With ConnectWise, ABC Tech is well-positioned to continue growing and delivering high-quality services to their customers. They plan to explore additional features, such as resource allocation and capacity planning, to further optimize their project management processes.
| Report Name | What It Tells You | |-------------|--------------------| | Project Profitability Summary | Gross profit per project, budget variance | | Time Entry Detail by Project | Who worked on what, unbilled time | | Resource Utilization | Are people overallocated? | | Project Variance Report | Original estimate vs. current ETC | connectwise project management
Project Management ties directly into the ConnectWise billing module. Projects can be set up with different billing arrangements: With ConnectWise, ABC Tech is well-positioned to continue
| Component | Purpose | |-----------|---------| | | Central task; all work, time, and expenses roll up here. | | Phases | High-level stages (e.g., Discovery, Development, QA, Deployment). | | Tasks | Granular action items within a phase. | | Project Board | Kanban or list view to track status (Planning, In Progress, Completed, Closed). | | Resource Management | Assign members, roles, and estimated hours. | | | Project Variance Report | Original estimate vs