list or projects to Excel or a standard CSV format.

Customise Task and Project Views

Use the filter and grouping functions to customise the task and project lists to meet your needs.

Task Progress

Evaluate task progress by measuring actual effort against planned effort in real time

Platform

Integrations

Customization
Solutions
Main Menu
Solutions

Team Solutions Use Case Solutions

Team Solutions

Administrative Teams

Manage internal requests, organize documentation securely, and track office expenses with ease.

HR Teams

Streamline hiring, onboarding, and employee requests while ensuring efficient vacation planning.

Management Teams

Monitor team progress, track business initiatives, and make informed decisions with real-time insights.

Marketing Teams

Stay organized with structured campaign planning, content approvals, and marketing expense tracking.

Operations Teams

Optimize resource utilization, track essential tasks, and manage operational costs with full visibility.

Use Case Solutions

Aligning Teams & Improving Collaboration

Break down silos and enhance coordination across departments with shared progress tracking, clear responsibilities, and streamlined communication.

Balancing Workloads & Priorities

Keep tasks structured, distribute workloads effectively, and prevent burnout with clear priorities and real-time visibility into team capacity.

Enhancing Data Security & Access Control

Manage user permissions, control document access, and maintain data integrity to ensure security across teams and departments.

Organizing Documents & Info

Store, manage, and access documents securely in one place. Ensure role-based permissions, prevent outdated versions, and keep critical information organized.

Tracking Goals & Business Initiatives

Monitor key initiatives, track milestones, and gain visibility into long-term objectives to keep teams aligned with business goals.
Hosting
Security
Pricing
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Features
Main Menu
Features

Portfolio Consolidated View

Key Performance Indicators

Portfolio Budget Planning

Portfolio Dashboard

Enhanced Project Charter

Gantt Chart

Microsoft Project Integration

Multi-Project Gantt Chart

Personal Project Tracking

Project Creation

Project Monitoring Dashboards

Tailored Project Tracking

Centralized Management of Project Resources

Resource Advanced Search

Resource Allocation

Resource Workload Tracking

Team & Resource Gantt Chart

Time Off and Absence Management

Weekly Resource Schedule Analysis

Weekly Workload Scheduler

Link Your Costs and Projects

Project Expenses

Timesheet Entries

Budget Tracking

Cash Flow

Project Cost and Budget Management

Project Cost and Rate Management

Project Request

Project Request Prioritisation

Review Project Requests

Approval Workflow Leverage and Configuration

New Product Development Pipeline Tracking

Transformation of Standard Milestones into Gates

Centralised Document Management

Document Classification

Document Review and Approval

Dynamic Project Documentation

Automatic Email Notification

Automatic Notifications

Cerri Project Live! Collaboration Platform

External Collaboration

Process and Workflow Support

Change Management

Help Desk

Project Issue Tracking

Risk Management

Configurable Views

Exporting to Microsoft Excel

Predefined Views

Project Analytics

Project Dashboards and Charts

Business Rules

Configurable Navigation

Define your Own Workflow

Help Desk

Keywords and Labels

Phase Review Support

Workflow in Cerri Project Live

Features

Portfolio Management

Align projects to strategic goals.

Project Management

Projects on time and on budget.

Resource Management

Allocate workload optimally.

Time & Expense Tracking

Monitor timesheets and billables.

Gantt Chart Planning

Simplify projects with visual planning.

Cost & Budget Management

Get insight on budget performance.

Demand Management

Manage project requests.

Stage and Gate Review Support

Reduce time to market for new products.

Document Management

Easily access and share files.

Team Collaboration

Keep teams in sync and up to date.

Risk & Change Management

Minimize risk and adapt to change.

Dashboards & Reports

Get the analysis you want.

Workflow Management

Automate processes to ease your work.

Portfolio Management

Align projects to strategic goals.

Portfolio Consolidated View

View your entire project portfolio and gain visibility on ongoing project status and progress indicators like, budgets, workloads, and actuals.

Key Performance Indicators

Effectively align projects to your corporate strategy using KPIs.

Portfolio Budget Planning

Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.

