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e2o Features

Whether you are project-based company that is planning to grow their business or you’re just looking for a tool that gives you complete visibility over all your projects, e2o has all the features that project-based companies need.

Project Planning

At the core of project planning within e2o is an interactive Gantt chart view that provides complete insight into capacity and material planning. Additionally, inbound material deliveries can be linked directly to project activities and are visible in the project plan. The impact of changes to schedules is immediately visible.

Capacity Planning

In e2o, users can drag & drop activities and allocate them directly to employees and/or machines using a graphical planning tool, showing the impact on capacities for resources being planned across multiple projects.

Quotation Control And Sales

Being a single integrated solution, users can instantly cost projects using the most accurate and up-to-date cost for material items and labor. Quotes can then be created using an uplift margin to those material and labor costs or based on any specific price list stored within the system. The automated creation of sales orders in e2o offers the ability to provide either detailed or summary order confirmations to the customer.

Accounting & Invoicing

With e2o, you can establish billing methods and generate invoices using schemes such as down payments and progress billing, based on project milestones being reached or the completion of a project activity. The system also supports Retention, Supplementary, (for Change Orders and misc. charges) and Time and Materials Invoicing.

Time Registration & Material Booking

With e2o employee portal, users can enter time sheets from mobile devices while they are onsite or at remote locations. e2o’s time sheet functionality allows you to book direct and indirect hours with a real-time roll-up to project costing and capacity planning with visibility via the Gantt chart. Additionally, material can be booked to Jobs or Activities at the same time — minimizing the time required for admin while improving accuracy and visibility as transactions take place in real time.


e2o utilizes the core CRM functionality that allows sales, marketing and service departments to manage all their opportunities and customers from a single database. Users can also access quotes, orders and all other relevant data from a single robust and intuitive solution.

Job Costing

e2o gives you real-time insight into project margins, planned-vs.-actual budgets, and work in progress (WIP) with extensive drill-down options to view activities, materials and labor.


Users can access data in real time and build personalized, comprehensive dashboards, reports and queries pulling in relevant data from any of the functions within e2o and the core Business Management functions.

e2o product brochure download

Download the e2o Product Brief PDF

This PDF brochure provides an overview of e2o including:

  • e2o features for project management
  • e2o benefits for project management
  • Step-by-step information on using e2o

e2o Benefits for Project Management

Fast estimating

Create new projects from templates or by copying prior projects. Quickly develop a cost budget and selling price.

Accurate budget vs. actual

Labor and material costs are accurately and quickly reflected in every project.

Improvement of delivery reliability

The integrated resource and material planning guarantees on-time deliveries, so that your customers can rely on your company.

Accurate available-to-promise

Project planning integrated with capacity planning so available-to-promise can be quickly and reliably determined.

Capacity planning of departments, labor and machines

Customize your departments, labor and machines to display your real-time capacity. Overlay your project plan with your department capacity to ensure you have resources available.

Optimized WIP with just-in-time material planning

Schedule material requirements to specific activities and phases of the project plan. Purchase and production can be ordered just in time.

Accelerate incoming payments by using invoicing schemas

Schedule invoicing to coincide with the completion of a project phase or activity. Down payments, time and materials, or percentage of completion invoicing.

Gantt chart for project planning

Plan your new project with a real-time interactive Gantt chart showing all constraints and dependencies, combined with material requirements, labor, milestones, invoicing and delivery dates.

Increasing project margins

Accurate estimating, real-time visibility into costs, combined with integrated project and capacity planning ensures that project margins remain healthy and variances can be quickly identified.

Real-time project progress

With the mobile time, material and cost app, employees can directly enter all relevant information in the system. Now you have real-time insight into your project progress and can directly see where the project needs some extra attention.

Improved Project Quality

Creating projects from templates reinforces best practices. Copy prior projects for continuous improvement. Accurate project and capacity planning ensure projects are well managed, on-time and profitable.

Less risk & less stress

Better visibility and coordination between planning, materials and resources, your projects will be better managed, leading to less risk and a more organized work environment.