Proteus

How to Create, Edit and evaluate an Opportunity and convert to Proposal

Managing an Opportunity

Create, clone and manage a proposal record including work breakdown, organogram, plan, experience and generating documents

How to create a project, initial setup and assigning resources and tracking progress

Record and submit your billable and non-billable time, expenses and any equipment or software used

How to create, edit and manage outgoing purchase orders for external commitments to suppliers including supplier invoice receipts

During your project execution create invoices and manage these with status and record as paid

Create and manage recurring external purchase costs that can be applied to your budget

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