Business/Project Management Software By BASEBUILDERS

Transcription

1 præsto AE Business/Project Management Software By BASEBUILDERS ios Everything from Project Tracking to Time Slips to Invoices to . Praesto AE makes Managing your Projects and Business SIMPLE. Even on the GO!

2 Do you struggle to keep all the plates spinning as you manage more and more projects? Are you overwhelmed with all the requests from your clients and demand on your time? Are you looking for a tool that will help you better manage your projects and make your firm more profitable? Your solution is here... Introducing Praesto AE! Praesto AE (Architects and Engineers) is a unique product created by architects and engineers for the AE office. Praesto is the original project management solution designed with you in mind. Its first mission is to increase efficiencies and profits, its second is to make project documentation and historical data retrieval simple and useful. Development of Praesto began in the mid 1990s as a simple project list and through feedback and input from our client base it has become a very robust tool. Praesto integrates your proposals, projects, tasks, milestones, time slips, documents, invoicing, resource management, CA Logs and more into a single solution. This integration allows you to have real time data about project status, employee efficiency, and many other functions. More importantly, the institutional memory of your firm will be captured and stored in a searchable database for easy access. This becomes invaluable as time goes by and personnel changes occur. Praesto is the ultimate tracking and organizational tool assisting architectural and engineering firms around the globe. Integration with QuickBooks Praesto integrates with QuickBooks by pushing items like Clients, Projects, Invoices, and Time Slips into QuickBooks. It also pulls data out of QuickBooks so if you already have a list of clients in QuickBooks you can import them right into Praesto - no re-entering of data. Praesto enables you to run project centric reports that are more informational than those you can get from QuickBooks alone. præsto Clients Projects Time Slips Invoices Receipts Pay Requests Pay Outs Vendor Bills Vendor Payments More... For use with QuickBooks US Versions: QuickBooks Simple Start, Pro, Premier/Accountant and Enterprise For use with QuickBooks UK, Canadian, and Australian Versions: QuickBooks Pro, Premier/Accountant and Enterprise

3 Dashboard The Dashboard provides each user with a snap shot of their Companies and Contacts, Tasks, Projects, Documents, and finally their Time Slips. No more excuses for not keeping their time slips up to date. With up to date time slips you will have real-time knowledge of how your projects stand. View a list of your projects and their upcoming Milestones. Now you have a clear picture of which projects need your attention. Praesto has several additional list views where you can see project tracking data, hours budgeted vs. hours spent, or general information such as the client and your assigned project manager. Milestones Analyzer The built in Analyzer will track the progress of your projects along with your internal costs to tell you how your projects are doing. At a glance you will know which projects are on schedule and which are not. You will also see if you are On, Under or Over Budget. Seeing these things early in a project gives you time to react and make any necessary corrections.

4 Project Time You re selling your time right? Praesto will make your staff more efficient so billable hours are maximized. Monitor where time is being spent on your projects. This snap shot breaks your time by Phase, Billing Rate, and Employee. You can also run various reports to further analyze where time is being spent. At a glance you see your gross fees, consultants, and net fees. What you have billed, received, and paid out. You are also shown your gross and net profits both on an accrual and cash basis. There is even an area to forecast your future invoicing so you can get a picture of your up coming cash flow. Project Fees Notes (Electronic Diary) Keep a detailed record of events for each project. Notes lets you record every important conversation, phone call, or other communication you have on your projects - and it is fully searchable. You can even enter project thoughts and ideas and create a followup task for any entry. Every entry is date and time stamped. Many of our clients call this the CYA module.

5 Proposals Want to chase new work effectively? Use the Proposals module to build your fees, track each job you are pursuing, and when you land the job you can convert it to a project with a single click! It will tell you what percentage of your fees is going out to consultants plus several matrix numbers such as your fee as a percentage of construction costs and your fee per square foot or square meter. See how many proposals are open, won or lost. How much work is in the pipeline and what is the likelihood that you will win any open proposals. Now you will have quantitative information about your marketing efforts. Proposals List Invoicing Invoicing has been made simple! Praesto will generate your invoices and can combine your fixed fee, hourly, reimbursable, and vendors onto a single document. Time Slips flow directly to your invoice so you won t be wasting time getting your hourly items totaled and entered. You can even run client statements with just a couple clicks of the mouse. If the pre-defined invoices don t quite match what you are used to, you can have us customize your solution. Deliver Invoices and Statements via .

6 CRM Customer Relationship Management We don t even charge extra for this. In the Address Book you can see every Note, Document, and Task that has been associated with a client or contact. Keep notes on your contacts when you are chasing work and create a followup task from any note entered. Correspondence Documents Stop wasting time filling out Transmittals, Fax cover sheets, writing memos and letters. Let Praesto do the work for you in a snap. Praesto even handles your s. Archive every and link it to your projects for quick retrieval. Every word of every document is fully searchable so you can find what you need in an instant. Ask About Customization Praesto comes with a great set of documents but we understand that you may have your own idea of perfection. If you need a custom look or font for your documents we can build a set specifically for you!

7 Project Tracking Create tracking fields to log and organize your work. You can search and sort on these fields as well as run summary reports to see where your fees and profits come from. Do you make more money on DesignBuild or Plan-Spec? Perhaps you want to compare your privately funded to your publicly funded. These type of reports will help you identify your most profitable segments of work. There is no limit to the number of tracking fields that you create so build the solution that contains information that s important to YOU. Project Ratios Track your fees and measure them by various ratios such as as a percentage of construction costs, fee per area, fee per hour spent or fee per drawing. Use these ratios to evaluate current work as well as when setting fees for new work. These ratios will empower you to predict your profits going into a project rather that waiting until you are coming out to see how you did. Project Profits Praesto allows you to view your project profits. You will see project by project both your gross and net profits. You can also see the Max possible profit - this is your best case scenario if you can complete the project with no additional costs.

8 Project Management Customizable information tracking fields for searching, sorting, and reporting Track project progress against projections Assign staff to projects Create and track milestones Assign consultants and vendors to projects Manage billing by phase Log for tracking Construction Administration documents such as RFIs, Submittals, and Supplemental Instructions. Tasks Create master checklists for importing into projects Create custom tasks and assign to staff at any time quickly and easily Organize task lists by project, category, assignee, or due date Correspondence Creates searchable project correspondence Search for documents by project, date, type, author, or content Forms for faxes, letters, memos, transmittals, and s Address Book Company and contact information is shared by all staff Instantly update everyone with additions, moves, or changes Company and contact data flows to forms and correspondence Time Tracking Monitor budgets vs actual hours Track billable and non-billable activities Report time by staff, project, phase, or activity Fees and Invoicing Report project financials by client, staff, project type, etc. Track open invoices Analyze profitability Forecast future invoicing Send client statements Consultants & Vendors Track consultants, pay requests, and payouts Track vendors, bills, and payments Schedule your web demo today by calling toll free: (866) Find out how Praesto can make your staff more productive and your firm more profitable. We Guarantee It! OUR GUARANTEE We guarantee your 100% satisfaction with Praesto AE. If within the first 90 days you are not completely satisfied, simply return our materials and we will refund 100% of your investment period. BASEBUILDERS Makers of Smart Management Tools for Architects and Engineers W Plumb Lane, Suite 520, Reno, NV (866) (775) QuickBooks is a registered trademark of Intuit Inc. in the United States and other countries. Copyright All Rights Reserved. Base Builders, LLC