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OfficeGT by BCA Technologies, Inc.
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The Office Productivity and Automation Solution
Productivity Is Our Business
 

 

 
project management reports
 
• Over 65 Business Reports that help Owners, managers, sales, service, project managers, secretaries and administrators be more productive.
• Export all reports to Word, Excel, PDF, html, Outlook e-mail
 
For Marketing & Sales:
View quotes, sales and service activities by person, customer, prospect, date, activity type, etc.  It is powerful information to see all the "touch points" with a contact by everyone in your organization while you are speaking or communicating with that customer.    With everyone contributing to the information, your organization can serve customers and relationships better. 
 
For Project Marketing & Sales:
Few integrated programs have project marketing features.  When marketing for new clients and projects, you track where each lead is in the sales process.  Then, when a proposal is requested, you must demonstrate experience in the type of project, your project manager's experience, and sometimes experience with the same client or type of client.  OfficeGT automatically tracks all this information so a quick click of the mouse will produce information for use in RFQ, RFPs, and proposals. 
 
Project Profile A one page report that shows a graphic and describes a project in detail.  Used for submitting on new projects.
Potential Projects Various reports that list all outstanding RFQs, Proposals, and Possible projects with contact information so that these leads can be followed up fast and easy.  Can be listed by Client, salesman, account manager, or project manager.
Project Experience Allows instantaneous access to experience lists that can win more projects. Various reports are included that can sort projects completed and in process for use in marketing packages.  Can sort projects by Project Code, Client, Employee, Project Manager. 
11 more!  
 
For Project Management:
Managing multiple projects in an office is no easy task.  For management, the big picture of all projects and resources needs to be easily accessible.  Project managers need detailed reports about their project's budget, schedule, budget vs. actual, time spent, and other project related information.  OfficeGT contains reports to fill all these needs.  Data can be sorted by PM, department, and project phase so that real-time analysis can be made to keep project on track - and on budget.
 
There are several Project Issues reports that allow project managers to track all issues that arise during the course of  a project.  You should see the manager's or client's face when you walk in with a professional report that lists all the to-do's that need to happen next on his/her project.  Or, you e-mail a vendor or sub-contractor a list of all they need to do and by when.  The OfficeGT Issues system provides a process - and the reports - necessary to better manage and control projects, while impressing everyone that you (and company) are so organized.
 
In most companies, project managers wear many hats including marketing to existing clients.  OfficeGT provides a single solution to track all their projects from possible project thru warranty to marketing.  The result is that project managers save 1-2 hours or more per week by simply organizing the multitude of information.
 
Over 22 Project Management Reports These reports provide the tools Project Managers need to manage multiple projects, issues, schedules, budgets, and other information.  PM reports can be sorted by PM, phase, department, and other ways to help the PM track and manage multiple projects and their issues quickly and easily.
 
For Bookkeeping
As you know, OfficeGT is not an accounting program.  It allows your accounting program to do company financials while OfficeGT makes everyone more productive - and more profitable.  However, OfficeGT does contain a few reports that many bookkeepers and controllers use to help them:
 
Vacation / Sick Time
This report shows the vacation and sick time used by each employee in detail, which eliminates any argument about how much and when time was taken..
Payroll Summary Report What a time-saver!  OfficeGT summarizes all the regular, overtime, sick, vacation, personal time in one easy to read report.  If you are using a payroll service - just fax this report to them.  If you do payroll in-house, just enter the time into your payroll system.
Time by Project Reports There are 3 reports that are used by many bookkeepers as the detailed backup on T&M projects.  They detail the dates, people, positions, rates, fee and NOTES for each time record - all without the bookkeeper having to enter them into an accounting system!   Print out this report, create an invoice in your accounting system with the total and note that says "See attached detailed breakout", and you have an ironclad invoice.
Billing Performance This is an extremely powerful report used to evaluate how much each employee is actually billing during a given time period.   In all the accounting systems used by project oriented companies, none have such a useful tool.
 
For Business Management
When you understand the power of everyone in the office contributing to contact, marketing, and project information, and then see the data summarized in management reports in real-time - you begin to see the power of OfficeGT.   In addition to all the reports listed above to help you know what is going on, there are other reports that help business managers and owners the tree top view of how the company -and people - are performing.
 
 
Billing Performance by Employee This is an extremely powerful report used to evaluate how much each employee is actually billing during a given time period.   In all the accounting systems used by project oriented companies, none have such a useful tool.
Open Issues by Employee This report summarizes all the open issues on a per-project basis.  A great management tool when reviewing the status of projects with employees.  It lets you know what is left to do on a project - and who needs to do it.
Open Issues for Company This Issues report shows all the open issues for the entire company.  What a great tool to see the tree-top view of where all active projects stand.  For example, you can see how many RFIs your company has open.
Active Project List Used by most companies as their "Monday staff meeting" tool, this report has a summary of all projects, next due date, PM, and Status.  The best part is that the PMs manage the data, and this report summarizes it.
Project Budget vs. Actual Summary These powerful reports remove all barriers to allowing project managers and teams access to how they stand on their budget.  It summarizes all the Time x billing rates vs. the original budget.  This allows PMs to meet budgets more often because they know where they stand.
Plus all the reports mentioned above! In summary, with one or two clicks, business managers and owners get sales, marketing, project, and other business information that allows them to make more informed business decisions - without having to

 

Easily Share Information These powerful reports help people share information faster and easier to improve the bottom line.  Imagine saving time and going paperless.  Each report can be exported to a variety of formats including PDF, Word, Excel, html, or text file types.  Or, you can directly e-mail the report to recipients.

Customize reports to meet your needs - Each report is designed in Seagate's Crystal Reports, used by millions of users and developers for business needs.  You may add new reports or modify existing reports using Seagate Crystal Reports or other report writing software.  You may also use Microsoft Access' built-in report designer to create new, custom reports.

If desired, BCA Technologies can add or customize reports for you.