PM II Basic

PM II Basic

iterasoft
+
+

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About

Office organization and planning must function simply and efficiently. The entire company administration should run naturally and routinely in the background. Transparent data and processes in your ERP software PM II help to better evaluate the performance of your company. A consistent, exact, and up-to-date database of your business software gives you the security of being able to make well-founded decisions more quickly and structure your project management clearly. The company software PM II enables optimal control in classic service companies. Manage your service master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs. Individual price scales are the basis of automated price calculation. All relevant data of your customers, suppliers, interested parties, and employees come together in the address management of PM II.

About

Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Enterprises in need of a solution to plan their resources and manage their orders, contacts, projects, and documents

Audience

Professional services firms, marketing agencies, IT services teams, software services companies, consultancies, accounting firms, finance teams, architecture and engineering firms, client delivery teams, project managers, operations leaders, resource managers, and businesses that need project management, resource planning, financial tracking, billable utilization, profitability reporting, client collaboration, AI productivity, templates, integrations, and professional services automation

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$9.99/user/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • The due date driven nature ensures our team is focused on getting work done for clients. Having almost everything we need in one tool means we don't have to manage multiple platforms for things like time tracking or resource management. The resource and workload planning tools are key to ensuring we have the resources to support tour clients. There have been very few outages of the platform, which makes it reliable.
  • Teamwork is built for agencies that value time. Time tracking is woven through the entire system allowing agencies to plan, use, and measure time. And for agencies time is $$. Budgeting tools are flexible and you can set budgets by time, all hours, billable hours, and retainers (and fixed budgets are coming soon). This feature is great for helping workers stay on track to budgets at a glance. Client collaboration is excellent. Adding clients is free and they can gain access to as much or as little information as you choose. The project management portions are intuitive with all the foundational elements you need to organize workloads, projects, and individual tasks. The mobile app is optimized for communications that allow project team members to keep information flowing no matter where they are. The company is very receptive to community feedback.
  • Teamwork is nimble. It enables users of all types to visualize work in a number of different ways. From boards, to lists, to tables, to "My Work", users can structure what requires their focus in a way that suits them best. Every platform requires diligence to make its use, well, useful. Teamwork makes use... easy... intuitive... productive.
  • The Teamwork user interface is very responsive. Although there is some learning curve and when you learn everything it performs superbly well. Its dashboard contains a detailed project overview. Switching between different projects is easy.
  • Teamwork is for us a tool created with the exclusivity of fulfilling each commercial purpose in a transparent and responsible manner, promoting teamwork, and delicately drawing a route with which we have been able to work constantly as planned. One of the important things is time management, the evaluation of billable hours and that the time invested in work performance has real value. The assignment of tasks and the planning of these helps us to maintain an order on the delivery of projects in a timely manner, making successive progress, in addition, the creation of subtasks allows us to break down tasks and do things with much more detail. The ease of using the platform has allowed us to integrate the entire work team very well, we adapt quickly and appropriate Teamwork in our daily work without problems. The methodology to keep the team connected and active by working collaboratively that Teamwork offers is totally innovative, through comments and exchanges of ideas it has allowed us to advance by improving aspects, doing things in an integral way.

Cons

  • Reporting is improving but still limited. Customer support can be inconsistent in resolving issues. It can be cumbersome for end-users.
  • Reporting in general is lacking but I am hearing this is getting a lot of attention right now. Data views are great but need a little more finesse with sorting and collapsing abilities. I also wish 3rd party chat systems could integrate better. Their own chat system seems to work great and we would use that with clients if it was free and included in the base cost. Spaces should be a part of projects and not and independent product.
  • There isn't anything to dislike. Are there areas that can be improved? Sure. I would love some configurability to the project dashboard.
  • There is some learning curve on Teamwork platform.
  • Although Teamwork undoubtedly presents great characteristics that have allowed us to perform within the commercial management in the realization of different projects for the correct fulfillment of these, but, on the other hand, it presents gaps where I think more development is needed to exploit its potential to the maximum. , the updates have been more specific in improving different aspects of interface and quality in their reports, where the interface has aspects that are not very precise or intuitive, on the other hand, the reports, on the other hand, need more detail in the presentation of the data, That the reports have an optimal presentation is vital so that our work can be updated and maintain an adequate performance analysis. We agree that the updates would allow us to focus on appropriate improvements, however, adapting a suitable schedule for this would allow us to prevent our work within the platform so as not to lose our progress due to these updates that appear out of nowhere, a simple notice would give us more convenience in our workflow.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

iterasoft
Germany
iterasoft.de/pm-ii-basic.html

Company Information

Teamwork.com
Founded: 2007
Ireland
www.teamwork.com

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Categories

Camp Management Supported
Car Rental Supported
CRM Supported
Distribution Supported
Equipment Rental Supported
ERP Supported
Event Management Supported
Event Rental Supported
Project Management Supported
Project Planning Supported
Rental Supported
Reservations Supported
Vacation Rental Supported

Categories

AI Employees Supported
AI PSA Supported
Gantt Chart Supported
Kanban Supported
Marketing Calendar Supported
Marketing Planning Supported
MRM Supported
OKR Supported
Product Management Supported
Project Management Supported
Project Planning Supported
Task Management Supported
Time Tracking Supported
Work Management Supported

ERP Features

Accounting Integration Not Supported
Accounting Management Not Supported
CRM Not Supported
Dashboard Not Supported
Distribution Management Not Supported
Enterprise Asset Management Not Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Not Supported
Order Management Not Supported
Project Management Not Supported
Purchase Order Management Not Supported
Purchasing Not Supported
Reporting/Analytics Not Supported
Sales Management Not Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Not Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Not Supported
Utilization Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Not Supported
Color Coding Not Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Not Supported
Milestone Tracking Supported
Multi-Board Not Supported
Prioritization Supported
Project Planning Supported
Roadmapping Not Supported
Supports Scrum Not Supported
Task Management Supported
Time Tracking Supported

Marketing Planning Features

Budgeting & Forecasting Supported
Collaboration Supported
Flowchart Supported
Goal Setting / Tracking Supported
Marketing Calendar Supported
Media Planning Supported
Predictive Analytics Not Supported
Presentation Tools Not Supported
Project Tracking Supported
Spend Management Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Not Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Not Supported

Integrations

Blotout Not Supported
Burndown Not Supported
ChatGPT Not Supported
Easy Insight Not Supported
Egnyte Not Supported
Formstack Not Supported
Google Drive Not Supported
Insightly Not Supported
Instabug Not Supported
Jotform Not Supported
Make Not Supported
Memtime Not Supported
Microsoft Outlook Not Supported
Numerics Not Supported
PSOhub Not Supported
PayPal Not Supported
ProBackup Not Supported
Robly Not Supported
Teamwork Spaces Not Supported
Usersnap Not Supported

Integrations

Blotout Supported
Burndown Supported
ChatGPT Supported
Easy Insight Supported
Egnyte Supported
Formstack Supported
Google Drive Supported
Insightly Supported
Instabug Supported
Jotform Supported
Make Supported
Memtime Supported
Microsoft Outlook Supported
Numerics Supported
PSOhub Supported
PayPal Supported
ProBackup Supported
Robly Supported
Teamwork Spaces Supported
Usersnap Supported
Claim PM II Basic and update features and information
Claim PM II Basic and update features and information
Claim Teamwork.com and update features and information
Claim Teamwork.com and update features and information