Tailored to fit the needs of a
long-term or short-term project.

Power Systems Opportunity Management Capabilities

• Manage multiple quotes or projects under one opportunity
• Ensure accurate information by allowing logic to update linked quotes automatically

Project Management Capabilities

• Gain the ability to have one master project for a large multi-unit installation
• Track an unlimited number of sub-projects independently
• Create a project hierarchy of multiple sub-projects per prime product, associating all attachments, loose items, and service work on the quotation and project to prime products
• Track prime product-specific details on the equipment and after treatment details
• Plan and organize projects using Work Breakdown Structure (WBS) templates
• Capture project expenses quickly and accurately

Trade-In Management Features

• Manage and track a trade-in within the Power Systems project
• Include trade-in costs in project financials, deduct trade-in value from customer invoice

Project Budgeting and Cost Control Capabilities

• Maintain budgets on a project and sub-project level with approval workflow
• Create budget revisions during the project with approval workflow
• Analyze budget versus actual cost using the project statement or the Power Systems financial summary

Project Quotation Capabilities

• Build Power Systems quotes using the Power Systems quote builder that tracks bill of materials details throughout the entire sales cycle (sales quote, project, purchase order, and equipment history)
• Track purchase costs and sales prices in multiple currencies
• Maintain appropriate margin levels using deal margin or deal price functionalities
• Gain project visibility and control with quotation approval workflows

Financial Details and Revenue Recognition Capabilities

• Track work in progress cost and revenue for the fixed-price project
• Configure multiple level credit approvals for quotation confirmation, service startup, and delivery
• Oversee project financial summary
• Use project controls to gain a real-time snapshot of project performance
• Recognize cost and revenue for fixed price project based on the percentage of project completion or only upon project completion

Service Management Capabilities

• Create model-specific standard jobs that include parts, items, tools, hours, etc. to save time building Power Systems related service calls
• Generate service calls from the Power Systems quotation or project to initiate startup work orders
• Track service costs against power system projects as part of the overall project cost

Milestone Billing Capabilities

• Generate a project milestone billing template, but retain the ability to modify milestone billing schedule throughout the entire project lifecycle
• Track and invoice milestones periodically according to the billing schedule
• Set approval workflow to ensure accurate project invoices before they are sent to the customer