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CUSTOMER SPOTLIGHT:

Red Square Systems finds a half million dollars in new profits with Autotask. Click here to see how.

“Without increasing sales, with Autotask, we have added $550,000 in increased profit in the first year.”

Ian James
President
Red Square Systems


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Project Portfolio Management

Autotask connects your business teams to your project teams resulting in better visibility, control and analysis across your entire portfolio of projects.

Portfolio management tools roll-up summary information and provide comprehensive planning and performance analysis

Look how Autotask makes your Project Portfolio Management run better:

  Project Manager Dashboard Project Manager Dashboard
Designed for the project manager to understand what’s due, what’s done, what’s overdue and who has time.
 
  Project Portfolio Reporting Project Portfolio Reporting
Features: Cross project reporting, project performance, project P&L, earned value, cost analysis, user-defined fields, and real-time project status
 
  Resource Utilization Resource Utilization
Utilization by location, department and resource. Monitor billable goals per resource, trend analysis and charting.
 
  Resource Planning & Workload Resource Planning & Workload
Find the right resource for the job with integrated skills tracking and resource selection. Track available hours per employee, color coded workload charts, analyze employee performance vs. estimates.
 
  Installed Equipment Tracking Installed Equipment Tracking
Convert equipment costs to installed products on an account. Track installation dates, serial numbers, and warranty expirations so you always know what your customers have.
 
 

Benefits Experienced by Autotask Customers:

More Projects Delivered on-time and on-budget
Delivered visibility for what's due, done and overdue
Anticipated cost overrun against budget
Created better time estimates and proposals
Instant Status report eliminated whiteboards and spreadsheets
Gained better accountability and response time
Increased billable hours and resource utilization
Easily found the right person for the job and fit it into their schedule
Cross Project reporting did in seconds what took hours to do by hand

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