There are many useful software tools available to manage projects, for example, Microsoft Excel and Microsoft Project. The Autotask Projects module offers comparable features. It also integrates your projects with Autotask. In Autotask, you can automate most of your project-related workflow and monitor progress with the Projects Dashboard and Project Reports. For example:
- Record billable and non-billable time on project tasks
- Manage resource time for both projects and tickets (if you are using Service Desk)
- Create and revise the project schedule, assign tasks, set a budget, and monitor costs
- Communicate with internal and external project team members and access project-related documents
- Use the Projects Dashboard and Project Portfolio Reports to manage your entire project portfolio, prioritize tasks and issues from multiple projects, and review project financial data
- Schedule project tasks with Dispatch Calendar
- Bill your customers for project work including time, expenses and other charges. With optional billing contracts, you can change the billing rates for a project, or charge a fixed price for the entire project.
- Record and pay resources for expenses they incur working on projects
- Manage and report on your project's progress and profit
- Centralize time tracking across your organization, if you also record regular time and track time entries on Autotask tickets
You can use Autotask as your sole project management tool, or you might choose to use project data that you import from Excel. Refer to How projects are part of the overall Autotask workflow.
Why manage your projects in Autotask?
