General Data
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job number
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job name
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office
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lead discipline
§ key staff details
Centralised contact list
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organisations and individuals
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contact details
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may be referenced by all jobs
User Defined Information
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reports produced by user criteria
Single or multi-stage jobs
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as many work stages as required
Standard job formats
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copy to set up similar new jobs
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facilitate uniformity
Single and multi-disciplinary working
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multi-fee/discipline monitoring
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single or combined fee scales
Actual costs
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timesheet input
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staff rates
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non-recoverable expenses
Actual fees
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fees earned to date
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recoverable expenses
Forecasts
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forecast costs calculated
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forecast fees calculated
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analysis of future income
Fee calculation facility
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fees may be calculated or entered directly
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discount option available
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scale and fixed fees combinable
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scales may be combined
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other scales may be added
Targets
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costs, expenses and dates are input to give job control targets
Distribution of fees across stages
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by percentage split, or
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by input value
Forecast timing of fees
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invoice at stage end
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invoice monthly during stage
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invoice monthly on time and materials
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further options as necessary
Distribution of costs across stages
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use percentage split of expected costs, or
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input expected cost of each stage, or
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calculate cost from resource planning, or
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use cost-to-date over percentage complete
Job financial summary
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shows actuals, forecasts and targets
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summarises fees, expenses and costs
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shows profit/loss
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“drill down” for further detail
Fee invoice details
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allows outstanding fee calculations
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allows fee forecasting reports
Expenses
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identifies recoverable
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identifies non-recoverable
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planned/targeted by stage or job
Jobs – planning
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draw bars direct on screen to plan jobs, work stages, activities, etc.
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activities/bars can be linked
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key dates can be input and linked
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single or multi-discipline
Staff costing and billing rates
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prime rates, overheads
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cost-plus and billing rates
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normal and overtime rates
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multiple rates facility
Staff and personal records
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posts held, salary and service history
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leave and other entitlements
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car usage, pay and personal details
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emergency contact information
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all information held confidentially
Allocation of staff to job
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automatic resourcing
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resourcing to other jobs considered
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personal estimates facility
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potential overloads shown
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allocate by spreading evenly, or
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allocate as early as possible, or
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allocate as late as possible, or
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allocate set amount per week
Timesheets
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timesheet duration user defined
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input validated to ensure accuracy
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on-line timesheet entry facility
Accounting in private practice
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integrated Buttress ledgers, or
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integration to third party packages
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automatic invoice payment by BACS
Accounting in local government
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operating/practice accounts
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recharging to general ledgers
Links to other software
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word processing and spreadsheets
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database and graphics applications
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Microsoft Office, Project, etc
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“clean” exports giving column integrity
User friendly
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accesses leading databases
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“Windows” compatible
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browse lists, detail and drill-down, etc
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extensive context-sensitive help