Portfolio of projects you can control
Knowing, when, what, who and how much is key. Cerri offers you real time views over all your portfolio and project budgets so you are in control at all times.Master your portfolios now
Master your financials
Gain a global view of enterprise portfolio and project budgets, whether you want to check real time status or overall performance.
Define & configure
Create and organise your portfolios, assign projects and allocate budgets which can later be modified as needed.
Snapshot budget status
Colour-coded bar diagrams for each project and portfolio allow you to see at a glance what’s on track, over or within budget.
Maintain portfolio privacy with Cerri and control the portfolio management team that has access to them.
Custom portfolio planning
Tailor your portfolios by adding multiple levels and creating sub-portfolios to accommodate the portfolio structure you require.
View your portfolio projects as a list or a timeline for real time snapshot reports on your project objectives.
Simple and flexible project planning
Cerri adapts to your style and scale making it easy to plan simple to sophisticated projects. Visual workflow planning allows you to efficiently steer and track your projects throughout their lifecycles to achieve optimal results.Start Planning Better Now
Communicate your project plan visually for a global view on workflow and progress. Track project performance, task progress and deliverables proactively.
Get a real time snapshot of your agile project planning. Keep a pulse on team performance and take action directly to improve productivity.
Create, organise and keep track of all personal and assigned tasks with a clear view on priorities and progress.
Define whether tasks depend on the completion of others to finetune priorities, and easily identify and solve any delays in the pipeline.
Workload & Effort Planning
Plan workload and effort according to current availability data for optimal allocation of your project resources.
Create and assign tasks defining deadlines, objectives, collaborators and planned effort; so team members always have a clear view of overall workloads and priorities.
Whether in the cloud or on-premise, your files will always be available with full protection from hacking and data-loss; added to deep backup and restore.
Know how much work is on your plate at all times with real time progress updates as Cerri tracks what percentage of total work is completed.
Collaborate on shared tasks by sending comments, sharing files/links and tracking progress directly within tasks so team members are informed and updated in real time.
Single file repository
Say goodbye to file searching among endless versions in email chains; relevant documents/emails/images are stored directly within tasks for fast, easy access at all times.
No last minute surprises with Cerri as it provides real time progress updates on personal and assigned tasks and gives a global view of task status and any delays.
Assign tasks to yourself and to team members and keep track of them separately or filter by team members for more specific overviews.
All tasks listed
View all tasks including those you created and assigned as lists you can custom organise, filter and group as needed.
A visual timeline format allows you to get a snapshot on task progress and status against one another.
Interactive agenda that allows you to plug in or directly create tasks into desired calendar time slots and validate these to automatically update your timesheets.
View actual expenses per project and person in real time and keep a clear view of when and how any extra or unplanned expenses are generated.
Custom expense types
Create a customized classification standard for company expense types relevant to your corporation.
View your expenses
Keep track of all the expenses you generate and their approval status; ready for review at any time.
Track project expenses
Register and classify expense information directly into related projects for a clear view of overall project expenses.
Expense approval option allows for review and approval/rejection of all project-related expenses for stricter control.
Document expense proof
Attach and store expense related receipts for transparency and stricter cost control.
Timesheet provides ready lists of your active tasks to select from, automatically suggests time from your Scheduler and logs time directly from your task cards for greater efficiency and accuracy.
Create tasks on the go
Add a new task directly into your timesheet to log hours without having to switch between apps. Let Cerri automatically do all the necessary updates for you.
Real time updates across the system mean changes to your timesheets are reflected over all apps so that project and task progress are always up to date.
Weekly and daily timesheets offer detailed insight on overall effort planning and performance per task and project over time for yourself and stakeholders.
Put value on time
Cerri connects time tracking with internal and billable rates for seamless review of task and project effort related costs.
Add notes to your logs
Avoid information cluttering by sharing your comments or any important fact linked to a time log, by simply adding a comment where necessary for your manager’s or your attention.
Track your timesheets
View all your timesheets and see at a glance what needs to be submitted and what’s been approved or declined and needs editing.
Select which users must submit timesheets for review and approval/refusal by their managers.
Quickly access global views on your team’s timesheets by resource, project or period.
Centralize access to any information from integrated applications without duplicating data and put an end to wasted time searching for files and content.
Protect your content from unauthorized access and control the files that specific users can view, edit and create on the project level role-based permissions you can alter any time.
Any file type, any storage system
Manage, store, share and preview any file type or link without restriction. Use whichever file storage system preferred or required by your internal and external teams.
Easily share, transfer and store files that require more memory and bandwidth without having to use an external transfer service.
Team collaborators will be notified in real time of any updated content or file uploads in shared projects and tasks.
Enterprise-level security and backups
Whether in the cloud or on-premise, your files will be available as long as you need with full protection from hacking and data-loss, plus deep backup and restore.
All data in one place
All resource data is organised and accessible at the click of a button so you have a clear picture of your current resource options at all times.
Plan by availability
Availability according to workload and time off are updated automatically to help you manage your resources with optimal efficiency.
Rates are linked to resources to keep track of internal resource costs against your project budget in real time or to report and invoice billable hours.
Create detailed profiles for your existing human resource including their corporate and contact info, as well as their costs/rates, availability and skills.
Register all non-human resources used in the completion of your projects; classify complex machinery to materials to accessories, and freely define units of quantity to suit your needs.
Create generic resources for roles/skills/positions that you can assign temporarily to tasks, and then replace once you know who the person will be.
Snapshot project progress
Filter, organise, sort and hide project data to get an instant snapshot of your complete project list and overall progress according to your preferred criteria.
Extract status reports
Extract relevant reports of task and project progress to excel or pdf by selecting what information you want displayed.
Compare task progress by tracking actual effort against planned effort in real time, and spot the source of any delays.
Waterfall progress tracking
Get a clear vision of overall project progress and performance via your Gantt; keep track of individual tasks and deliverables to spot potential delays and bottlenecks.
Agile progress tracking
Get an instant pulse on your project status via Kanban for proactive troubleshooting and flexible adaptation.
Actual vs. Planned
Compare actuals and forecasts on your preferred progress baseline to establish whether your project is on track or requires you to take action.
Hosted on Microsoft Azure, Cerri offers you a secure SQL database server, SSL usage, and multiple certified data centres.
Very secure private cloud
Your own dedicated environment hosted on Cerri’s secure server network.
Host Cerri behind your company firewall to meet regulatory compliance standards and for maximum security and control.
Need some help convincing IT?
Security is one of the founding pillars of Cerri and plays an intrinsic role in the development process of the software.