Portfolio Dashboard

Quickly identify trouble areas thanks to Cerri Project’s project portfolio dashboard that allows you to monitor critical portfolio elements including issues, schedules, deliverables, risks and metrics.

Project Management

Projects on time and on budget.

Enhanced Project Charter

Build a comprehensive project charter that allows you to detail and share project objectives and mission critical data related to your project.

Gantt Chart

Schedule, manage tasks and plan projects better by visually planning and modifying them.

Microsoft Project Integration

Export and import plans from or to Microsoft Project.

Multi-Project Gantt Chart

Maintain a global overview of the progress and timelines of multiple projects at once.

Personal Project Tracking

Stay on top of your own work progress with personal dashboards.

Project Creation

Simplify project creation and ensure your team follows organisational guidelines and project management practises.

Project Monitoring Dashboards

Monitor project progress thanks to detailed dashboards summarising essential project indicators and statistics.

Tailored Project Tracking

Configure your project and task tracking dashboards to reflect the unique needs of your team and stakeholders.

Resource Management

Allocate workload optimally.

Centralized Management of Project Resources

Ensure the consistency of information across a range of projects for all the people actually involved and those potentially involved.

Resource Advanced Search

Quickly search resources by skill and availability, and retrieve specific information including competences and individual calendars.

Resource Allocation

Monitor and analyse resource workload thanks to a complete set of views, dashboards and charts provided by Cerri Project.

Resource Workload Tracking

Gain global visibility on resource availability and distribution of work across multiple projects for an optimised and productive project workforce.

Team & Resource Gantt Chart

Manage and view resource allocation across several projects using a single chart for team planning.

Time Off and Absence Management

Track availability, time off and absences centrally thanks to Cerri Project’s unavailability management capabilities.

Weekly Resource Schedule Analysis

Manage any kind of project by resource, client, project or activity.

Weekly Workload Scheduler

Schedule when resources are expected to work on their tasks by taking into account their availability.

Time & Expense Tracking

Monitor timesheets and billables.

Link Your Costs and Projects

Obtain a complete and up to date overview of resource usage and costs per project.

Project Expenses

Input project expenses directly into corresponding projects for better and more accurate monitoring of all project expenses.

Timesheet Entries

Easily log in time, add comments to your timesheets, and configure the timesheet approval process as automatic or requiring approval.

Gantt Chart Planning

Simplify projects with visual planning.

Cost & Budget Management

Get insight on budget performance.

Budget Tracking

Calculate and adapt your budget management, regardless of whether your budget is based on annual costs, quarterly costs or on one or multiple cost centres.

Cash Flow

Know your required cash flow for each project period (months or weeks).

Project Cost and Budget Management

Keep a clear and accurate picture of budget status as well as an overview of any discrepancies.

Project Cost and Rate Management

Get an accurate overview of your costs.

Demand Management

Manage project requests.

Project Request

Easily collect project requests for review and evaluation with the aid of configurable forms and workflows.

Project Request Prioritisation

Know which project initiatives will be the most beneficial to your organisation whether you follow a stage and gate process or not.

Review Project Requests

Decide which project requests should become projects by reviewing initiatives and defining rankings and priorities.

Stage and Gate Review Support

Reduce time to market for new products.

Approval Workflow Leverage and Configuration

Benefit from pre-built stage review project workflows that can be configured to meet your organisation’s approval and gated process.

New Product Development Pipeline Tracking

Get an accurate view of your NPD project pipeline thanks to configurable evaluation criteria.

Transformation of Standard Milestones into Gates

Easily configure standard project milestones to support your gated process and project phase review methodology.

Document Management

Easily access and share files.

Centralised Document Management

Integrate all your project documents into the reference system, whatever their format.

Document Classification

Classify all your document types and link related documents.

Document Review and Approval

Easily collaborate with team members on project documents and empower users to define any document review and approval process.

Dynamic Project Documentation

Attach files and comments to any piece of information and create a discussion thread.

Team Collaboration

Keep teams in sync and up to date.

Automatic Email Notification

Receive notifications for any new task assignments or for any modifications made to your existing assignments.

Automatic Notifications

Improve communication by creating notification distribution lists for every available document type.

