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SoftSys Project
Enterprise 5.0 |
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![]() | Existing SoftSys Users: With SoftSys Inc. no longer in business, Evron is Canada's primary source of technical support and migration for existing SoftSys users. Contact Evron about SoftSys support ... Non-SoftSys Users:
Evron will help you find the ideal Project Costing
solution for your business. | ||
These
Pages are for reference purposes - SoftSys Inc. is no longer in business
A project costing suite for project-oriented businesses, SoftSys Project Enterprise 5.0 has full estimating and budget variance tracking capabilities. A robust Purchase Order module pulls items from the estimate bill of materials, creating committed costs and tying to the AP invoice entry module. The system contains flexible AR Invoicing functionality and a comprehensive Reports module. Time & Billing enables employees to enter their own time and submit timecards for approval before labor lands in the job. Audit trails track and store all transactions, which can be seamlessly batched to financial software. Best of all, SoftSys Project Enterprise is flexible and adaptable to suit your business requirements.
System
Manager
Customizable desktop by user and by function.
Detailed
permissions profiles - limit access to any function in the system.
Administrator tools, including a task editor and detailed usage tracking.
Project data
archiving capabilities.
Batch AR, AP and GL transactions seamlessly to financial software.
Import Employee, Customer data, Vendor price lists, Estimates and
Opening Balances from a spreadsheet file.
Full Multi-currency capabilities.
Precise, dependable transaction auditing ensures balanced transactions
and data integrity.
Independent fiscal calendar.
User defined working fiscal year and period.
Recognize Revenue by date, for one or more jobs at a time.
Export Project's Phases and Details to Microsoft Project for advanced
scheduling.
New on-line up-to-date help.
Tips of the Day.
Project Navigator
Percent Complete, Billings and Costs, or Completed Contract
Revenue Recognition.
Estimate, budget and active job comparison and variance tracking.
Link documents generated in other applications (e.g. drawings,
Word documents, etc.) to specific projects.
View and utilize dynamic Job Structure View as you work to quickly
navigate project phases and details.
12 character, user definable, alphanumeric job, phase and detail
numbers.
256 character descriptions for jobs, phases, and details.
Modify the labels in Project Navigator, including optional fields.
Divide projects and estimates into an unlimited number of phases
and details.
Accounts mapping at the detail level.
Set Access Rights for Individual Projects to protect sensitive
costing information.
Close Projects and Reopen for straggling Timecards, Receipts
and Invoices.
Resort any list box (e.g. materials) by clicking any column - right click
and print or export.
Use Start and Finish Dates at Project, Phase, and Detail Level.
Set specific job Material Markups - Override Customer and
Inventory Material Markups.
Percent complete reporting by material costs, labor costs, expense
costs, job hours, or man hours.
9 Optional Fields at the Project level.
4 Optional Fields at the Phase and Detail levels.
Fixed Cost, Cost Plus and Contract type Projects.
Estimates/Budgets
Create and
edit multiple estimates per project.
Import projects from your existing estimating package.
Create Detailed or Summary Estimates.
Create estimate bill of materials using price lists, inventory or on
the fly entry.
Create employee groups (e.g. engineer level 3 cost $50, price $100)
for quick estimates.
Use the estimate bill of materials to generate purchase orders.
Import Project and detail templates (job structures and/or costs) from
past estimated/completed jobs and details.
View on-hand material quantities and shortages when estimating.
Print customized Quote and Contract documents from estimates.
Quickly modify template costs and prices with updated inventory
information, or set a target selling price.
Create a budget automatically from the estimate when a customer
signs off on a quote.
Create, Print, and Import Change Orders to Projects.
View Change Order Detail in Estimate.
Generate Work Orders/Job Tickets from the estimate.
Include Overheads and Equipment rates in Estimates.
Active
Projects
Create jobs from scratch or based on an estimate.
Import Project Templates to active jobs, with accounts.
Import projects from a spreadsheet file.
Automatically populate active projects using PO, AP, Time & Billing, Inventory
Allocation.
Set and modify credit limit caps for customers, with over-credit tracking.
Quickly move
items from inventory into the job with the Inventory Allocator.
Allocation of Overhead burdens at Job and Detail Level.
Reallocate labor from one job to another using labor adjustment utility.
Quick variance
and percent complete reporting right in the project interface.
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