Project Management MicroERP

Match dated operational demand to available resources.

• Maintain capacity calendars and constraints
• Allocate workloads across available resources
• Review overloads and rescheduling choices

Assess and approve changes to an agreed delivery baseline.

• Record change reason and affected work
• Estimate price and schedule effects
• Release an approved revised baseline

Control service consumption against a recurring retainer.

• Allocate agreed monthly capacity
• Track included work and overage
• Apply approved carryover or renewal changes

Let customers follow and respond to their active work.

• Show approved job status and documents
• Collect requested decisions or information
• Track unresolved customer actions

Move deliverables through internal and customer review.

• Publish versioned review packages
• Consolidate comments and decisions
• Approve final deliverables and close revisions

Compare pipeline commitments with future team capacity.

• Model likely start dates and effort
• Compare demand with available skills
• Test hiring or subcontracting scenarios

Close or pause an engagement without losing delivery and commercial obligations.

• Approve the effective stop date and work-in-progress position
• Reconcile committed costs completed work and agreed cancellation terms
• Transfer accepted work and record restart or exit responsibilities

Compare job commitments with the cost actually incurred.

• Accumulate material, labor and subcontract costs
• Compare estimate, committed and actual cost
• Explain margin and completion variance

Link delivery acceptance to contractual commercial milestones.

• Define evidence required for each milestone
• Record customer acceptance or dispute
• Release or hold milestone charge events

Recover approved third-party costs without mixing them with service margin.

• Obtain client spending authorization
• Link supplier commitments to the engagement
• Reconcile recoverable cost and agreed markup

Keep project delivery within an agreed cost baseline.

• Allocate budget by work package
• Compare commitments and incurred cost
• Forecast cost to complete and overruns

Close delivery obligations and transfer the required assets.

• Verify accepted deliverables and open actions
• Transfer files, access and support ownership
• Record final cost and closure approval

Resolve disagreements about scope, acceptance or chargeable work.

• Assemble contract and delivery evidence
• Record disputed amounts or obligations
• Track negotiated settlement and closure

Control handovers that determine project progress.

• Link prerequisite work and external inputs
• Track blocked tasks and promised dates
• Assess downstream schedule impact

Reserve delivery capacity against project requirements.

• Specify skills and effort by phase
• Reserve named or provisional resources
• Resolve booking conflicts and substitutions

Track events that threaten the agreed project outcome.

• Record impact and accountable owner
• Plan mitigation or escalation
• Close actions with supporting evidence

Break an accepted engagement into controlled delivery packages.

• Define deliverables and exclusions
• Decompose work and responsibilities
• Baseline dependencies and acceptance criteria

Support time-based client charges with accepted delivery evidence.

• Work-item-linked effort records
• Budget ceiling and nonbillable classification
• Client approval and disputed-effort resolution

Release milestone charges after the agreed software outcome is accepted.

• Acceptance tests and deliverable manifest
• Client decisions and defect exceptions
• Approved billing event and support transition

Control separately commissioned software work and its acceptance boundary.

• Statement of work deliverables and exclusions
• Milestones dependency and change control
• Client acceptance and handover obligations

Track paid customer setup configuration or integration work.

• Implementation scope and dependencies
• Consultant capacity and delivery evidence
• Customer sign-off and service-charge handoff

Convert approved delivery effort into contract charge events.

• Classify recoverable time and material
• Apply contract caps and approval rules
• Reconcile approved work to invoicing handoff

Dispatch executable work to appropriate resources.

• Prioritize ready jobs and dependencies
• Assign qualified people or work centres
• Track blocked work and handovers