Project OperationsFrom quote to billing
in one flow
Create project quotes and contracts from opportunities, plan schedules with a work breakdown structure (WBS), book the people you need, then enter and approve time and expenses all the way to invoicing. Sales, project management and finance share the same data, which suits IT, engineering and consulting organizations that work project by project.
Products
Key capabilities
Project quotes & contracts
Estimate with role-based rates and effort, then turn quotes into contracts.
Source · Microsoft Learn (opens in a new window) · © Microsoft WBS scheduling
Break down tasks, set durations, dependencies and owners, and manage them on a Gantt chart.
Source · Microsoft Learn (opens in a new window) · © Microsoft Resource booking
Assign people to projects based on role, skills and availability.
Source · Microsoft Learn (opens in a new window) · © Microsoft Time & expense approval
Team members enter time and expenses; project managers approve them.
Source · Microsoft Learn (opens in a new window) · © Microsoft Billing
Create invoices from approved time and expenses or from milestones.
Source · Microsoft Learn (opens in a new window) · © Microsoft Cost & profitability
Compare actuals with budgets and see project profitability.
Source · Microsoft Learn (opens in a new window) · © Microsoft
What Qualisoft does
- 01Designing project types and billing models (time & material, fixed price, milestones)
- 02Integration with ERP and e-approval systems
- 03Multi-language, multi-entity setup
- 04Project status dashboards
Customers
A selection of the customers we have worked with.
Related stories
Frequently asked questions
What can a Project Operations implementation do?
Create project quotes and contracts from opportunities, plan schedules with a work breakdown structure (WBS), book the people you need, then enter and approve time and expenses all the way to invoicing. Sales, project management and finance share the same data, which suits IT, engineering and consulting organizations that work project by project.
What does Qualisoft do in a Project Operations implementation?
Qualisoft takes on the following parts of a Project Operations implementation.
- Designing project types and billing models (time & material, fixed price, milestones)
- Integration with ERP and e-approval systems
- Multi-language, multi-entity setup
- Project status dashboards
Are there Project Operations implementation case studies?
Yes. Customers have implemented Project Operations with Qualisoft.
The case studies below describe how each project was carried out.
How does a Project Operations implementation run?
It runs in four stages: Assessment, Design & build, Go-live, Operations.
- Assessment — We review how you work today and decide what to change.
- Design & build — We design screens and data around your work and connect your existing systems.
- Go-live — We move your data, train your users, then go live.
- Operations — After launch, we answer questions and add what you need.