PROJECTO > Features

 

Spend less time on administrative and reporting tasks and more time identifying ways to decrease cost, reduce risk, and improve performance.

Built from the owner’s point of view, Projecto gives owners’ teams the tools and information they need to simplify all phases of capital planning and project management.

Here’s why you’ll love Projecto.

 
Centralize Your Project Management

CENTRALIZE YOUR PROJECT MANAGEMENT

· Oversee all your projects and related information in a single, consistent, centralized location 

· Get at-a-glance visibility into the status of each project. 

· Find, sort, and report a list of any projects you want in only a few clicks 

· Quickly see and share financial snapshots  

 

GATHER INSIGHTS INTO YOUR PROJECTS 

  • Quickly access status summaries, construction issues, and financial snapshots 

  • Find and compare project totals by project manager, department, type, phase, cost center, capital vs. expense, location, or any other field 

  • Report on single projects, a set of projects based on your own criteria, or prepare executive-level summaries of data by any number of categories. 

ROBUST REPORTING AND INFORMATION SHARING 

  • Access hundreds of off-the-shelf pre-formatted, consistent, and professional reports 

  • Schedule reports in advance for regular delivery to designated individuals or teams 

  • Create custom reports suited to your organization’s needs 

  • Customizable dashboards and KPIs 

 
Projecto screenshot - Project Costs

MANAGE YOUR PROJECTS’ ENTIRE FINANCIAL LIFECYCLE

· Track all project costs—contracts, POs, COs, and invoices—through direct entry or integrating with your accounting software 

· Configure your own budget, cost, and accounting categories 

· Manage from initial project requests to drafting long-range capital planning scenarios 

 

BUDGETING MADE EASY 

  • Easily create initial budgets from configurable templates, manage revisions, and store snapshots  

  • Build project budgets based on historical project costs per square foot 

  • Mange budget revisions immediately or through configurable forms and approval routing 

  • Create budget snapshots to analyze and compare the evolution of a project 

MORE ACCURATE CASH FLOW FORECASTING 

  • Prepare automated cashflow forecasts based on budget, actuals, and schedule 

  • Take control of funding and projected cashflow management to manage the spread of funds and costs and keep your projects moving efficiently 

  • Foresee different scenarios and precisely predict what cash will be coming in and going out over a specific period of time 

 
Projecto screenshot - Project Detail, Schedule tab

PROJECT SCHEDULES FOR THE OWNER’S VIEW 

· Project schedules designed for building owners – with just the details you need 

· View the master project schedule across all projects and phases 

· Configure custom “rollup” phases to organize and color code all your projects’ schedules according to your own organization’s key phases 

· Import schedules from other popular formats 

 

STREAMLINE TEAM COLLABORATION AND COMMUNICATION 

  • Keep your project teams and partners on track with centralized communication and collaboration  

  • Manage RFIs and your complete change order process 

  • Robust document management and sharing 

BID SMARTER WITH BID MANAGEMENT 

  • Manage your complete RFP process 

  • Prepare and issue bids and documents 

  • Centrally manage questions and clarifications 

  • Score and analyze results, and recommend and award bids 

 
Projecto software on laptop, tablet, and mobile phone

WEB-BASED INTERFACES AND MOBILE APPS 

· Web portal for third- party vendors to manage submittals and tasks 

· Project Manager and Project Executive mobile access 

· Web portal for your capital project requests for your company staff 

· Instantly publish project information to your department web site for executives, owner-users, and stakeholders 

· Check on your projects when you’re in the office or at the project site  

 

ENTERPRISE SINGLE SIGN-ON SECURITY 

  • Integrate with your company’s network logins to eliminate the need for separate accounts 

  • Available for Pro application, web, and mobile 

Additional Features

  • Share the vast data in Projecto by exporting data for supporting other solutions in your organization – including accounting systems and business intelligence platforms 

  • Group and aggregate projects into Families 

  • Track engagement with diverse and disadvantaged companies 

  • Gather electronic signature and approvals via DocuSign™ 

 
 

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