Sr No.

Project Management and accounting features

1 Project/Sub project creation
2 Project beginning balance creation
3 Assigning the worker to project
4 Assigning the categories to project
5 Create or update a project by using Microsoft project
6 Creation of work breakdown structure(WBS)
7 Defining work breakdown structure template
8 Assigning the price group to a project
9 Assigning the price group to a project contract
10 Assigning the price group to a customer.
11 Estimation of project for Fixed-price or Investment project.
12 Creation of collabration workspace.
13 Linking of collabration workspace to project.
14 Managing cost price on the basis of Hour
15 Managing cost price on the basis of Expenses
16 Managing cost price on the basis of Intercompany hours
17 Setup sales price on Hour categories
18 Setup sales price on Expense categories
19 Setup sales price on Fees categories
20 Setup subsciption sales price
Project team and scheduling (To specify the type of role to add to a project team and the number
21 of workers in that role)
22 Project Contracts creation
23 Adding funding sources to a project contract
24 Adding funding limits to a project contract
25 Adding funding limits funding rules to a project contract
Setting up billing rules for project contracts such as on the basis of milestone, progress, time and
26 material, fees, unit of delievery.
27 Managing project resources
28 Maintaining the cost price/sales price as per the hour utilization and labour rate.
29 Defining worker competencies
30 Review resource availability
31 Item Requirement Journal
32 Project purchase requisition creation
33 Budget setup on project
34 Project purchase order
35 Project Sales Order
36 Project request for quotation
37 Project production order
38 Scheduling jobs and operations for production
39 Managing timesheet for worker
40 Posting timesheet and view subledger entries against it
41 Project forecasting
42 Forecasting project hour.
43 Forecasting project expense.
44 Forecasting project item.
45 Forecasting project fees.
46 Forecasting project On account.
47 Transfering the forecast values to ledger budget
48 Trasfering project quotation lines to forecast
49 Transfering WBS estimates to forecast
50 Adjustment of project transaction
51 Processing the project transaction to invoice proposal
52 Accuring revenue on time and material project
53 Capatalize cost on time and material project
54 Intercompany cutomer invoice creation
55 Creation and updation of on account journal
56 Project qotation creation
57 Associate grants with projects and funding sources through links to the project form
58 Enter and track changes to a grant as it transitions from one status to another
59 Enter and track costs, requested amounts, and awarded amounts.
60 Create master grants and associate subgrants with them
61 IOW import from excel
62 IOW header creation
63 IOW sub header creation
64 Setting up BOQ for project
65 RA bill generation against work order
66 Creation and posting of Item Journal
67 Creation and posting of Hour Journal
68 Creation and posting of expense Journal
69 Creation and posting of Fees Journal
70 Defining project management and accounting workflow
71 Project Advance group master creation
72 Project Advance type master creation
73 Project refund deduction group master creation
74 Project refund deduction type master creation
75 Project other deduction master creation
76 Project journal name master creation
77 Project journal approval master creation
78 Project journal description master creation
79 Project group master setup
80 Ledger posting setup for project group
81 Default offset account setup for expenses
82 Line properties master creation
83 Default setup for line properties as per group or project
84 Categories group master setup
85 Shared categories master setup
86 Project categories master setup
87 Defining transfer price for which worker is lent to the borrowing legal entity
88 Indirect cost component master setup
89 Indirect cost component group master setup
90 Setup rules to assign indirect cost component group.
91 Setting up project expense policies master
92 Setting up group of employees for project expense policy purpose
93 Creation of timesheet period master
94 Generation of periods in timesheet period master
95 Attaching the employees to the period
96 Setup for timesheet deligate information for all users
97 Forecast model master setup.
98 Period allocation keys master setup.
99 Cost template master setup.
100 Form note master setup
101 Attribute group master setup
102 Defining project roles
103 Setup project-category validation group.
104 Setup worker - project validation group.
105 Setup worker - project category validation group
106 Defining customer payment retention terms for account receivable
107 Create and manage vendor payment retentions terms
108 Setup project quotation template group
109 Setup types of grant customer
110 Setup grants type
111 Setup matching fund types for grant
112 Setup system wide settings for Microsoft project server integration
113 Review and activate solution that extend business process to the clouds
114 Create, update and delete external facing web pages.
115 Generate cost to complete
116 Delete old posted project journal for better performance and less disc space utilization
117 Copy forecast values to a new forecast
118 Delete values in project forecasts
119 Review projects budget and cary forward project budget amount.
120 Schedule resource manager workbench
121 Create commited cost entries for existing transaction
122 View statement for Budget Vs Actual
123 Generate report on all fields for project
124 Generate report on all fields for project contract
125 Generate report on sales price for hours, expense, fees and subsciptions transaction
126 Generate report on price group for project, project contract and customers
127 Generate report for setup validation on project
128 Generate report for setup validation on categories
129 Generate report for setup validation on employees
130 Generate report for validation on project and categories
131 Generate report for validation on project and employee
132 Generate report for validation on employee and categories
133 Generate report for posting setup for project and categories
134 Generate report for setup of line property
135 Generate report on project transactions
136 Work order and BOQ transaction detail report
137 Generate report on project transactions by categories
138 Generate report on project transactions by employees and/or items
139 Generate report on project forecast transactions by project
140 Generate report on project forecast transactions by category
141 Generate report on project forecast transactions by worker and item
142 Inquiry resource assignment
143 Inquiry resource assignment analysis
144 Generate report on project earning by project in specific period(project profit and loss)

