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Categorise Expenses by Type

Categorise Expenses by Type
Record expenses into predefined cost types for organised project cost categorisation. When inputting an expense simply select the type of cost it falls under, the date and amount of the cost and who generated it.
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    Export to Microsoft® Project
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    Categorise Expenses by Type
    Create Expense Types
    Assign Expenses to Projects
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    Review Task and Project Communication
    Notification of Comments
    Collaborate in 7 Languages
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    Features
    Project Management Portfolio Management Task Management Gantt Chart Kanban Board Scheduler Resource Management Time Tracking Expense Tracking Content Management Collaboration Reporting
    Project Management
    Manage projects from A to Z.
    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.
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    Visualise your project plan.
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    Define tasks as depending on the completion of others to precise priorities and better control workflow.
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    Create and define deliverables directly from your project Gantt chart for a visual planning of objectives.
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    Define project stages by grouping tasks and deliverables into phases.
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    Stay on top of all activity by tracking work and physical progress in real time.
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    Plan workload and effort according to current availability for optimal allocation of your project resources.
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    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.
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    Create and plan tasks directly from your Kanban board with easy access to task cards.
    Scheduler
    Organise 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
    Create reports of your timesheets and export them for documentation.
    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 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
  • Solutions
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    Better manage your resources for optimal performance and customer satisfaction.
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    Execute successful projects by keeping budgets and deadlines under tight control while complying with government regulations.
    Manufacturing
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    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.
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    Get visibility on all projects to track progress, changes and discrepancies.
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    Get visibility into project portfolios across your entire company.
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    Microsoft Project Integration
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    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
    Gantt Chart
    Multi Project Gantt Chart
    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
    Features
    Portfolio Management Project Management Resource Management Time & Expense Tracking Gantt Chart Planning Cost & Budget Management Demand Management Stage and Gate Review Support Document Management Team Collaboration Risk & Change Management Dashboards & Reports Workflow Management
    Portfolio Management
    Align projects to strategic goals.
    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
    Projects on time and on budget.
    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.
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    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
    Monitor timesheets and billables.
    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.
    Gantt Chart Planning
    Simplify projects with visual planning.
    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.
    Cost & Budget Management
    Stop projects going over budget. Get insight on budget performance.
    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
    Select the best projects to execute. 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.
    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
    Easily access and share files.
    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
    Keep teams in sync and up to date.
    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
    Minimise risk. Optimise change. Minimise risk and adapt to change.
    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
    Get the analysis you want.
    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
    Automate for efficiency and precision. Automate processes to ease your work.
    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.
  • 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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