Project Management: Difference between revisions

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*Sage Accounting provides access to advanced job functionality such as labor burden management, progress-based billing and subcontractor insurance tracking.
*Sage Accounting provides access to advanced job functionality such as labor burden management, progress-based billing and subcontractor insurance tracking.
Perfect for: Project managers


[[Category:Company]]
[[Category:Company]]

Revision as of 14:24, 8 December 2024

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the open-content collection that Flip City registered users can edit.
Information Wiki with 19 pages.
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5 Phases of a Project

Project Initiation

  • Defines project vision, goals, and objectives
  • Outlines clear milestones, project tasking and project timeline
  • Identifies potential risks and roadblocks throughout the project

Project Planning

  • Outlines an estimated budget and plan for resource management
  • Answers the "what", "how", and "when" of the project plan
  • Clarifies project scope

Project Execution

  • Monitors project status as actions are taken
  • Engages stakeholders and team members in open communication
  • Relies on predetermined systems to keep execution moving forward smoothly

Project Monitoring & Control

  • Tracks team performance against KPIs and goals
  • Compares projected budget and scope outlines against project progress in the status quo
  • Monitors quality of deliverables

Project Closure

  • Reflects on major wins and losses throughout the project lifecycle
  • Delivers final deliverables and project outcomes
  • Provides an opportunity for team reflection and discussion

Job Management

Sage 300

We rely on the Sage 300 product line to maintain all our accounting records and rely on the Jobs Module to Manage all Jobs

Manage Jobs

Manage Jobs

Go to Lists > Jobs to track your projects.

Job List

Review all jobs and visualize start and end dates and current status.

From the Job List window, reference the Tasks section to setup phases and cost codes.

Job Reporting

Reference the Reports section to access job-specific reporting. Click on the Job Profitability Report to determine margins for each project, job phase or cost code.

  • Sage Accounting provides access to advanced job functionality such as labor burden management, progress-based billing and subcontractor insurance tracking.