The features outlined under User Solutions are also relevant to managers.   
In addition, there are many other eTrack features that managers may use.   Some common ones include...

Creating a Proposal or Project

• Create Projects, Phases, Tasks etc.
• Copy from Templates.
• Budget for labour equipment and materials.
• Assign resources and schedule the work (see the Gantt Sheet)
• Import from or export to Microsoft Project.
• Define Workflow.
• Write Requirements (see Requirements Tracking)
• Build from commercial or company Methodologies.

• Approve timesheets.
• Review estimates and forecasts (time and money).
• Update schedules and resource allocations (see the Gantt Sheet)
• View Document and Work Approvals (see Document Management)

• Help desk queries, Issues, Work Requests, Change Requests, Variations.
• Risks.
• Jobs.
• Maintenance and support work (eg. BAU)
• Assets, careers, training and anything else you wish.

• Dashboard and graphical Reporting.
• Standard Reports: budget, schedule, timesheet etc.
• User Defined Reports.
• External reporting.

• Make adjustments, write offs and part payments.
• Approve work to be invoiced.
• Interface with any accounting package.

• Plan and track ROI, Benefits, Outcomes and result chains.
• Track financial or non financial, increasing or decreasing targets.

• Repository of embedded or linked documents.
• Check in and out documents with multi branch Version Control.
• Approval workflow with security and alerts.

The etrack hierarchy or business structure is 100% configuable.  The example below is of a typical building architects project stages.  However, your structure might be Project / Phase / Task or Job / Release / Activity / Step or anything you wish to any depth.   We will help you configure eTrack and it can be changed over time with ease.

There are currently over 50 different 'views' of the etrack data, represented as subtabs which can be combined in any way.    In the example below there are Stage, Task and Disbursement views. 

Any combination of any subtabs can be configured, differently for each user.

There are views for almost everything you can imagine and if there isn't we can build it for you.

As well as planned project work, much of today's time is taken up with unplanned work.   eTrack allows these quickly to be created at click of a button.   You can have as many types as you wish and call them what you like.  There are over 25 existing views (subtabs) to choose from or you can request your own to be customised.

Drop down lists are populated from branches of the tree.

As drop downs are selected so the item is related to the selection.  Thus for example all Requests under Active Projects or ProjectA can be viewed or reported on.

Users may (security permitting) add new items to the drop down and they appear in the tree for future selection.

The 'Gantt Sheet' feature of etrack combines the usability of a Gantt Chart with the flexibility of a Spreadsheet.   You can edit the hours for any person for any day like you would using a spreadsheet, but also move whole projects around with dependencies, leads and lags while releveling resources in real time.

The Gantt Sheet can display any slice of work such as one project, a portfolio of projects, a person or team's assigned work, a Clients' issues or a Departments' support queries etc.

On the same screen as the work breakdown, you can view work assigned to any group of resources (people, roles or equipment) which will dynamically update as the schedules are changed.

There are many innovative, 'practical' features of the Gantt Sheet.  For more information and screen shots please see Scheduling.

eTrack is not an accounting package!   It is designed to interface to your accounting package and to do this has an 'Account Sheet' view.      

Any accounting package can be used with etrack such as MYOB, Quick Books, Great Plains, Navision, Peoplesoft, SAP, Oracle financial's, Progen etc. (since a flat file interface is used).

A typical use of the Account Sheet might be:

1. Staff member clicks a $ button indicating their work is ready to invoice or for a progress payment.
   
   
2. A manager views all Active projects and makes adjustments, write offs (positive or negative) and decides how much to bill.    Fixed price work is shown as a percentage instead of hours.  The manger changes the status of work to Approved.
   
   
3. A book keeper filters the Approved work and generates an export or invoice report.   Then selects a new accounting period.

Soon to be released is a view that will allow you to track invoices sent and received.  Please contact us if you have design suggestions or for more information.

A very useful and widely used feature of etrack is its ability to use templates for everything you create.  

The most used are project or work request templates that optionally consist of:

• Work Breakdown Structures or Lifecycles such as Phases, Stages, Tasks and Activities;
• Pre assigned Roles with rates;
• Pre-assigned hourly estimates;
• Planned Disbursements;
• Compliance Checklists, approvals etc;
• Guidelines, procedures, hints and tips;
• Attached template documents.

A new person template may contain the company work number that is the same for all staff, or the company required user options.

eTrack will support all the main commercial methodologies and any 'best of breed' combination that your company may have developed over the years.  Please see Methodologies for more information.

In addition to the Manager features above there are many other features typically only available to etrack administrators.   These include the following.