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Features

eTrack all-in-one Practice Management Software is designed to track time, money, schedules, resources, documents, emails and all other information in one simple to use centralised system that can be accessed from anywhere in the world.

eTrack is a companion tool, designed and priced to be open on everyone's desk and used all day long for entering time and disbursements, looking up a contact, viewing a schedule, completing QA checklists or adding correspondence notes and, for managers, to constantly be aware of schedules, budgets and resource utilisation. This helps ensure all time and disbursements are entered, even for the shortest task, and budgets, correspondence and documentation are always up to date.

Administration overheads are small as everything updates automatically...

• Timesheets automatically update schedules.
• Schedules and Timesheets update budgets and key performance indicators.
• Edits to schedules dynamically update resource aalocations on the same screen.
• Budgets update WIP (unbilled work) and how much can be invoiced.
• Changes to Fee optionally update Stage Contract %s and Prices.
• Adjustments to time automatically update the 'practice completion date' milestone.
• Fee Adjustments automatically update Contract Fees.

eTrack has been designed from the ground up by the same developers and everything is beautifully integrated. If you do need to edit anything the user interface is the same throughout that minimises training and makes eTrack "a breese to use".

Feature Overview

The picture below summarises the eTrack features. eTrack covers all practice management requirements including repositories for all information, Job Costing and Timesheets, Invoicing, QA and Contract Administration as well as it's flagship world class graphical scheduling and resource management. eTrack typically interfaces with an accounting system for payroll and GL etc.

Hover your mouse for more information:

Project Repository Project Repository Central repository for all work of any hierarchy or terminology. Eg: Programs, Portfolios, Projects, Stages, Tasks, Activities Eg: Issues, Risks, Actions, Calls, Change Requests, Requirements, Tests. Related contacts such as Clients, Consultants, Stakeholders, Roles Define your own project information of different types Budgeting & Proposals Budgeting & Proposals Plan and track budgets and write proposals Fixed price, Time based, % based, lump sum or any combination. Track Plan, Actuals, Estimates, Forecasts, Variances, Margins and Profits. Track Charge and Costs and define Rate Tables for ease of use. Define Cost Categories: Hour, Day, Shift, Travel, Away allowance Timesheets & Expenses Timesheets & Expenses Enter Weekly Timesheets and Expenses on a single screen Fast to complete to encourage staff Intuitive to use so minimal training Rich in features (or hide to keep simple). Fully integrated with schedules and accounts. Schedules & Resources Schedules and Resources View Graphical Schedules (Plan, Actual and Estimates) with Resource Allocations on one screen. Very easy to create and update schedules. Schedules, Resources and Details all on one screen. Resource allocations updated as schedules are edited. Updates automatically from timesheets. Interfaces with Microsoft Project. Issues, Risks & Assets etc Issues, Risks & Assets etc. Define any number of Registers to track such as Issues, Risks, Letters, Enquiries, Complaints, Diary Notes, Requirements or Assets etc. Define your own registers with different parameters. Easy to navigate, filter, sort and step through. In place editing in the Register View. Roll up reporting. Contacts & Correspondence Contacts and Correspondence A central, multi user repository for all contacts: staff, clients, consultants, contractors, suppliers, councils etc. 'Instant' lookup Single portal to all information Maintain all correspondence, issues and documents Synchronize with Microsoft Outlook Document Management Document Management While not a full blown DMS, eTrack includes all the main features needed for managing project documents. Link or embed unlimited files. Interface with Microsoft Word Version control: check out, edit, check in. Link to workflow to track document progress. View status of documents at any level by project or person etc. Account $ Management Account $ Management The Account Sheet gives a view of all work, resources, time and expense entries, and a journal of all accounting operations. Approve time by project (rather than by person) View WIP, charges, costs and profits. Prepare invoices Enter write-offs and adjustments Fully transactional and audited. Invoicing & Export Invoicing & Export Invoices and payments are tracked in the Invoice Sheet and can be printed and exported. Assign invoice numbers and print invoices, either individually or in batch. Design unlimited Excel templates and include eTrack data. Export Invoice, WIP and Write-off amounts etc to your Accounting system or FMS, Import or manually record payments and receipts. Reporting & Dashboards Reporting & Dashboards Reporting in eTrack is powerful, customizable, intuitive, graphical and optionally 'instant'. Build unlimited custom reports with built in Report Writer. View as a table or graphically. Filter, sort, drill down into reports. Choose to view 'instantly' using pre-calculated results. Schedule reports to run and be emailed, eg. nightly exception reporting.

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