Analyzing the project

From the 360-degree view, you can quickly check a project's progress in real time and therefore carry out corrections or evolutions.

There are several 360-degree views in Akuiteo: project, customer/prospect and project group.

The project's 360-degree view has 4 main sections to monitor a project:

1 - Information about the customer, calendar, contact

This area is divided into multiple sections:

  • The Customer section is updated with the information from the Customer record sheet and enables you to quickly identify the related customer. Click on the hyperlink text to display and modify the customer's record sheet and the 360-degree view of the customer / prospect.
  • The Calendar section is updated from the information entered when creating the Project record sheet in the Main information tab. It enables you to access the expected dates for the signature, the contract, and so on. Click on to modify these dates.
  • The Contacts section is updated with the list of contacts linked to a project from the Contacts tab. To add or remove contacts, click on the Contacts tab in the Project record sheet.
  • The Managers section is updated with the information entered in the Main information tab when creating the Project record sheet. It enables you to access the list of the various managers allocated to the project. Click on to modify these managers.
  • enables you to search for expense reports from the employees linked to the current progress.
2 - Phase and sub-phase

This area has a single section:

The Phases/Sub-phases section is updated with the information entered in the Phases and project tasks tab when creating the Project record sheet. It gives a more detailed view of the project's content.

3 - Events (notes, appointments...)

This area has a single section:

The Events section is updated with the information entered in events that you linked to the project from the Tools menu.

It enables you to track the project's emails, campaigns, etc. For example, if you notice that an event was not processed, you can quickly dun the person in charge by double-clicking on the event and activating a reminder.

4 - Sales and Purchases

This area is divided into multiple sections:

The Purchases section is updated with all the Purchase-related management objects linked to the project: opportunities, quotes, invoices, etc.

The Sales section is updated with all the Sales-related management objects linked to the project: quotations, invoices, etc.

Check the relevant boxes to filter the information displayed in the tables.

Accessing the work in progress status

This feature enables you to access all the management objects in progress linked to a customer's project.

From a project record sheet, go to Edit > Dashboard > Work in progress status.

A new tab is displayed.

Accounting position

From a project record sheet, go to Edit > Dashboard > Accounting > Accounting position.

This feature enables you to display three tables linked to the project:

  • Sales invoice list: this table displays the list of the project's sales invoices (paid and not paid) as well as the total amount.
  • Purchase invoice list: this table displays the list of the project's purchase invoices as well as the total amount.
  • Receipt list: this table displays all the project's booked receipts.
Analyzing the current project's flow

From a project record sheet, go to Edit > Dashboard > Flow analysis for the current project.

Accessing the status history

From a project record sheet, go to Edit > Dashboard > Status history.

Searching for projects in the same project group

This feature allows you to search for all the projects that belong to the same project group as the current project.

From a project record sheet, go to Edit > Dashboard > Search projects linked to the same project group.