Project Management

Manage Project Work and Financial Progress

Organize projects from customer registration to execution. Create divisions and sites, allocate managers and teams, assign project tasks, monitor customer payments and track expenses incurred against the project.

Get Started How It Works
Project Lifecycle
Create Project
↓
Organize Division & Site
↓
Allocate Manager & Team
↓
Create & Execute Tasks
↓
Payments & Expenses
↓
Project Review & Completion

How Project Management Works

Build the project structure, allocate responsibility, execute work and monitor the financial position.
Set Up the Project
Customer
→
Create Project
→
Division
→
Site
→
Asset / Location
Allocate & Execute Work
Manager
→
Project Team
→
Project Task
→
Employee / Contractor
→
Work Completed
Monitor Project Money
Project Value
→
Payment Schedule
→
Payment Received
+
Expense Budget
→
Expenses Incurred
Work Progress + Payment Position + Expense Position → Project Review → Completion

Manage the Complete Project Lifecycle

Keep project planning, people, tasks and financial activity connected with the same customer project.

01

Project Registration

Create the customer project with its working period, project information, value and budget details.

02

Divisions & Sites

Break larger projects into practical divisions and working sites for better operational control.

03

Manager & Team

Allocate project managers and employees to the areas of the project for which they are responsible.

04

Project Tasks

Create project work as individual tasks with Work To Do, responsible person and completion dates.

05

Employees & Contractors

Use your own employees or contractors for project work while retaining the activity under the same project.

06

Project Reports

Monitor project status, pending work, completed tasks and project activity from one connected view.

Organize Complex Projects Simply

A project does not have to remain one large block of work. PostTask lets you organize it according to how the work is actually executed.

Customer→ Project→ Division→ Site→ Asset / Location→ Task

Put Responsibility Where the Work Happens

Define who manages the project and who performs the actual work.

Project Manager

Allocate responsibility for managing project execution.

  • Project responsibility
  • Division / Site allocation
  • Monitor project work
  • Follow pending activities

Project Team & Contractors

Allocate the people who will actually execute the work.

  • Allocate project employees
  • Create project tasks
  • Assign contractors where required
  • Maintain work progress and history

Turn Project Plans into Trackable Tasks

Break project execution into individual tasks so management can see what is pending, what is being worked on and what has been completed.

1

Define Work

Create the task and clearly record the work that needs to be performed.

2

Assign Responsibility

Assign the task to the appropriate employee or contractor with the required dates.

3

Track Completion

Monitor pending and completed project tasks while retaining the project work history.

See the Work and the Money Together

Project progress is only one side of project management. PostTask can also help you monitor what should be received from the customer and what is being spent while executing the project.

Customer Payments

Maintain the expected payment stages and record the actual payments received against the project.

Project Value
Payment Schedule
Payment Received
Payment Position

Project Expenses

Keep project expenditure connected with the project and compare actual expenses with the planned project expense budget.

Expense Budget
Expenses Incurred
Available Expense Fund
Expense Position

A Clearer View for Project Management

Bring operational and financial information together when reviewing the progress of a project.

Project Status Where does the project stand?
Task Progress What work is pending or completed?
Payments How much has the customer paid?
Expenses How much has been spent?

Monitor Projects by Status

Quickly identify projects requiring attention and review their underlying work.

Active Delayed On Hold Delivered Cancelled

One Connected Project Record

Keep the project structure, responsible people, work performed, customer payments and project expenses connected instead of maintaining them in separate files and spreadsheets.

Project→ People→ Tasks→ Payments→ Expenses→ Reports

Manage Project Work and Financial Progress Together

Organize project work, allocate your team, track tasks, monitor customer payments and keep project expenses visible with PostTask.