Cerri Project Live! Collaboration Platform

Benefit from an integrated collaboration platform that leverages the best in team collaboration and social media.

External Collaboration

Assimilate users outside of your organisation for effective collaboration, performance and response.

Process and Workflow Support

Define workflows internally in order to automate and support your business processes.

Risk & Change Management

Minimize risk and adapt to change.

Change Management

Estimate the impact that implementing or not implementing changes will have on a project.

Help Desk

Improve customer experience and the performance of your support staff with an inter-project help desk system.

Project Issue Tracking

Allow stakeholders to submit issue reports and keep track of pending issues within a project.

Risk Management

Increase your chances of project success by having project team members contribute to the risk register for a project.

Dashboards & Reports

Get the analysis you want.

Configurable Views

Rearrange views so that data is displayed the way you want.

Exporting to Microsoft Excel

Export any Cerri Project view to Microsoft Excel.

Predefined Views

Access predefined project dashboards and views and create and store your own customised project charts.

Project Analytics

Drill down into your data for better tracking of your projects and portfolios.

Project Dashboards and Charts

Access 100% configurable project dashboards containing only the views or graphics you want.

Workflow Management

Automate processes to ease your work.

Business Rules

Create business rules for your workflow engine.

Configurable Navigation

Adapt Cerri Project’s navigation for different user groups.

Define your Own Workflow

Define workflows necessary to comply with your business processes and organisational requirements.

Help Desk

Improve customer experience and the performance of your support staff with an inter-project help desk system.

Keywords and Labels

Customise keywords, labels and drop down menus according to your business language.

Phase Review Support

Access standard business process workflows that can adapt to any approval and gated process.

Workflow in Cerri Project Live

Manage your workflows and engage users with defined project workflows that adhere to your organisation's project approval process.

Platform

Integrations

Integrate to your enterprise software.

Security

Your project data in safe hands.

Hosting

Secure cloud and non-cloud options.

Configuration

Tailor your workspace to your needs and work in your preferred language.
Solutions
Main Menu
Solutions

Overview

Business Solutions Industry Solutions Solutions by Role

Business Solutions

IT Departments

Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organization.

New Product Development

Manage new product development projects with global views of the product pipeline and impact on the bottom line, competing projects and those responsible for a successful delivery.

Professional services

Differentiate your company from the competition and surpass customer expectations in order to ensure profitability with professional services project management.

Industry Solutions

Agriculture & Food

Maximize agricultural productivity and food safety by leveraging targeted project management strategies to enhance operational efficiency and compliance.

Energy & Utilities

Use information technology, improve operations and automate business processes to expand your market share in an evolving industry.

Financial Services & Insurance

Address the needs of your industry stakeholders while keeping your eyes on the bottom line and adhering to regulatory compliance.

Healthcare

Keep your eyes on the bottom line while adhering to compliance and government regulations in order to excel in a highly demanding project environment.

Higher Education

Maintain your competitive advantage in the marketplace by seeking out the best technological strategies to grow your organization and services for your students and staff.

Manufacturing

Optimize costs, streamline operations, and accelerate product delivery with project management tailored for manufacturing. Gain full visibility across supply chains, CAPEX investments, and new product development to drive efficiency and profitability.

Professional Services

Offer customers better visibility and transparency in the sharing of project information while keeping your eyes on the bottom line and delivering competitive service to them.

Public Sector & Non-Profit

Enhance collaboration and visibility across the project life-cycle improving demand management, resource utilization, and documents.

Retail (Consumer Goods)

Enhance retail operations and consumer satisfaction by adopting integrated project management solutions that ensure product quality, optimize supply chains, and improve market responsiveness.

Technology

Harness advanced project management tools to drive efficiency and maximize ROI in your R&D investments within the rapidly evolving IT sector.

Solutions by Role

Executives

Evaluate and prioritize projects and project requests with the right information.

Project Management Office (PMO)

Access high-level project portfolio management views for visibility into portfolios across your entire organization.

Project Managers

Deliver your projects on budget and on time.

Stakeholders

Enable both internal and external stakeholders to share ideas, collaborate with project teams, submit requests, and track progress.

