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).
Conflict resolution and resource utilizationThe Conflict Resolution report enables you to get a precise idea about the utilization of the individual resources across all projects and to resolve their possible overloading. It is split into two parts: the upper part contains an embedded report Plan by Resource and the lower one then contains the resource Utilization report.
Plan by Resource shows resource schedules across projects. The tasks are grouped here by the assigned resources and time range. In addition to giving you a good idea of resource utilization, this report makes it possible to display easily what activities the resources should be working on during a particular time range. The report also allows you to drag-and-drop tasks between the resources, making it easy to change task owners.
Resource utilization report simplifies identification of slack time and helps in resource reallocation decisions. It shows planned utilization, peak utilization and maximal units in the chart form for individual days or other time intervals and for individual resources.
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 planned within the displayed time interval.
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.