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Categorize Expenses by Type

Categorize Expenses by Type
Record expenses into predefined cost types for organized project cost categorization. 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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    Create Expense Types
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    Project Management
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    Track project-specific expenses by categorising and assigning them to projects.
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    Create tasks directly within the desired date and time slot of your Scheduler.
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    Keep sight of your deadlines and deliverables with upcoming due dates and overdue reminders.
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    Add resources and define general attributes like their roles, access rights and skills among others.
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    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
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    Store, share and preview different file types and links within your projects and with your project team.
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    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.
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    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.
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    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.
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    Evaluate task progress by measuring actual effort against planned effort in real time
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    Project Request
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    Transformation of Standard Milestones into Gates
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    Exporting to Microsoft Excel
    Predefined Views
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    Business Rules
    Configurable Navigation
    Define your Own Workflow
    Help Desk
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    Phase Review Support
    Workflow in Cerri Project Live
    Features
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    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
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    Portfolio Budget Planning
    Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.
    Portfolio Dashboard
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    Monitor and analyse resource workload thanks to a complete set of views, dashboards and charts provided by Cerri Project.
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    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.
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    Input project expenses directly into corresponding projects for better and more accurate monitoring of all project expenses.
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    Easily log in time, add comments to your timesheets, and configure the timesheet approval process as automatic or requiring approval.
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    Simplify projects with visual planning.
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    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.
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    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.
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    Receive notifications for any new task assignments or for any modifications made to your existing assignments.
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    Improve communication by creating notification distribution lists for every available document type.
    Cerri Project Live! Collaboration Platform
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    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.
  • Solutions
    Overview
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    Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organization.
    Manufacturing
    Increase margins and profitability by leveraging the economies of scale made possible by globally dispersed teams and facilities.
    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
    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.
    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.
    Public Sector
    Enhance collaboration and visibility across the project life-cycle improving demand management, resource utilization, and documents.
    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 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.
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    Enable team members to improve collaboration, communication, and visibility across all of their projects.
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