GALLERY - SCREENSHOTS
Gantt chartGantt charts clearly show tasks start and finish dates as well as their inter-relationships and resource assignments. They are simple to understand and easy to change. That's why they are a preferred information media for senior managers.
Gantt charts can be displayed in different levels of detail (from days to years) and summary tasks can be collapsed to prevent information clutter. Instant Team supports distribution of large charts to several pages horizontally as well as vertically during printing (tiling).
Resource utilizationTo obtain an optimum overview of the utilization of individual resources across all projects and to resolve their possible overloading, the Resource Utilization report is split into two parts. The upper report contains the nested Utilization Detail report and the lower report contains the Total Utilization report.
Report Utilization Detail shows resource utilization across projects. Individual planned activities (tasks, meetings and absences) are grouped here by resources for the time period displayed. In addition to a good overview of each resource’s utilization, this report allows you to easily see what specific activities these resources should work on within a given period of time.
Report Total Utilization shows resource utilization by tasks, meetings or absences, free resource capacity, and time for which a resource is overloading in the form of a stacked bar graph.
The level of detail can be set to days, weeks, months, quarters or years. Information on any resource can be expanded to show individual resource´s tasks scheduled witin the displayed time interval. For better clarity the individual cells of the table are color highlighted.
Critical pathThe critical path is a sequence of follow-up tasks (critical tasks) in the project such that if they become delayed they will delay the completion of the entire project. But also conversely by reducing the duration of a critical task, we can achieve a decrease in the duration of the whole project.
Therefore, critical path analysis is important to find ways of reducing the end time of a project and to identify the riskiest tasks for the project to succeed.
Acceptance and approving tasksResource owners have their tasks clearly sorted according to their urgency. New tasks assigned to them are first taken over and then sent for approval after completion.
Financial managementYou can enter hourly rates for the project resources or even individual task and/or cost of material into Instant Team and it then automatically calculates planned and actual costs for the project. Furthermore, you can display timing of the cost accrual in a handy cash-flow chart.
CalendarCalendar shows scheduled tasks day by day (in the daily, weekly and monthly views) or month by month (in quarterly and yearly views). Tasks can be filtered by project and resource to ease orientation.
Baseline planInstant Team allows you to save your actual project plan, planned effort and costs into an unlimited number of baseline plans that are then available for comparison to the actual plan or to each other.
Graphical comparison is available in the project window as individual dashboard that displays duration, effort and cost variance and percent incomplete of the project.
A detailed comparison is available in the form of a Gantt chart and overview report for a selected project or for the entire project portfolio.
TimesheetsThe basic tool for filling in timesheets is to create so called timesheet items, in which you can report work time spent on individual tasks. Each item contains in the title information about what task it belongs to, who is the owner, type of the item, and the time period.
Absences planningInstant Team contains a report for planning absence of resources (such as vacations or illness) that helps to plan resource utilization. Resource owners can create requests that can be further approved.
Customer relationship managementWhen you turn on "Customer Relationship Management" in workgroup settings, users in the role of "Salesperson" can start to manage accounts, contacts, leads and business opportunities in Instant Team.
Developing opportunitiesThe successful realization of business opportunities, such as getting a new customer, offering additional services or extending cooperation with existing customers, forms the basis of Customer Relationship Management activities. Instant Team allows you to track and evaluate the number, status and financial volume of business cases and their individual steps for the selected time period.
Account and contact managementKeeping an up-to-date and comprehensive database of accounts that you deal with as well as the contacts whitin them and communication with them is an integral part of customer relationship management.