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Features
Project Resource Roles
Project Budgets
Project Expenses
Tasks & Deliverables
Project Status
Project Activity History
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
Microsoft Active Directory
Microsoft Teams
Custom Features
Overview
Project Management
Portfolio Management
Task Management
Gantt Chart
Kanban Board
Scheduler
Resource Management
Time Tracking
Expense Tracking
Content Management
Collaboration
Reporting
Microsoft Integration
Customisation
Project Management
Project Resource Roles
Control project data privacy by managing global access rights per resource and assigning them different roles on a project basis.
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 Status
Get snapshot reports on your project vitals at any time and in real time.
Project Activity History
Stay up to date with project activity with a list of all actions taken, by whom and when.
Multi-Organisation Workspaces
Create multiple organisations within Work to manage different workspace environments separately.
Portfolio Management
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
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
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
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
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
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
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
Create reports of your timesheets and export them for documentation.
Expense Tracking
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
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
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
Export Project and Task Lists
Export your desired project grid or task list in standard CSV of Excel 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
Microsoft Integration
Microsoft Active Directory
Sign in to Work and connect your Work account directly with your Microsoft Office 365 organisation.
Microsoft Teams
Collaborate seamlessly on your Work projects and tasks directly via your Teams account.
Customisation
Custom Features
Get Work to develop the unique features your business and teams require to operate optimally.
Solutions
Business Solutions
Industry Solutions
Solutions by Role
Business Solutions
New Product Development
Steer new product development projects successfully from initial idea to final product with strong visual planning, budget tracking and controlled documentation.
IT Departments
Improve portfolio, project and resource visibility, streamline project demand, and ensure projects are aligned with corporate objectives and support IT governance.
Professional Services
Better manage your resources for optimal performance and customer satisfaction.
Industry Solutions
Healthcare
Execute successful projects by keeping budgets and deadlines under tight control while complying with government regulations.
Manufacturing
Drive your projects to success effectively managing globally dispersed teams and facilities.
Public Sector
Control portfolio budgets and deliver successful projects while respecting government regulations.
Consulting
Deliver competitive service and transparency to a range of different customers while keeping your eyes on the bottom line.
Financial Services
Deliver superior service to your customers, address the needs of your stakeholders and adhere to regulatory compliance.
Higher Education
Improve collaboration and visibility across projects, portfolios, resources and documents while staying compliant and keeping an eye on the bottom line.
Technology
Deliver projects more efficiently with a higher return on R&D investments.
Utilities
Automate processes and improve visibility across projects, portfolios, resources and documentation to facilitate progress and cost tracking and reporting.
Solutions by Role
Executives
Get visibility on all projects to track progress, changes and discrepancies.
Project Management Office
Get visibility into project portfolios across your entire company.
Project Managers
Manage your projects successfully through their entire life cycle.
Team Members
Complete your tasks and collaborate on projects never losing sight of your priorities and deadlines.
Stakeholders
Stay up to date on all project activity and collaborate with teams while monitoring project progress.
Security
Pricing
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Features
Portfolio Dashboard
Portfolio Budget Planning
Portfolio Consolidated View
Key Performance Indicators
Project Creation
Gantt Chart
Multi Project Gantt Chart
Enhanced Project Charter
Microsoft Project Integration
Project Monitoring Dashboards
Tailored Project Tracking
Personal Project Tracking
Resource Allocation
Time Off and Absence Management
Resource Advanced Search
Resource Workload Tracking
Centralized Management of Project Resources
Weekly Workload Scheduler
Weekly Resource Schedule Analysis
Project Expenses
Timesheet Entries
Link Your Costs and Projects
Project Cost and Budget Management
Cash Flow
Project Cost and Rate Management
Project Request
Project Request Prioritisation
Review Project Requests
New Product Development Pipeline Tracking
Transformation of Standard Milestones into Gates
Approval Workflow Leverage and Configuration
Centralised Document Management
Dynamic Project Documentation
Document Review and Approval
Document Classification
Cerri Project Live! Collaboration Platform
External Collaboration
Automatic Notifications
Process and Workflow Support
Automatic Email Notification
Risk Management
Change Management
Project Issue Tracking
Help Desk
Project Dashboards and Charts
Project Analytics
Exporting to Microsoft Excel
Predefined Views
Configurable Views
Workflow in Cerri Project Live
Define your Own Workflow
Business Rules
Phase Review Support
Keywords and Labels
Configurable Navigation
Open Rest API
Microsoft Project Integration
Lotus Notes and Lotus Domino Integration
Integration with SAP Applications
Overview
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking
Cost & Budget Management
Demand Management
Stage Gate Review Support
Document Management
Team Collaboration
Risk & Change Management
Dashboards & Reports
Workflow Management
Integrations
Portfolio Management
Portfolio Dashboard
Quickly identify trouble areas thanks to Cerri Project’s portfolio dashboard that allows you to monitor critical portfolio elements including issues, schedules, deliverables, risks and metrics.
Portfolio Budget Planning
Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.
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.
