Function Point

The ease of timetracking against specific jobs, service lines and tasks; financial and project/task management tracking in one platform; estimate creation within the system that has all the information transferred automatically when making it a job; the BI reporting with bar graphs and pivot grids.

The lack of reviewing software; how difficult/how many extra steps it takes to move a task to a different assignee or different date; no seemless/single channel communication tab; no quick search functionality; it's not an easy system for account or project managers to keep tabs on mulitple projects/people at once.

Budgets, tasks, and schedules can all be connected and feed into each other, meaning less work for our team. Enter a timesheet entry and everyone knows the status of that task and how it has affected the overall budget immediately.

I think most things are specific to how we do business. For example, we'd like more customization of contacts and companies so we can track details more specifically. Right now, we're maintaining two CRMs -- FP and Salesforce. It would be amazing to combine them.

We'd like to be able to give clients more insight into their projects. We stopped pursuing the client portal because it looked outdated. Perhaps that's changed. But providing some way to share a real-time timeline / schedule with clients would be valuable to us.

We'd also value a re-do of the Resource Planner / Scheduler that allowed us to look at forecasted work, landed business that's not yet actionable (draft tasks) and landed, actionable work. This would give us greater insight into what business we can commit to.

We love it's ability to have over-arching projects that individual jobs are tied to. We have a lot of clients that give us a large PO to cover multiple things. We also like the ability of manage deferred payments / deposits in the system. I also like that the development team is listening to their users requests. There is a Submit and Idea button available, and users can view others ideas and give their input as well. Their Help Centre is fabulous, too, with videos, briefs, Crash Courses, Webinars, and a library of help topics.

I feel the reporting features could be improved. They do have wonderful reports for getting granular data, but they don't have the particular information I am looking for in a report. Users do, however, have the ability to download data from reports to spreadsheets so data can be arranged in a report of their choosing.