Project business with an overview

Plan, manage and evaluate projects

Whether it's a project, job, or order, the fully integrated work4all project management system facilitates the organization of daily business operations across nearly all industries. Whether managing service projects for a consulting firm, booth setups for an exhibition builder, machinery manufacturing in plant engineering, campaigns for an agency, or assessments for an engineering office, work4all helps organize projects effectively. All important documents are neatly stored in the project file. Collecting projects or internal projects can also be managed optimally with work4all.

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The project can additionally serve as a cost center—an essential controlling tool. Moreover, projects form the basis for your resource planning, all fully integrated within the work4all CRM and ERP modules.

Struktur schaffen mit der Projektakte

Create structure with the project file

All emails, documents and commercial transactions (offers, orders, invoices, etc.) are stored in the project and can be viewed by all colleagues. This brings transparency to project work. Checklists also make project execution easier. Important and time-critical to-do's are no longer forgotten or overlooked.

The Project list for an overview of several projects

The project list is a helpful tool, e.g. for your weekly project meeting. How is the project progressing? Which project manager works on which projects? Which projects have not yet been commissioned or have even been canceled? How many hours have we already worked on ongoing projects? The project list answers these and other questions with just one click.

Projects as cost centers

In addition to the organizational purpose, projects also have the option to be cost centers. Your consulting project with the customer is then open to in-house contributions (recording the time of your employees) and external services (incoming invoices from subcontractors).

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Outgoing invoices are also assigned to the project and provide a complete overview of project controlling or the contribution margin.

Project Management/Projects as Organizational Unit

Feature overview

Single, collective and internal projects

Distribution lists for project teams

Any number of commercial orders possible in a project

Automatic management of project participants

Individual design of the project desk

Transforming order into project

Individual fields for the project mask

Project list with sorting, filtering and grouping functions

Project-specific addresses, e.g. construction site or training location

Recording of own and external services

Industry-specific forms

resource planning