Team Management Software

As a planning tool, Inof At Hand is  outstanding for use as team management software. IAH tracks time booked to project tasks and manages resources assigned to the project.

Within info@hand, project management is tracked and presented by providing a main page displaying various topic panels: 

• A main panel containing summary information about the project
• Project profitability is viewed by a financial information panel that contains summaries of both expected and actual costs providing a basis to compare against the tracked revenue for each month of the project.  
• A number of sub-panels linking in related information

Reviewing Project Management Tools

Common team management software processes are also presented in sub-panels and labeled Open Activities lists, History, Contacts, Documents and Opportunities.

Also included is this special sub-panel is Project Tasks.

Project tasks include information about the start and due date for each assigned task, the resources assigned to the task, the utilization percentage for those resources assigned to this task (can be more than one), and the hourly cost for those resource(s) on this task. By default the standard hourly cost used is derived from their HR profile.

Total Team Management Software

Standard to only a few project management and planning tools, when a project task is active assigned resources may book time to the project and to that project task specifically. At the end of each time period, assigned resources file timesheets, which automatically include all time they have booked to projects or service cases during that time period.

Once their timesheets are approved, the costs for their work accrue to the project and are displayed on the project's summary table of costs and income. With a single mouse click, the user has an invoice open with all billable hours detailed on it, ready to print or email. And a project's as-yet-unbilled booked hours may be invoiced at any time.

Resource Time Planning

The Company Calendar shows a table of all company resources, their specific project assignments, and their overall utilization percentages when the "Show Project Assignments" checkbox is selected.

Customers may collaborate on projects via the Customer Portal, checking on the progress and anticipated completion dates of tasks, uploading or downloading project documents, and accessing contact information for project members.

Sales Team Management - Report Designer & Generator: 

As businesses get larger and their data becomes more complex. A capable reporting system is a fundamental requirement of any successful project management software.

Within info@hand the reports module shows a list of available sales management and project management reports. Simply click on the name of a particular report to run that report, or to see the archived results of previous runs of that report. Each report listed shows its name, the principal module on which it reports, when it was last run, when it was last modified, and if it is set to run manually, interactively or automatically on a timed basis. Any scheduled report, such as sales team management reports, may be automatically emailed to a distribution list. Just imagine - your project management and planning tool emails your project and team reports without being asked!

A number of other predefined standard team management software reports are included with the IAH Project Management module, and new report designs are easily developed and saved for repeated future use.   

Reports can include multiple sort keys, grouping, filters, and may relate data in multiple modules. Acrobat PDF documents may be created from any report, and report data may also be exported to several common file formats including CSV and HTML. 

Reports may also generate charts of their data, and these charts may then be added to your Personal Dashboard.