PROJECTS
Automation of processes in project management
AUTOMATION
Manage all key stages for each project in an integrated manner
Optimizing project management processes is essential for maintaining control over key indicators, maximizing profitability and meeting deadlines, regardless of their complexity.
Senior Software’s integrated solutions allow for complete project monitoring, from budgeting to timekeeping and invoicing. In addition:
- Visualize project progress and costs in real time
- Set billing rates based on activity
- Send work orders and timesheets, from anywhere
- Efficiently manage costs and forecast budgets
- Simplify the process of entering time-related data
BUDGETING
Optimize project budgeting processes
The budgeting solution provides complete visibility into the profitability of projects, from industries such as engineering, marketing, consulting and more. Through it, companies can plan, track and adjust budgets based on the activities carried out, the resources involved and the objectives set. Thus, organizations can increase project performance by:
- Allocating all necessary costs for each project
- Adding and modifying budget forecasts, directly from the ERP
- Comparing revenues for each financial year
- Monitoring costs related to materials, labor, services, etc.
- Defining billing rules based on predefined formulas
COST MANAGEMENT
Get an overview of all costs associated with a project
Senior Software’s project management solution allows real-time monitoring of all project costs, from material and labor costs to services and goods. The platform provides advanced financial control and a clear picture of profitability, facilitating data-driven strategic decision-making.
Automatic recording
Intelligent allocation
Comparison of estimated
Generation of detailed
Management of risks
Automatic calculation
Recording of transactions
Tracking expenses
ADVANCED INVOICING
Flexible and efficient invoicing for any type of project
Regardless of the complexity of the project, the ERP system gives you full control and flexibility in managing all invoicing scenarios. In addition, it allows the application of various calculation methods and the definition of personalized rules adapted to each contract or client. Thus, you can quickly issue correct invoices, easily cancel or correct errors and maintain total financial transparency.
- Values
- Rules
- Rates
- Cancellation
- Set projects to be invoiced according to the cost plus method or based on a fixed cost established contractually
- Apply the value at the client level, service category or according to the work performed
- Configure personalized rules for progressive invoicing, based on stages or time intervals
- Adjust the invoicing values in real time according to the changes in the project, such as resources, deadlines, costs
- Manage change orders to adapt the invoiced values according to the changes requested by the client
The system allows the definition of complex billing scenarios, the automation of repetitive processes and the complete integration of revenues into accounting, depending on deliverables, stages or contractual terms.
- Manages the most advanced billing rules
- Automates repetitive processes and ensures the correctness of issued documents
- Easily calculates the revenue generated for each stage of the project and integrates data into the accounting system
- Creates flexible billing rules
- Generates automatic notifications for the review and approval of invoices
To ensure efficient cost control and accurate revenue estimation, billing rates are configured based on activities and projects, thus allowing precise resource allocation and detailed tracking of the financial performance of each project.
- Defines costs based on criteria such as: employee, role, project, task or rate type (standard, preferential, contractual)
- Ensures traceability and control over internal costs and estimated revenues, using automated timesheets
- Establishes policies for periodic rate updates, based on competencies or contract renegotiations
- Allows the definition of multiple rates for the same service, based on client or contract type
To correct incorrectly issued invoices, uninvoiced transactions can be canceled and re-invoiced based on existing rules, while respecting compliance and maintaining a complete history of changes.
- If an invoice was generated and applied incorrectly, it can be canceled and regenerated
- Regenerate billing documents based on existing rules and data, ensuring compliance
- Keep a history of changes and justifications for each adjustment, in accordance with financial policies
- Compare actual costs directly in ERP with initial or revised and forecasted costs for each period
- Create change orders along with all related documentation, including the income and expense budget
TIMESHEET
Ensures a fully automated time management process
- Complete timesheets directly from the browser or mobile app
- Direct associations between worked hours and assigned tasks or projects
- Configure internal rules regarding employee working time
- Validate timesheets through flexible approval flows, directly from the platform
- Automatic notifications for managers and quick approval or rejection options
- Integrate with extensive HR and accounting systems, for centralized management
EXPENSE MANAGEMENT
Optimize expense management through automation and advanced financial control
Efficient expense management is essential for maintaining financial control and optimal resource utilization. The ERP solution automates and simplifies the processes of recording, processing and analyzing expenses, integrating advanced technologies for increased efficiency and transparency.
Issuing receipts
Supporting documents
Automatic notifications
Change orders
Spending rules
Advanced security
BUSINESS INTELLIGENCE
Analyze project performance in real time
Monitoring project performance is essential for efficient management, budget compliance, and achieving strategic objectives. By integrating data from various sources and presenting them in configurable dashboards, managers can make informed and fast decisions to ensure project success.
- Create dashboards adapted to the structure of each project
- Centralized reporting of costs, revenues, and margins
- Analyze the evolution of performance indicators (KPIs) in real time
- Generate comparative reports between active and completed projects
- Segment performance by phases, teams, or cost centers
- Quickly export and share analyses with management
- Optimize the decision-making process within projects
