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“Microsoft Dynamics NAV and the ProjectPath add-on provide us the information we need to schedule work and manage our resources with an intuitive easy to use interface. Information we need is generally no more than a click away. As our business grows and we take on more work we can no longer rely on individuals to remember where and when, so our mantra has become “check NAV” for all issues related to resource planning and project management.”
 
Richard Kat, Engineered Lifting Systems and Equipment Inc.

 
 
Epimatic ProjectPath, built directly within the Microsoft Dynamics NAV application, provides a leading-edge fully-integrated solution suite for professional services organizations. ProjectPath enables users to effectively plan the path (tasks, budget, schedule) for a given project, and then manages workflow and provides tools to keep resources on track to achieve product goals. This is not just a time entry and billing system. ProjectPath is a comprehensive integrated (one solution) project management suite covering all activities from planning through to time/expense entry, through to billing, through to post mortem analysis and future optimization. All of this is provided within the Microsoft Dynamics NAV platform, meaning automatic posting through to the back-end financial system and cohesive tools to navigate and drill down on transactional data back to the source entries. Your professional services business may be running without ProjectPath, but it will run BETTER with ProjectPath.

ProjectPath provides extensive features and benefits across a range of functions:

  Project Setup and Planning

  • Extensive project setup options
  • Define phases, tasks and specific types of work within each project
  • Assign a project manager to be included in notifications and for performance analysis
  • Set up templates to simplify and expedite new project creation
  • Define task predecessor/prerequisite dependencies

  Resource Management and Planning

  • Assign tasks to resources at an overall task level, or down to individual work types
  • Allocate individual types of work on a given task to multiple resources if the work will be shared
  • Establish multiple work types each resource is qualified to perform; advanced capacity planning will then reflect the resource’s availability across ALL work types, but will drop it off from all types once the resource is scheduled for work of any type
  • Take advantage of powerful tools to monitor all aspects of resource planning:
    • Capacity
    • Availability
    • Schedules
    • Posted time
    • Utilization
    • and more…

  Scheduling and Workflow Management

  • Resources work from a consolidated home page highlighting all work assigned to them – issues, tasks, items for review, etc. are all immediately visible by date classifications (past due, due this week, due next week, etc.)
  • Define rules for automated task/work status updating; for example, when the “DRAFTING” work is marked as completed, the “REVIEW” work on the task can automatically update to “Ready” status
  • Email notifications immediately inform resources when task work is ready for them to begin
  • Email notifications trigger for issues as well, so that the issues can be quickly assigned and driven through to resolution

  Issue Management

  • Log issues and assign them to resources
  • Record detailed comments and resolutions for issues, to support building a knowledge base
  • Link issues to project tasks for traceability and time entry
  • Enter time against issues and have it linked back to the related task/budget automatically

  Time/Expense Entry and Billing

  • Time can be entered using either a detailed (date and start/end time) or weekly (SMTWTFS hours) interface
  • Time and expenses are entered through a single journal interface, simplifying data entry for resources
  • Expense entries can be routed through approval processes
  • Scanned receipt upload function for expenses
  • Full time review/approval processes, including flexible options at the Project level to determine the criteria for time that needs to be reviewed

  Project Management

  • Easily query project/task statuses and identify issues to be dealt with
  • Monitor actual vs. budget at all levels – project, task, or individual task work type
  • Generate comprehensive Excel-based project status reports to distribute to clients at any time

  Analytics

  • View profitability and variances against budget by various breakdowns (project, phase, task, project manager, work type, customer, resource, etc.)
  • Drill down through multiple analysis levels (tree-view tool) to pinpoint underperformance exceptions
  • Leverage the power of NAV “Dimensions” to slice and dice business data on an ad-hoc basis
  • Select from a number of on-line analysis tools to break down performance data and make informed business decisions
  • Easily navigate back to source transactions to explain variances

  Web Interface for Remote Users

  • Take advantage of a web interface for resources to enter time/expenses using a lower priced “light” user model
  • Web users have a “home page” highlighting work to be done, similar to full NAV licensed users
  • Workflow processes (email notifications, automated task status updating, etc.) are in effect for web users


 
For more information on ProjectPath and how it can energize your business, contact sales@epimatic.com.