Project Management

Manage and track customers, projects, tasks and work hours

The system is comprised of the following modules:
  1. Dashboard* - one-glance overview of all the projects, tasks and issues, with color-coded indicators.
  2. Customers - enter and manage customer details. Because the information is kept in a regular SharePoint list, you can extend it to better suit your needs at any time, without even taking the system offline!
  3. Projects - enter and manage projects, including assigned employees, hour reporting, budget control and status. The list is color-coded, so you can notice problem at a glance!
  4. Tasks - subdivide your projects into tasks and track each task separately. Know instantly which task is within budget and which is problematic. Tasks are added directly from within the project, so you never lose context!
  5. Work Hours - allow your employees to report the work hours spent on each project. You can extend the list with your own columns, such as manager approval or overtime reporting.
  6. Reports - view reports of the entered information. You can view the total of workhours submitted by any employee, as well as see a color indicator of the project current status vs the budgeted hours.
You can enhance the system even further by adding alerts (using Smart Alert Pro) and print-out (using Smart Print Pro).
* included in the on-premises version, can be added in the cloud using provided app parts.

Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.

All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.

This business process is available for download as a self-installing, self-configuring site template for SharePoint Foundation 4.0/5.0 (SharePoint 2010-2016). The template itself is free to use, but it is based on our commercial product - UltimateForms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.

Free Template Application

This solution is free to use, modify and re-purpose. UltimateForms is required to be licensed within your whole farm or only within one website

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Site Template

Applications are self-installing, self-configuring site template. All the necessary configurations are done automatically.


Facing difficulties downloading the application? Contact our fantastic support team.

support@infowisesolutions.com

Try for Free!

No credit card required. No setup fees. No obligation



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Free Template Application

This solution is free to use, modify and re-purpose. UltimateForms is required to be licensed within your whole farm or only within one website

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Site Template

Applications are regular SharePoint site templates. All the necessary configurations are done automatically by Template Manager.


Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Try for Free!

No credit card required. No setup fees. No obligation