Learn_More_About_allocPSA
About
allocPSA is a suite of integrated applications (a Professional Services Automation suite) designed for services-based organisations, allocPSA enables services organisations to achieve better profitability by improving staff efficiency through increased utilisation of productive time, better planning and integrated knowledge management.
Free Software
That's right. allocPSA is free. Libre. Zero Cost. No Licence Fees.
Streamline your Professional Services Business
allocPSA can streamline the process ofeffectively allocating staff resources to keyprojects, managing strategic initiatives at a granular level, and can offer a platform forprocess collaboration and knowledge reuse toany services organisation.
Complete Solution
allocPSA is a complete organisationwide business solution that attempts to integrate alldepartments and functions in a professional services company into a single computer system. allocPSA consists of numeroussoftware modules for business areas such as:resource planning, project management, time and expenses, integration with existinginvoicing, bookkeeping and payroll systems,fault, message, announcement, reminder and knowledge management, collaboration, services supply chain, human resourcesand staff skilling and certification,management of costcentres finance andaccounting, and information services. allocPSA offers integration between the modules, as well as an open architectureand integration with your existing billing processes and software.
Online. Web Based
allocPSA is an online, webbased suite. The core system can be deployed in lessthan an hour, and requires no workstation level software installation, as allocPSA works with almost any Internet-standard web browser. allocPSA can be used byhundreds of simultaneous users, within your Local Area Network, campus network, wireless network, Wide Area Network or as an extranet application by authorised personnel and partners from anywhere on the Internet.
Open Source. Absolute Freedom. Absolute Flexibility
allocPSA has been designed to offer your firm the ultimate in flexible deployment integration and ongoing control. To that end, the complete source code for allocPSA is supplied as a Affero General Public Licence open source. You are then able to extend, modify or maintain this code, should you so wish, or hire 3rd parties to undertake this work for you.
Features
allocPSA offers over a dozen major functional modules, including:
- Digital dashboard
- Project management
- Tasks
- Timesheets
- Financials
- CRM
- Item loans
- Personnel
- Calendaring
- Reminders
- Fault & issue tracking service desk
- Document management
- Reporting
Home - Digital Dashboard
- Onestop overview of user's daily/weekly calendar,
- company announcements,
- reminders,
- tasks,
- projects,
- cost-centre balances,
- overview of submitted or timesheets pending approval.
Project Management
- Contract, consultancy, implementation or other templates of projects.
- Customer contacts, information, budgets, timesheet authoriser.
- Document and file attachments.
- Projectwide reminders.
- Projectwide notes and modification history.
- Resource, internal and external rates.
- One or more project leaders who can review project status.
- Project activity graphs, showing overdue tasks.
- Timesheet history and comparison to budget estimates.
Tasks
- Implements tasks, subtasks, project phases, faults and messages.
- Unlimited number of tasks per project.
- Unlimited number of comments per task.
- Unlimited number of reminders/escalations per task
- Escalation regime for priority tasks not completed within time limits.
Timesheets
- Very flexible timesheet workflow engine.
- Allocation of timesheets on a perproject, per staff basis.
- Routes timesheets (and sends notification email) to specific project's managers for approval.
- Subsequently routes of timesheets (along with notification email) to financial administrators for invoicing/payroll.
Financials
- Staff, project and general costcentres, including transfer and tracking of funds between costcentre accounts.
- Importing and exporting of invoices/billing.
- Allocation of invoice payments to staff, project and general costcentres.
- Searching of invoices related to projects.
- Expense forms and claims for staff and projects.
- Supports repeat/cyclical expenses in cost centres.
- Reconciliation report.
- Integration with external payroll and accounting systems.
Clients - CRM
- Full customer company details
- Unlimited contacts per company
- Allocation of primary contact status
- Unlimited notes per company
- Unlimited document attachments
- Overview of projects undertaken for this company
- Actual and potential project revenue from this company
Item Loans
- Openended item loan, borrowing lists and overdue status
Personnel
- Unlimited number of staff resources/personnel.
- Information detail on availability.
- Flexible and powerful skills tracking engine, adaptable to any industry.
- Overview of resource allocation, tasks, overdue tasks etc
Calendaring/Reminders
- Week, fortnight and month overview of tasks, appointments and reminders.
- Project and tasklevel reminders.
- Cyclical repeat reminders
Reporting
- Completely openended report engine.
- Every field in the core component tables can be queried, filtered and exported.
Fault & Issue Tracking - Service Desk
- Integrated with the Projects and Task engine and therefore the timesheet system.
- Escalation engine sends email to specified staff on inactivity/overdue status.
Document Management
- Projectlevel document attachments.
- Customerlevel document attachments.
Speedlist
Allows for the rapid access of oftused functions, such as:
- creating new tasks,
- creating new projects
- adding new faults & messages
- adding new time sheets
- adding new clients etc.,
all in a click selection from a droplist that's always available onscreen. The speedlist also provides a 'bird trail' of recently visited allocPSA web-pages, for fast navigation back to them.
Related
