On-Premise Version
resource and project financials

Are Your Projects & Resources Profitable?

We can answer this question, as our on-premise resource allocation software has an inbuilt financial module that allows defining hourly cost and billing rates at resource and project level and accurately calculates profit.

This information is used along with scheduling information to determine the cost of scheduling individual resources, revenue generated by resources and also cost and revenue information for every project.

resource and non resource financials

Resource & Non-Resource Cost & Revenue

Apart from capturing resource cost and revenue against projects, our allocation software also enables users to capture non-resource cost and revenue, that too against custom defined categories like travel, equipment, material etc.

This allows in generating complete financial report for every project including resource and non-resource cost and revenue.

billing rates at different levels

Hourly Billing Rates at Different Levels

To provide additional flexibility, cost and billing rates can be defined at different levels.

Cost rate can be defined at resource level whereas billing rates can be defined at resource, project and booking level.

Rates flow down from different levels and users can use rates as required.

resource rates with effective dates

Resource Rates with Effective Dates

Every year resources keep on getting more costly due to annual increment and other economic factors. Thus, we have provided a feature which allows defining resource cost and billing rates along with effective applicable dates.

This ensures that new rates are automatically applied from effective dates and all financial calculations are correct.

billing status at project level

Define Projects & Tasks as Billable / Non Billable

Not all projects and tasks are same, some can be internal, some external, some can be billable and some non billable.

Thus our resource allocation tool allows defining which projects are billable and which are not, same with tasks. Bookings against billable projects and tasks are billable by default and vice versa, so that everything is in sync all times.

financial information at booking level

Define Bookings as Billable / Non Billable

Bookings can also be defined as billable and non billable. By default, booking's billing status and rates are prefilled from project level, but user can always override it and ensure that correct financial information is captured against bookings.

Ultimately status and rates saved in bookings are used for generating revenue data of resources and projects.

financial information at booking level

Identify Billable & Non Billable Utilization

Filters on utilization report allow filtering resource utilization based on their billing status.

Users can easily filter and identify billable as well as non billable utilization at resource and project level.

financial report resource allocation software

Configurable Financial Reports

Financial report of our resource allocation software shows planned and actual cost and revenue data for resources and projects.

Reports can be viewed in consolidated view as well as daily, weekly, monthly, yearly view. Reports also allow graphical representation of cost and revenue data at different levels and show the financial impact to scheduling resources on organization’s bottom line.

Q. Are on-premise version and cloud version part of same software?

No, on-premise version and cloud version are two separate software.

Cloud version is offered as Saas product and on-premise version is offered as licensed product.

Q. Different terminology is being used to describe software, why?

Our two software are ‘eResource Scheduler Cloud’ and ‘eResource Scheduler On-Premise’.

These are both resource scheduling software but are also referred as resource management software, resource planning software and resource allocation software.

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