Feature List
Projects
Orders may be delivered directly or via a Project. At the first stage of order management, a finance quality check, the delivery manager is assigned and the order forwarded to them for delivery. At this stage, the order may be added to a project, or a new project created. The delivery manager may then allocate the order to a project manager if this is a different person. All orders that have a time element must be attached to projects.
The following specific business features are supported for Projects:
- Project attributes include, name, code, description, Project Manager, Customer Representative (a customer contact), billing currency and status.
- Projects can have tasks and sub-tasks defined for time-booking purposes.
- Tasks and sub-tasks can be activated/deactivated for time bookings and closed when complete to prevent further time bookings.
- Internal orders lead to internal projects (e.g. for R&D purposes).
- Projects are inherited by related invoices. Cross-project invoicing is not permitted.
- Fixed price work is released to invoicing by the project manager. Work-in-progress claims may be made at month-end for % of completion accounting treatment.
- Projects can support fixed price, time and materials and rate card services delivery models.
- Project charging can be in days or hours as driven by the order form and a project-level conversion algorithm.
- Where different charge rates are used, (role-based) individuals are mapped to rates at the project level.
- For rate card work, one task is created per rate and the charging is driven by the task chosen not the individual.
- Expenses can be charged to projects, these are routed to the project manager for approval.
- Invoicing against projects is driven by the project manager, see further invoicing features below.
- Project reporting includes expenditure against budget and (where used) expenditure vs work in progress claim.
- Fixed price, non-billable and internal orders pick up the division defaults for cost and profitability reporting.
- Billability is controlled by the project manager who can amend the billing element without changing the timesheet (booking element). These control actions include assigning time as non-billable even though it may have been entered as billable time. In this manner, the project manager is always in control of the financial recovery on the project.
- Time by task by name by period reports are available for upload to planning systems and as invoice back-up.
- Projects have a versionable document store for uploading and storing project documentation.
Security
Harmony supports role-based security profiles with the addition of account-level data access controls defined by responsibility links.
This enables tight control of enterprise data to be retained whilst still empowering users to manage their workload effectively.
Usability
Specific emphasis has been placed on usability features to make using Harmony a simple, intuitive and rewarding experience that delivers rich data access and process automation with the least effort and the maximum degree of flexibility.
Technology
The application is built using Datalogic Solutions’ MVC-based .net application framework that leverages a sophisticated core domain model and simplified user interface architecture to deliver speed and scalability even across narrow-bandwidth networks.
Integration
Various opportunities exist to integrate Harmony with a client’s existing control solutions to ease the project implementation and deliver meaningful change quickly. All integration solutions work at the divisional level so that a heterogeneous architecture can be supported without losing the benefits of enterprise-wide reporting from a single instance.
