Modules Setup (OBS)
Flexible modules (databases) allow you to configure a multitude of parameters, fields and factors to align them with your business style and strategy.
Cerri Project’s Portfolio module consolidates data from multiple project databases into comprehensive reports, dashboards, and charts. Tailor it to align with your organisation’s tracking and project setup processes. Customisation options encompass: currencies, budget format, keywords, labels, project ranking, portfolio structure, KPIs, user permissions, stage-gate processes, workflows, templates, and administration.
Define all the basic parameters for your resource management. While setting up Cerri Project, you have the ability to define numerous fields and criteria that suit your organisation’s needs including work hours, rates, skills, activities, resource types and cost centres. These will offer the base for generating resource availability and approval workflows amongst others.
Customise your timesheet procedure to fit your company’s workflow. Choose which resources require timesheet approvals, streamline the approval process, automate specific availabilities, set up expense reporting, associate billable and non-billable rates (e.g., for overtime), and design timesheet and expense templates among other configuration options.
Opt for multiple project databases with Cerri Project to segregate information across divisions. It allows individual configuration of key parameters per database to cater to distinct departmental needs. You can customise aspects like workload, working hours, currencies, rates, billing methods, permissions, progress tracking, notifications, keywords, project/task types, roles, risks, and templates with detailed granularity.
Create, define and categorise new companies and resources with flexibility to reflect your organisation.
Single Sign-On (SSO)
Allow all users to sign in to Cerri Project once through OneLogin or configure it directly on your servers.
Updating Resource Rates
Modify and update resource rates throughout the system from a single point.
Save time creating new resources in Cerri Project by importing them directly from a ready list of users you can plug into the system.
Creating Generic Resources Automatically
Effortlessly incorporate new generic resources into your projects by automating the creation process and modelling them after the various resource types you have previously defined.
Resource and Access Management
Have the ability to edit resources individually or in bulk and modify passwords, as well as rename, replace or delete resources as needed.
Set up an organisation matrix with Team leaders to manage resources directly and free project managers to focus on project planning.
Team leaders can monitor resource capacity and utilisation using the Team Planner. They assess the projected workload and either approve or request changes. Cerri Project provides two approval workflows tailored to your organisation’s procedures. The Parallel workflow enables simultaneous reviews by project managers and team leaders. The Serial workflow lets the project manager schedule the workload first, then forwards it to the team leader for approval or edits.
Define the various Key Performance Indicators that you want to use to track project performance in your organisation.
Create multiple KPIs for the globality of your projects. Define names, metrics, targets, status as well as the level of security applied to KPI documents.
Define targets to be reached in relation to specific projects and KPIs. These will create a KPI target document which is unique to its project. This document in turn generates KPI target detail documents for each enabled KPI definition for which you can define project, phase, metrics, year, target and score.
A KPI Tracking document is generated to track performance and make sure that you stay on track to hit your KPI Target detail (KPI target at project-level).
Custom Fields Setup
Customise Cerri Project with simple setup actions, add fields and create reports based on those fields.
Add custom fields within the portfolio, project and resource databases in order to display further information within specific forms or documents you require. Extract further information for example, regarding a cost by adding custom fields indicating whether cost was “budgeted”, whether it was “one-time or recurring” and “supplier information”. For each new custom field you can define its name, label, type, corresponding options as well as whether the field is mandatory or not.
Stage and Gate Process
Leverage Cerri Project to support your stage gate process and take advantage of its stage gate template.
Stage Gate Configuration
Determine which projects will adopt a stage gate process. Establish critical success metrics for “Budget & ROI” and “Project ranking,” assigning weights to each for overall project ranking. These settings aid in project prioritisation for resource allocation and evaluation to decide the project’s continuation at the portfolio level.
The idea in gated processes is that each project stage (or phase) ends at a “Gate”. Create your Gate documents with Cerri Project and match them to scorecard documents and facilitate gate review meetings.
Stage Review Process Templates
Cerri Project can map to a wide variety of stage review processes. There can be as many phase review templates as needed and these can be defined as needed. The configuration of your process is based on the initial design of the project structure where gates are differentiated from other deliverables, and phases built into the process are clearly identified.
Stage Review Reporting
Get the visibility your management team requires with reporting that tracks project status throughout the entire stage review process.
Select chart types and parameters from multiple options in order to display the data you want in a readily available manner.
Set up charts for each database selecting from a variety of chart types including Columns, Pie, Donuts, Bar, Lines, Areas and Stacked Columns. Select from multiple configuration options like filtering, dimensions, columns and drilling down – where you can define in which views and documents each chart becomes available. Further customise your charts by choosing their titles, start and end values as well as colours.
Define how documents inside a workgroup pass from one status and participant to another according to a predefined set of rules.
Define workflows by setting document statuses and connecting them. In Cerri Project, craft workflows for documents like project requests, costs, plans, progress reports, risks, deliverables, issue reports, and general documents. Specify the validation formula, designated recipients for each status, and delve into specifics like comments and conditions.
Workflow Actions Creation
Create a series of actions to be triggered whenever a document enters, leaves or is saved in a new status. Define the trigger, the actions to be taken and the order in which they should be executed including their specific conditions for being executed.
Associating a Workflow to a Document
Once a workflow definition and all of its statuses and actions have been completed, all that remains is to associate the workflow with the document type it belongs to.
Set up and manage rates with the flexibility and complexity you require, whether simple internal billing rates or sophisticated rate definitions according to multiple parameters.
Multi Rate Management
You can define rates according to activity types if needed and define these activities yourself according to your processes. Different rates can be defined in a single project.
Choose a currency and establish rates by period or activity type for specific resources. For easier rate management, set default rates based on company/location, resource type, or cost centre. With Cerri Project, you can also configure rates tailored to particular companies or customers when resources are utilised for those entities.