MapleLeaf Projects MapleLeaf Projects

Transcription

1 MapleLeafProjects

2 Approach MapleLeafProjects is available as full fledged application which will meet major project and task management functionality. This is available with source code so that we can customize it as per our requirements. Customization requires extra efforts in terms of development (coding and testing). Corporate calendar is available as separate application. This can be purchased, customized/configured as per requirements and integrated with Time Sheet Management application. HR approval process, i.e. if employee change some parameters like birth date, address etc it should go to admin for approval. This process is not available out of box but can be made available as part o customization process. Expense management module is available with MapleLeafProjects application. This can be enabled without any extra effort and it will be an useful tool to have.

3 Time tracking tools Despite budget restraints, modern, practical employee project management software and time tracking tools must be incorporated in work environments to gain knowledge and achieve improved resource performance. Online MapleLeafProjects allows automatic data classification and analysis to be used for improved time management and productivity practices. Ways in which a company may seek to reduce or avoid different types of costs when implementing a new system is also important in the calculation of the ROI.

4 Time tracking tools Most project management and expense gathering applications require a great deal of initial setup, maintenance and training. Even in a small company, it is often recommended that a period of 3 days or more be set aside for installation, deployment and training. In the case where an Excel timesheet template is used, additional time is required to properly format the excel timesheet, develop the training material and continually update the information. In larger organizations, several files are required to keep the process simple however; consolidating the information across multiple departments and locations is labor-intensive. MapleLeafProjects online timesheet software provides easy deployment because of the quick install at the server location only. Population of the database can easily be migrated from existing systems using the import function or integration. It can be used, for example, to quickly bring HR, project management, and other data into MapleLeafProjects online time tracking software.

5 MS Office Style Scheduler (Customization Required) Appointment Customization Easily customizable appearance of each appointment. Specialized events enable you to add images and modify the appointment body text. Templates allow static content or custom controls for extended functionality. Views Wide selection of views. View data in Day, Work Week, Week, Month (Multi-Week) and Timeline views. Reminders Pop-up reminders for appointments with the option to snooze or dismiss. Recurring Appointments Create repetitive appointments based upon a specific pattern. Six types of recurrence are available: minutely, hourly, daily, weekly, monthly, and yearly. Different recurrence scenarios and recurrence chains are correctly handled.

6 High Level Features Simple Project Management and Time Tracking Daily and Weekly time sheet Billable and non-billable tasks Reminders and notifications 6 Types of customizable approver types (Administrator, Team Lead, Project Manager, Specific Employee, External Client, Employee Manager) Tracking of different types of time records like standard, overtime etc. Expense Tracking Track expenses and mileage as common records Mark expenses as billable, reimbursable Expense accounts, types, and trips Full multi-currency expense tracking. Area based tax calculation.

7 High Level Features Project Planning and Project Management To-do tasks Forecasted duration, Actual work, % complete Project costing, budgets, actual, remaining costs File attachments for tasks Fully customizable Web based timesheet application Integration with Active Directory CSV Import / Export Customizable reporting. Full multi-currency time and expense management.

8 Quick Tour Web based interface Available in online and on-premises version. Full multi-currency time and expense tracking. Timesheet Periods (Day View, Week View, Bi-Weekly, Semi-Monthly, Monthly). Task Management Approvals Billing rate setup profiles. Project tracking. Template driven projects. Custom Reporting. QuickBooks Import/Export.

9 Multi-Branch / Location Based Setup Fully multi branch / multi location setup Setup employees in different branches.

10 MapleLeafProjects Dashboard MapleLeafProjects dashboard screen with my tasks and my reports tasks list.

11 Task Management And Tracking Full hierarchy based task management. Billable / non-billable task tracking. Phase based task setup.

12 Employee Management Department / location based employees management. Billing Rate / Employee Rate definition. Role based security for showing up only related information to logged-in employee/user.

13 Time Entry Week-View Time entry week view with approval status icons.

14 Time Entry Day-View Time entry day view with approval status icons.

15 Time Entry Week-View (With start/end time) Time entry week view with start and time. Start and End Time can be enable in timesheet using MapleLeafProjects application preferences.

16 Time Entry Day-View (With start/end time) Time entry day view with start and time. Start and End Time can be enable in timesheet using MapleLeafProjects application preferences.

17 Time Entry Week-View (With client selection) Time entry week-view with client selection enabled. Client selection can be enabled using option available in MapleLeafProjects application preferences..

