Projects Overview

Projects are the heart of WorkGuru. The core functionality of the WorkGuru project is to provide, in real-time, a single point of reference for:

• Project Details
  • Customer information - Both project and billing client and contacts.
  • Sales history - Lead and quote for the project's original scope of work.
  • Project schedule
  • Linked asset and project groups
• Project Actuals
  • Timesheets
  • Stock usage
  • Purchasing
• Project Financials
  • Invoices
  • Client and supplier credit notes
  • Project work in progress (WIP)
  • Project profitability
•  Project Management
  • Profit and Progress widgets
  • Task progress
  • Task schedule
  • Staff allocation
  • Project documents, files and notes
  • Forms

This allows a project manager the visibility to see the live profitability compared to the quote or forecast to ensure the project is on-time and on-budget. Ideally, the answer to any question from anyone when a project is in progress is tell WorkGuru exactly WHAT is happening WHEN it is happening.

Before creating a new project, its important to have considered the following considerations. How you structure the Tasks and Products on the projects greatly contribute to their ease of use capture actuals (time/materials) and invoicing.