Team Members

Enable team members to improve collaboration, communication, and visibility across all of their projects.
Hosting
Free Trial

Features
Main Menu
Features

Project Activity History

Project Budgets

Project Expenses

Tasks & Deliverables

Project Resource Roles

Project Status

Multi-Organisation Workspaces

Define and Configure Portfolios

Snapshot Budget Status

Task & Deliverable Creation

Tracking Tasks & Deliverables

Scheduler

Task Reports

Task Collaboration

Dependencies

Baseline: Planned vs Real

Critical Path

Task Creation

Deliverable Creation

Project Phases

Progress Review

Workload & Effort planning

Export to Microsoft® Project

Define Kanban Columns

Unlimited Kanban columns

Manage Tasks

Plan Your Tasks

Create Tasks

Time Reporting

Track Deliverables & Deadlines

Resource Workload

Resource Creation and Definition

Resource Types

Record Time in a Task

Record Time from Task List

Record Time From the Scheduler

Record Time in a Timesheet

Review Timesheets

Timesheet Review Activity

Timesheet Reports and Export

Categorise Expenses by Type

Create Expense Types

Assign Expenses to Projects

Share Project and Task Files

Control File Access

Organise Project Files

Comment on Tasks and Projects

Review Task and Project Communication

Notification of Comments

Collaborate in 7 Languages

Export Project and Task Lists

Customise Task and Project Views

Task Progress

Features

Project Management

Manage projects from A to Z.

Portfolio Management

Monitor project budgets.

Task Management

Manage tasks, collaborate, and meet deadlines.

Gantt Chart

Visualize your project plan.

Kanban Board

Agile project planning.

Scheduler

Organize your agenda visually.

Resource Management

Monitor workload and progress.

Time Tracking

Simple timesheet entry and approval.

Expense Tracking

Control project expenses.

Content Management

Accessible, secure project files.

Collaboration

Teams in sync and up to date.

Reporting

Snapshots of task and project status.

Project Management

Manage projects from A to Z.

Project Activity History

Stay up to date with project activity with a list of all actions taken, by whom and when.

Project Budgets

Plan project budgets and break them down into customised cost types to accommodate your enterprise budgetary requirements.

Project Expenses

Track project-specific expenses by categorising and assigning them to projects.

Tasks & Deliverables

Create and track your tasks and deliverables with simplicity, flexibility and efficiency.

Project Resource Roles

Control project data privacy by managing global access rights per resource and assigning them different roles on a project basis.

Project Status

Get snapshot reports on your project vitals at any time and in real time.

Multi-Organisation Workspaces

Create multiple organisations within Work to manage different workspace environments separately.

Portfolio Management

Monitor project budgets.

Define and Configure Portfolios

Create and organise your portfolios, assign projects and allocate budgets to accommodate the portfolio structure you require.

Snapshot Budget Status

View your portfolio projects as a list or a timeline for real time snapshot reports on your project objectives.

Task Management

Manage tasks, collaborate, and meet deadlines.

Task & Deliverable Creation

Simple and flexible, create tasks and deliverables as needed with the option to assign them to projects or not.

Tracking Tasks & Deliverables

Stay on top of your workload with streamlined task and deliverable management.

Scheduler

Manage your workload in a clear calendar format by organising your tasks in the Scheduler.

Task Reports

Produce simple and instant task progress reports within Work or export the data to create the report format you require.

Task Collaboration

Collaborate on tasks by assigning them to multiple resources for each to comment, share files and complete their own assignments.

Gantt Chart

Visualize your project plan.

Dependencies

Define tasks as depending on the completion of others to precise priorities and better control workflow.

Baseline: Planned vs Real

Track project progress by comparing the planned project schedule with the current one.

Critical Path

Keep your project on track by knowing which tasks and deliverables make up the critical path.

Task Creation

Create, define and assign tasks from within your project Gantt chart for a visual planning of workload and priorities.

Deliverable Creation

Create and define deliverables directly from your project Gantt chart for a visual planning of objectives.

Project Phases

Define project stages by grouping tasks and deliverables into phases.

Progress Review

Stay on top of all activity by tracking work and physical progress in real time.

Workload & Effort planning

Plan workload and effort according to current availability for optimal allocation of your project resources.

