Ability to differentiate projects by type, having, therefore,  different workflows, managers, resources and information dashboards with one, simple and complete interface. It is even possible to set up custom records, classification with customized attributes, different rules and notifications, dynamic searches, project templates, relationships between projects and all that is tightly integrated with the RuleDesigner suite.

RuleDesigner allows to define the project stakeholders, i.e. people and organizations actively involved in the project or whose interests can be influenced by the execution or completion of the project itself (Project manager, Customer, Executive Organization, Sponsor). In this regard, the system allows to give access to the job order information and progress status. Since access is regulated by permissions based on the user role or organization of belonging, information provided is secure and reflects the user’s information needs, but it is also clear because data and information are provided already organized by project phase and/or by context.

Possibility to manage project templates by setting configurable workflows and managers and use such templates as best practices to be followed in case of new projects of the same type.

It is possible to assign permissions to access the system for consulting or actively participating in project activities based on the company organization chart and specific for users / groups.

RuleDesigner offers support to multi-project governance systems promoting the connection among the next generations of the same product and the interaction among projects with common resources.

The project index represents the list of the company projects and allows to search them using advanced filters, according to their needs.

With RuleDesigner, it is possible to program with rules the possible automatisms that regulate warnings and actions. The Project Assistance Tools manage rules for both the automatic execution of Actions such as the change of skills, task distribution and Notifications, and the execution of RuleDesigner Configurator processes at the occurrence of events such as the approximation of the expiration date, the opening and closing of a phase,% of completion, etc.

Tools are available for the creation of sales offers with approval workflow management until the order is over. Traceability and automatic storage in the correct project with the possibility of exporting to different formats such as pdf and excel.

It is possible to organize part numbers and technical drafts in new product or project development to organize the work of the design team and ensure the traceability of information, documents, associated times and costs.

Traceability of products generated by the order with access to all the detailed information and to the technical structure.

In order to cope with job orders, organizations recruit personnel both inside and outside the company, can rent or purchase material from third parties and make use of external consultancy services and collaborations. RuleDesigner allows to calculate the labour costs of its employees (based employees’ cost per hour and the numbers of hours worked) and to keep track of all costs arising from the purchase of goods and services. This allows to achieve the total cost of a single phase or order.

RuleDesigner allows to estimate and calculate the total cost of the project by evaluating direct and indirect costs and other costs not linked to individual tasks. For each project task, main data are set such as the manager, relationships between projects, needed resources / tools  and the duration. Each task can thus be planned, controlled and estimated. Therefore, it is possible to calculate and monitor the real cost of the project which is organized in phases and tasks with detailed views for each user.

RuleDesigner allows to estimate and track costs by using users individual tasks and the total amount of hours worked per project. In fact, by using HR management functions the project manager defines the necessities in terms of resources to be involved, setting the inputs for cost calculation. Once that all the necessary information is set- activities, hours per user, skills and therefore, resources to involve –

Through the use of RuleDesigner configuration processes, available within the project environment, it is possible to estimate industrial costs and support users in the definition of the product quotation.

The application retrieves  the cost data of part-numbers /products from the ERP system. The user, driven along the insertion and selection of the proper information, configures specific quotations for different sales volumes, product variants or currencies. At the end he receives a summary of the industrial costs with the list of  types of materials, manufacturing processes, raw materials and purchasing codes.

When certain workflow conditions occur, it is possible to proceed with the generation of the report containing margins and percentages of profit and duties. The data of configurations are stored and can be used for final analysis.

Monitoring costs means controlling whether reference costs change and managing those changes when they occur. Organization can control costs by observing in real time any deviation between real costs and the estimated ones or by getting alert notifications sent on the basis of rules

The company’s responsiveness depends on how effectively it manages change. The changes can be proposed at any point along the progress of the project. The change can be submitted by  any  stakeholder (project manager, sponsor, customer, team members) and subjected to a fulfilment workflow based on the company best practices.

These types of changes which involve project processes or baselines are managed through the change management process, whose purpose is to analyse the need of change, evaluate the impact, activate procedures and implement the changes.

The change management process ensures that each change request is tracked, analysed, approved and then implemented or rejected. Each organization should prepare the change management process as a company asset.

RuleDesigner allows to manage change workflows with tools such as tickets and bug-tracking integrated with project management tools, which allow to activate and follow the different process steps:  planning, assignment, processing and monitoring. The traceability of information related to the job order is important  both to satisfy the information needs during the execution of the activities and for the correction of malfunctions or additional requests.

