Project Management – En

Project Management Program

Transform your workflow with open source project management software.

Organize, schedule, plan, and analyze projects using a task-based approach that streamlines team collaboration and accelerates your workflow.

Comprehensive workspace

Optimal provides a comprehensive workspace for effective project management by tracking project schedules and progress in real time. The system allows for planning future projects using forecasts based on similar projects, which helps accurately estimate deadlines. It also provides tools to improve time and resource estimates, helping ensure projects are completed on time and with high quality. This system contributes to improving productivity, reducing costs, and achieving the desired project success.

Flexibility

Optimal is a powerful tool for flexible and efficient project management. By breaking projects down into smaller tasks, they can be easily distributed among team members, enhancing collaboration and reducing communication gaps. The system provides complete transparency into work progress and allows for prioritization and milestone setting, while estimating timelines. With these features, Optimal helps teams improve coordination, reduce delays, and ensure projects are delivered on time and with the highest level of efficiency.

To-do list and instant chats

Optimal facilitates task management and internal communication among team members. Administrators can automatically create and assign tasks to team members, adding them to their “to-do list” for easy tracking. The system also enables real-time, instant conversations between teams, improving collaboration and reducing the need for external applications. Additionally, members can mention each other in conversations to speed up responses and interactions. With these integrated tools, Optimal improves efficiency and collaboration within the team, contributing to faster and more organized workflow.

Document storage

Optimal provides an effective solution for storing and sharing multimedia documents such as images, videos, and text documents. It allows you to upload files directly from your device or via web links. Document storage also integrates with other system functions, such as accounting and sales, making it easy to access and share documents among team members and clients. The system also features security and data protection through access control, enhancing collaboration and efficiency within the company.

Managing Emails in Optimal

Optimal offers an integrated email management solution. Email accounts can be synchronized within the system, allowing you to send and receive messages directly from the control panel. All correspondence is tracked in a unified log, making it easy to follow up on conversations with customers, suppliers, and team members.

The system also provides the ability to set up automatic responses to incoming messages, which increases customer response times and enhances effective communication between all stakeholders, both internal and external to the company.

Overall, Optimal improves efficiency and reduces the time spent managing email, enhancing the customer experience and contributing to faster, more accurate decisions.

Profitability analysis

Optimal provides a powerful tool for analyzing profitability and monitoring project budgets. It allows you to plan costs for each phase of a project, allocate budgets to each aspect of the project, and monitor actual spending against the allocated budget. The system provides a comprehensive, real-time view of the amount of the budget spent, which helps in making informed financial decisions and contributes to effective financial resource management. This tool ensures that organizations manage their projects accurately and efficiently.

Time tracking and billing

Optimal enables effective time tracking and billing by recording resource costs and the time spent on tasks and projects. The system helps accurately calculate project costs, contributing to accurate billing for clients. The system also provides analysis of project profitability by comparing costs to revenue. It also links time tracking to the payroll system, facilitating wage calculations based on work completed. This improves project management and achieves greater efficiency in financial operations.

Clients

The Optimal system provides a comprehensive customer experience by enabling them to track project status, file support cases, scan paid invoices, and receive notifications with ease. It also allows all interactions and data to be documented in one place, helping companies improve operational efficiency and enhance customer satisfaction. The system contributes to building strong customer relationships through transparent and easy interactions, which enhances trust and loyalty.

Instant allocations

Optimal offers instant customization capabilities by adding custom fields and tailoring forms to business needs. New fields of multiple types can be added, and forms can be customized by modifying the order of fields or hiding them based on user roles. The system also allows the creation of custom print formats using HTML and Jinja to design documents and reports that match the company’s identity.

These customizations help improve efficiency, simplify the user experience, and increase the accuracy of information entered, enhancing overall system performance.

Multilingual program

Optimal supports multiple languages, allowing users to easily change the system interface language. Users can switch between languages in menus, forms, and reports, and can add custom translations if one isn’t available. Multilingual support improves communication, increases productivity, and makes the system flexible to meet the needs of businesses operating in multilingual markets.