145 Generate report on project earning by category in specific period(category profit and loss)
Generate report on project earning by employee and item in specific period(worker/item profit
146 and loss)

147 Generate report on project consumption by project in specific period(project consumption)

148 Generate report on project consumption by category in specific period(category consumption)

Generate report on project consumption by worker/item in specific period (worker/item
149 consumption)
150 Generate report on project WIP values by project in specific period(project WIP)
151 Generate report on project WIP values by category in specific period (category WIP)

152 Generate report on project WIP values by Employee/item in specific period (worker/item WIP)
153 Generate report on hourly rate per project (Project hour rate)
154 Generate report on hourly rate per category (category hour rate)
155 Generate report on hourly rate per employee (worker hour rate)
156 Generate report on project cash flow in specific period project wise (project cash flow)

157 Generate report on project cash flow in specific period category wise (Category cash flow)
Generate report on project cash flow in specific period employee and item wise (worker/item cash
158 flow)
159 Generate report on timesheet not fill
160 Generate report on project hour for billable utilization report
161 Generate report on category hour for billable utilization report
162 Generate report on worker hour for billable utilization report
163 Generate report on project hour for efficiency utilization report
164 Generate report on category hour for efficiency utilization report
165 Generate report on worker hour for efficiency utilization report
166 Generate report on invoice by project contract
167 Generate report on on-account report transactions
168 Generate report on commited cost in specific period
Generate report on project payroll allocation by project in specific period(project payroll
169 allocation)
Generate report on category payroll allocation by project in specific period(category payroll
170 allocation)
Generate report on employee payroll allocation by project in specific period(employee payroll
171 allocation)
172 Generates reports on project estimates
173 Generate reports for transaction ready for elimination
174 Generate reports on profit and loss of fixed price project
175 Generate reports on closing profile of fixed price project
176 Generate report on hour estimate of project
Generate reports on profit and loss transaction in production (Fixed price project- profit and loss
177 backlog)
 Generate reports on on-account transaction in production (Fixed price project- on-account
178 backlog)
179 Print customer payment retention transactions
180 Print vendor payment retention transactions
181 Print vendor invoice report with pay when paid
Use in existing system
Y Use in existing Count - Project Management and accounting features
Y N 160
N Y 21
Y Total Result 181
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%age
88%
12%
100%