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.
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.
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.
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.
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.
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.