Greentree helps provide an effective and efficient system for managing jobs and projects of all sizes, with complete on-line integration to the other Greentree modules.
- Internet Enabled
- Flexible Job Structures
- Detailed Job Analysis
- Comprehensive Integration
- Flexible Invoicing
Greentree is enabled for Internet deployment, out of the box, using its thin client technology. This allows remote offices or travelling executives to obtain secure access to the complete functionality of Greentree.
Flexible Job Structures
One of the main concepts behind Job Cost is one of user-defined Job hierarchies.This enables cost and revenue analysis and control to be viewed and managed at the highest levels, while providing the ability to navigate through a defined structure for more detailed information. The Job Cost module provides complete tracking of costs and revenue against jobs and includes entry of timesheets and disbursements.
Job's can be created from scratch or built from Templates, and be established with one or more cost estimates for progress measurement with actuals.Where larger jobs or projects are managed, multi-level structures can be created that link relevant jobs and subjobs together. For example, a construction project may be at the top level, and then broken down into a series of phases and tasks.
Within each job, costs can optionally be captured at user-defined "Work Centre" levels, which allows a further level of cost analysis and control.The lowest level of analysis within a job is the "Activity Code" which defines the actual work being done. These user-defined activity codes provide the key to integration with the General Ledger.
Detailed Job Analysis
Managing and reporting costs and revenues at a summary level within jobs ensures potential problem areas, such as cost overruns, unexpected expenses or unbilled work, can be quickly identified and addressed. Greentree's enquiry facility allows the user to view an entire project, with all costs and revenues summarised on screen. The user is easily able to "drill down" through the defined Job structures, Work Centres and Activity Codes, right back to the supporting transactions. Job Costing supports a variety of job types including, input based, quoted, internal, no charge and schedule based.
Information can be entered against Jobs from other Greentree modules, providing comprehensive and immediate control over costs and revenue.The following integration options are available:
- Inventory - for issuing stock to Jobs
- Accounts Receivable - for customer invoicing and progress claims
- Purchase Orders - for ordering items for Jobs from suppliers. Purchase Order information flows automatically into Accounts Payable when the supplier invoice arrives
- Accounts Payable - for allocating costs to Jobs (with or without Purchase Orders)
- Fixed Assets - for allocating depreciation costs to Jobs or plant items that are set up as Jobs
- General Ledger - for posting costs, revenue and work in progress values
- Sales and Marketing - for generating quotes, and once won, conversion into a Job and detailed estimate
- Field Service - for tracking technicians time, disbursements and inventory issues
- Requisitions/eRequisitions - for raising internal requisitions to issue inventory to jobs
- eTimesheets - to capture project staff time remotely via browser based input
- Payroll for Greentree - payroll costs can be directly charged to jobs using either actual or standard costing with optional overhead recovery
If your organisation has a requirement to invoice customers for jobs, a variety of tools are available to assist with this. Invoice formats are completely user definable and can include a range of text descriptions that have been previously defined. A preferred invoice format may be defined for each job (or customer), and can be configured to provide summarised or detailed information on costs.
Price Books may be used to define how costs are marked up (for different types of labour, materials and purchased items) and these rules will be automatically applied to costs as they are received. The result is that the creation of cost-plus invoices is highly automated and requires little user input. All expenses on cost-plus jobs can also be deferred, written off or the selling price modified. Naturally, all changes made by the user at invoice time are recorded for further analysis. Claim schedules can be defined and used if required and progress claims are fully supported.