Use custom settings automatically for new projects
If you work as a service provider for different customers on a project-oriented basis, you know the situation: individual project structures are repeated regularly. By using project templates in Vertec, you save time and draw on the work done in past projects.
You can create individual project templates for different project requirements and align them to an industry or project type. Project templates in Vertec differ mainly in terms of different project phases and service types.
Select the appropriate one from your project templates and use it for a new project. Vertec automatically applies over the phases and service types you have entered and assigned to this template. All information can be defined project-specific and adjusted according to your wishes. In this way, you have created the basic structure for a new project in a short time and completed your project planning and calculation in a time-saving manner.
Once you have completed your project planning, you have the option to generate a offer with a simple click. Once the customer has commissioned the project, your employees can book post types directly to the phases of this project in the performance recording.
With the use of project templates, you drive the continuous optimization of your processes. If an employee finds optimization potentials within a project phase, you can adapt and update these for all affected templates.
Product line “Expert,” modules “Services Services & CRM,” “Budget & Phases”
Project Management , Project Calculation , Preparation Of Offers
You create a new offer in Vertec on an existing project or a case. Firstly, you select the service types or project phases and assign them to the offer. Budgeting is done in the next step. A clear advantage: Project planning and creating of offers is directly connected, which saves you a lot of time throughout the process. Further information on creating an offer is provided on the relevant page .
Yes, this is possible. You can link the reports saved in Vertec to different conditions and thus automatically use the appropriate templates for a specific field of business. This is very helpful for completion of recurring tasks.
Yes, you can add Word or Excel templates to Vertec, customize or expand them independently.
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Vertec provides a variety of reports. An overview of our standard reports can be found in our Knowledge Base.