18 Timesheet Period Customization Timesheet period customization supports 5 types of periods with different validations. Following period types can be customized by admin as per their own requirements. Daily Timesheet Weekly Timesheet Bi-Weekly Timesheet Semi-Monthly Timesheet (Configurable semi-monthly period start day and end day) Monthly Timesheet (Configurable month start day and end day).

19 Timesheet Approval Five different types of customizable approval workflows. An approver can be either manager, team lead, project manager, external client user, any specific employee and administrator..

20 Time Entry Day-View With Work Type Field

21 Expense Entry Expense Entry with reimbursement tracking. Attaching receipts with expense entry. Expense approval workflow. Complete tax management. Powerful reporting. Billable / Non-billable tracking..

22 Expense Approval Five different types of customizable approval workflows. An approver can be either manager, team lead, project manager, external client user, any specific employee and administrator..

23 Powerful Customizable Reports

24 Powerful reports with filters, export All reports can be export to PDF, XLS, CSV and other common use file types..

25 Powerful Administration Options Powerful administration tools for managing your whole organization..

26 Application preferences and options MapleLeafProjects preferences options allow customization of some very commonly used application settings includes culture and formats, language, company logo etc...

27 Notification Preferences notification preferences allow users to enable/disable different notifications.

28 MapleLeafProjects Development Roadmap Graph and charts. Time Off Management, Time-Off tracking, Time-Off Booking. Integration with Microsoft Project. Option to allow Managers and Admin to edit timesheet of other users. Audit Trail (Time Entry and Expense Entry) DCCA Compliance Locked In/Out option: Will allow administrators to require users punch in and out rather than entering their time manually. Users punch in and out to add rows, giving each row an "In" and "Out" time that cannot be edited, ensuring the most accurate data. Statutory Holidays for the user's location appear automatically on their timesheet screen.

29 Project Tracking And Management Project / task tracking. Project phases/ milestone management. Management of project resources.

30 Billing Rate Management Four different types of billing rate selection options configurable at project level. MapleLeafProjects also allow history based billing rate in order to apply date range based billing rate. 1.Employee own billing rate (Pick billing rate defined in employee profile). Useful when your employees or contractors are working in same billing rate even for multiple project. 2.Project based employee billing rate (Pick billing rate defined for each separate employee / contractor at project level). Useful when contractors or employees are working with different rates on different projects..

31 Billing Rate Management 3.Project Role based billing rate (Pick billing rate defined in role based billing setup done at project level. Project Manager can assign employees to these project based roles). Example can be 1.Development Manager (US$ 120 per hour) 2.Project Manager (US$ 160 per hour) 3.QA (US$ 60 per hour) 4.Task based billing rate (Pick billing rate defined at project task level). Example of that task based billing rate is 1.UI Design / HTML / CSS (US$ 80 per hour) 2.C# Coding (US$ 100 per hour) 3.QA (US$ 120 per hour).

32 Billing Rate Type Selection At Project Level Billing Rate Type selection at project level..

33 Separate Billing Rates For Separate Work Types MapleLeafProjects allows setting up separate billing rate for separate billing rate. Example of separate [work type] based billing rate is that a single consultant can be charged to client for different types of [work types]. If he is working 8 hours per day, then billing rate should be standard billing rate of that consultant. If hours are more than 8 per day, then overtime rate should be charged to client for those additional hours. Client A Project A Consultant 1 (Standard: US$ 60 per hour) (Overtime: US$ 90 per hour) (On Travel: US$ 60 per hour) Administrator can enable Work Type field using application preferences. MapleLeafProjects then pick billing rate based on work type defined in time entry..

34 MapleLeafProjects Invoicing With all the hours and expenses your business has tracked with MapleLeafProjects, you can literally create an invoice with just a couple of clicks. MapleLeafProjects does all the work for you in retrieving and organizing all your billable hours, so billing is easy, accurate, and fast. Once an invoice is created, the invoice dashboard keeps track of all open invoices -so you can quickly find. out your account receivables and track your revenue. Filter through and see what each client is bringing in, or what you have made last quarter, with just a single click. With multi-currency invoicing, you can send and track invoices with flexibility..

35 MapleLeafProjects Attendance Recording Attendance allow employee to record all employees / contractors to enter their arrival and departure time in MapleLeafProjects. Using attendance record, administrator can track availability of employee within organization. Attendance option can be disable from [Time Entry Day View] using Role based permission..