Export to Microsoft® Project

Export your Work plan to a Microsoft® Project format.

Kanban Board

Agile project planning.

Define Kanban Columns

Customise your Kanban columns for each individual project.

Unlimited Kanban columns

Add as many columns to your Kanban as you want to suit your workflow requirements.

Manage Tasks

Create and plan tasks directly from your Kanban board with easy access to task cards.

Scheduler

Organize your agenda visually.

Plan Your Tasks

Organise your weekly agenda by simply dragging your assigned tasks into your Scheduler.

Create Tasks

Create tasks directly within the desired date and time slot of your Scheduler.

Time Reporting

Plan and report time worked on specific tasks.

Track Deliverables & Deadlines

Keep sight of your deadlines and deliverables with upcoming due dates and overdue reminders.

Resource Management

Monitor workload and progress.

Resource Workload

Monitor your resource workload via your project Gantt chart.

Resource Creation and Definition

Add resources and define general attributes like their roles, access rights and skills among others.

Resource Types

Create and classify your resources into 3 types: human, material and generic.

Time Tracking

Simple timesheet entry and approval.

Record Time in a Task

Record time worked directly from a task card.

Record Time from Task List

Add time to any task with a simple click from your task list.

Record Time From the Scheduler

Record time worked directly from your Scheduler.

Record Time in a Timesheet

Record time straight into your timesheet for the task and date desired.

Review Timesheets

Check and approve the timesheets of project team members under your responsibility.

Timesheet Review Activity

Access a chronological log of all your timesheet review/approval related activity.

Timesheet Reports and Export

Harness the power of enterprise time reporting and timesheet exports.

Expense Tracking

Control project expenses.

Categorise Expenses by Type

Input costs selecting their type as well as their date, their amount and the person responsible for them.

Create Expense Types

Create as many expense types as required by your corporation for project cost review.

Assign Expenses to Projects

Control project costs by assigning expenses directly to the projects they are related to.

Content Management

Accessible, secure project files.

Share Project and Task Files

Attach files directly to tasks and projects so they are easily accessible by all team members.

Control File Access

Assign roles on a project basis to team members to control file viewing, editing and creation rights.

Organise Project Files

Store, share and preview different file types and links within your projects and with your project team.

Collaboration

Teams in sync and up to date.

Comment on Tasks and Projects

Comment directly in tasks or projects to communicate with other team members

Review Task and Project Communication

View a history of all comments made within a project or task to make sure you stay up to date.

Notification of Comments

Assign comments to team members to also have them notified by email.

Collaborate in 7 Languages

Work seamlessly as a global team with all team members collaborating from their preferred workspace language.

Reporting

Snapshots of task and project status.

Export Project and Task Lists

Export your desired task list or projects to Excel or a standard CSV format.

Customise Task and Project Views

Use the filter and grouping functions to customise the task and project lists to meet your needs.

Task Progress

Evaluate task progress by measuring actual effort against planned effort in real time

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Team Solutions

Administrative Teams

Manage internal requests, organize documentation securely, and track office expenses with ease.

HR Teams

Streamline hiring, onboarding, and employee requests while ensuring efficient vacation planning.

Management Teams

Monitor team progress, track business initiatives, and make informed decisions with real-time insights.

Marketing Teams

Stay organized with structured campaign planning, content approvals, and marketing expense tracking.

Operations Teams

Optimize resource utilization, track essential tasks, and manage operational costs with full visibility.

Use Case Solutions

Aligning Teams & Improving Collaboration

Break down silos and enhance coordination across departments with shared progress tracking, clear responsibilities, and streamlined communication.

Balancing Workloads & Priorities

Keep tasks structured, distribute workloads effectively, and prevent burnout with clear priorities and real-time visibility into team capacity.

Enhancing Data Security & Access Control

Manage user permissions, control document access, and maintain data integrity to ensure security across teams and departments.

Organizing Documents & Info

Store, manage, and access documents securely in one place. Ensure role-based permissions, prevent outdated versions, and keep critical information organized.

Tracking Goals & Business Initiatives

Monitor key initiatives, track milestones, and gain visibility into long-term objectives to keep teams aligned with business goals.
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