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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 Creation and Definition
Resource Types
Resource Workload
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
Create Expense Types
Categorise Expenses by Type
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
Task Progress
Customise Task and Project Views
Export Project and Task Lists
Microsoft Active Directory
Microsoft Teams
Overview
Project Management
Portfolio Management
Task Management
Gantt Chart
Kanban Board
Scheduler
Resource Management
Time Tracking
Expense Tracking
Content Management
Collaboration
Reporting
Microsoft Integrations
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 Cerri 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 Cerri 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 Cerri 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 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.
Resource Workload
Monitor your resource workload via your project Gantt chart.
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
Create Expense Types
Create as many expense types as required by your corporation for project cost review.
Categorise Expenses by Type
Input costs selecting their type as well as their date, their amount and the person responsible for them.
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
Task Progress
Evaluate task progress by measuring actual effort against planned effort in real time
Customise Task and Project Views
Use the filter and grouping functions to customise the task and project lists to meet your needs.
Export Project and Task Lists
Export your desired project grid or task list in standard CSV of Excel format.
Microsoft Integrations
Microsoft Active Directory
Sign in to Cerri and connect your Cerri account directly with your Microsoft Office 365 organisation.
Microsoft Teams
Collaborate seamlessly on your Cerri projects and tasks directly via your Teams account.
Solutions
Business Solutions
Industry Solutions
Solutions by Role
Business Solutions
IT Departments
Improve portfolio, project and resource visibility, streamline project demand, and ensure projects are aligned with corporate objectives and support IT governance.
New Product Development
Steer new product development projects successfully from initial idea to final product with strong visual planning, budget tracking and controlled documentation.
Professional Services
Better manage your resources for optimal performance and customer satisfaction.
Industry Solutions
Manufacturing
Drive your projects to success effectively managing globally dispersed teams and facilities.
Consulting
Deliver competitive service and transparency to a range of different customers while keeping your eyes 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.
Public Sector
Control portfolio budgets and deliver successful projects while respecting government regulations.
Higher Education
Improve collaboration and visibility across projects, portfolios, resources and documents while staying compliant and keeping an eye on the bottom line.
Healthcare
Execute successful projects by keeping budgets and deadlines under tight control while complying with government regulations.
Financial Services
Deliver superior service to your customers, address the needs of your stakeholders and adhere to regulatory compliance.
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.
Stakeholders
Stay up to date on all project activity and collaborate with teams while monitoring project progress.
Team Members
Complete your tasks and collaborate on projects never losing sight of your priorities and deadlines.