RuleDesigner allows to manage change workflows with tools such as tickets and bug-tracking integrated with project management tools, which allow to activate and follow the different process steps:  planning, assignment, processing and monitoring. The traceability of information related to the job order is important both to satisfy the information needs during the execution of the activities and for the correction of malfunctions or additional requests.

The check-list is an area for the creation and addition of list of actionsthat must be carried out and marked as “done” to complete the project.

Definition of the participants to the project with different expertizes and functions. Thanks to its web-based nature,  RuleDesigner allows to create virtual teams made up of dislocated resources that, thanks to the use of web technologies, come together to solve problems.

By using Activities and Planners in an integrated way, it is possible to plan activities and define the number of hours each user or resource has to dedicate to the project. In each execution phase it is possible to insert notes, activities and documents. The types of activities are dynamic and configurable: activities such as phone calls, off-site tasks, design, development, or simple text notes, are configurable and adaptable to the specific ‘modus operandi” of each company. Thanks to a single configurable web dashboard, each user can have a complete overview of his activities and information of interest, can consult and monitor information on the basis of his company role. It is possible to configure activities even with job tracking functions.

Calendar is the perfect tool to organize your daily work and your team work. RuleDesigner allows to plan tasks quickly and precisely, taking into account the activities already assigned and the priorities that may change over time. The indication of priorities in the calendar allows you to check activities with low priority that can be replaced. Personal Dashboards allow each team member to have evidence of the activities to be carried out by organizing their daily work in the best possible way.

With RuleDesigner, it is possible to map the project lifecycle using phases whose type and number can vary according to the company need for control… There is also the possibility to hierarchically represent the project, splitting it up according to the deliverable to produce along its lifecycle.  As a matter of fact, project phases are generally characterized by the production of an output such as a feasibility study, a detailed project, etc.  Therefore, structuring the project focusing on deliverable improves  monitoring activities as it allows to make checks not only on time and costs but also on the percentage of completion.

Track deadlines and project status by quickly displaying all activities, from completed tasks to those in progress to upcoming deadlines. Customize the temporal sequences with different calendar formats, lattice diagrams that describe the chronological sequence of actions performed with different levels of details such as changes in project status or completed phases.

Tools for the definition of a project through phases, sub-projects and activities that facilitate the assignment of responsibilities, the definition of the budget, the timing and the performances.

Milestones represent the key conjunctions of the project. Once one phase is closed, it is possible to define a verification point for the next steps. Those are assets of zero duration as they represent specific moments: conclusion of a production phase, order input, contract deadlines.

Scheduling project activity is important because it  allows, on the one hand, to visualize in advance the evolution of a project over time and, on the other hand, to monitor its progress, verifying deviations from the original plan. It includes the definition of specific activities, and related sequence, to be performed to produce the various project results. RuleDesigner allows to define different types of tasks that can be assigned to people, phases and projects and placed over time. For each activity an expected duration is assigned for the development and for tracking the status of progress. It is also possible to display the temporal representation of the project through Gantt and re-schedule phases with drag & drop.

The integrated process configurator allows to model real configuration and automation processes and activate them once project events occur. Configuration processes can require users to enter guided information on the basis of context or perform automations in background mode, so without any kind of human intervention, to generate documents or perform complex tasks, querying and updating data in the platform or other enterprise systems.

Creating project schedules and monitoring their progress once they are underway is easy since RuleDesigner provides versatile and intuitive tools such as the Gantt and Pert charts. The Gantt graphically highlights the start and end dates of the individual phases, it shows eventual slippages of the activities as well as  the relationships among the activities. While, the pert chart is a representation of the action plan that describes the chronological sequence of actions planned for the completion of the project.

Through the use of configurable gadgets, you can build custom dashboards and myhome to meet the specific needs of users or groups of users. By using such information dashboards, it is possible to consult planners, project tasks in charge, tickets, requests or recent documents. Moreover, tools are available to configure dashboards with statistics, graphs and concise data, useful for monitoring the performance of users and projects. In this way, Program and Project Manager can have an instant and effective control of project progress with real time data for each phase and / or for single user: all the information they need to make effective decisions to achieve strategic goals by controlling overall performance. Finally, tools are available  for creating and saving queries with display of data in tables and export to configurable reports and to different output formats (PDF, HTML, Excel …)

RuleDesigner allows to model and create dashboards for any need efficiently and synthetically, facilitating the communication and encouraging commitment at different levels of responsibilities. Reporting on the status of a project creates a significant value for working with good performance thanks to a homogeneous and continuous communication on all the areas including the ones to be improved. RuleDesigner provides several predefined project graphs and reports that can be used to keep the team work well synchronized even through integrated information dashboards.