Project Management
Project Creation
Simplify project creation and ensure your team follows organisational guidelines and project management practises.
Gantt Chart
Schedule, manage tasks and plan projects better by visually planning and modifying them.
Multi Project Gantt Chart
Maintain a global overview of the progress and timelines of multiple projects at once.
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.
Microsoft Project Integration
Export and import plans from or to Microsoft Project.
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.
Personal Project Tracking
Stay on top of your own work progress with personal dashboards.
Resource Management
Resource Allocation
Monitor and analyse resource workload thanks to a complete set of views, dashboards and charts provided by Cerri Project.
Time Off and Absence Management
Track availability, time off and absences centrally thanks to Cerri Project’s unavailability management capabilities.
Resource Advanced Search
Quickly search resources by skill and availability, and retrieve specific information including competences and individual calendars.
Resource Workload Tracking
Gain global visibility on resource availability and distribution of work across multiple projects for an optimised and productive project workforce.
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.
Weekly Workload Scheduler
Schedule when resources are expected to work on their tasks by taking into account their availability.
Weekly Resource Schedule Analysis
Manage any kind of project by resource, client, project or activity.
Time & Expense Tracking
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.
Link Your Costs and Projects
Obtain a complete and up to date overview of resource usage and costs per project.
Cost & Budget Management
Project Cost and Budget Management
Keep a clear and accurate picture of budget status as well as an overview of any discrepancies.
Cash Flow
Know your required cash flow for each project period (months or weeks).
Project Cost and Rate Management
Get an accurate overview of your costs.
Demand Management
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 Gate Review Support
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.
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.
Document Management
Centralised Document Management
Integrate all your project documents into the reference system, whatever their format.
Dynamic Project Documentation
Attach files and comments to any piece of information and create a discussion thread.
Document Review and Approval
Easily collaborate with team members on project documents and empower users to define any revision/approval process.
Document Classification
Classify all your document types and link related documents.
Team Collaboration
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.
Automatic Notifications
Improve communication by creating notification distribution lists for every available document type.
Process and Workflow Support
Define workflows internally in order to automate and support your business processes.
Automatic Email Notification
Receive notifications for any new task assignments or for any modifications made to your existing assignments.
Risk & Change Management
Risk Management
Increase your chances of project success by having project team members contribute to the risk register for a project.
Change Management
Estimate the impact that implementing or not implementing changes will have on a project.
Project Issue Tracking
Allow stakeholders to submit issue reports and keep track of pending issues within a project.
Help Desk
Improve customer experience and the performance of your support staff with an inter-project help desk system.
Dashboards & Reports
Project Dashboards and Charts
Access 100% configurable project dashboards containing only the views or graphics you want.
Project Analytics
Drill down into your data for better tracking of your projects and portfolios.
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.
Configurable Views
Rearrange views so that data is displayed the way you want.
Workflow Management
Workflow in Cerri Project Live
Manage your workflows and engage users with defined project workflows that adhere to your organisation's project approval process.
Define your Own Workflow
Define workflows necessary to comply with your business processes and organisational requirements.
Business Rules
Create business rules for your workflow engine.
Phase Review Support
Access standard business process workflows that can adapt to any approval and gated process.
Keywords and Labels
Customise keywords, labels and drop down menus according to your business language.
Configurable Navigation
Adapt Cerri Project’s navigation for different user groups.
Integrations
Open Rest API
Easily integrate Cerri Project with your current enterprise applications.
Microsoft Project Integration
Import and synchronise your Microsoft Project plans into Cerri Project.
Lotus Notes and Lotus Domino Integration
Access all of Cerri Project’s features from your Lotus Notes platform thanks to a seamless and direct integration between the two software.
Integration with SAP Applications
Maximise transparency and data consistency thanks to an integration with your SAP® Applications.
Solutions
Overview
Business Solutions
Industry Solutions
Solutions by Role
Business Solutions
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.
IT Departments
Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organisation.
Professional services
Differentiate your company from the competition and surpass customer expectations in order to ensure profitability with professional services project management.
Industry Solutions
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.
Manufacturing
Increase margins and profitability by leveraging the economies of scale made possible by globally dispersed teams and facilities.
Public Sector
Enhance collaboration and visibility across the project life-cycle improving demand management, resource utilisation and documents.
Consulting
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.
Financial Services
Address the needs of your industry stakeholders while keeping your eyes on the bottom line and adhering to regulatory compliance.
Higher Education
Maintain your competitive advantage in the marketplace by seeking out the best technological strategies to grow your organisation and services for your students and staff.
Technology
Deliver projects more efficiently and with a higher return on R&D investments in a complex and information-centric IT project environment.
Utilities
Use information technology, improve operations and automate business processes to expand your market share in an evolving industry.
Solutions by Role
Executives
Evaluate and prioritise 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 organisation.
Project Managers
Deliver your projects on budget and on time.
Team Members
Enable team members to improve collaboration, communication and visibility across all of their projects.
Stakeholders
Enable both internal and external stakeholders to share ideas, collaborate with project teams, submit requests and track progress.
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