The project management module enables the convenient planning and ongoing handling of various types of projects: investment, research, educational, commercial or training. The system allows for planning and settlement of projects funded internally or externally, including both short-term and multi-year ones. All data and documents are clearly collected in a project file, which can contain: contracts, correspondence, public procurement requests, emails, notes, schedules and other documents related to the project. The module also supports the detailed planning of individual tasks and generates notifications about significant project events
Korzyści:
Comprehensive management of multiple projects simultaneously
Ongoing monitoring of projects from an organizational, financial and personnel perspective
Direct access to all documents and information related to individual projects
Full control over project budgets and expenditure
Project Planning and Organization
Creating a project file in the system can be preceded by a workflow for approving the project request. The project file includes complete project information from its creation through the implementation and settlement. Setting up a project file involves defining, among other things, the project title and description, implementation period, sources of funding and project team. At this stage, the project budget is also defined.
Project Scheduling
The system makes it possible to define project phases, tasks and sub-tasks, to create links between them, to assign responsible individuals and to determine deadlines and sequence of execution. Stages and tasks can be triggered manually or automatically, either in parallel or sequentially. Tasks can be paused and restarted, notes added or reminders sent - all via a graphic panel. The schedule is also available as a Gantt chart.
Project Budgeting and Settlement
The module enables the creation of cascading budgets based on projects, tasks and analytics accounts defined in Bosflow or imported from an external system. The project budget shows planned, reserved and actual expenditure. Project budget settlement depends on associating budget items with documents that impact their execution, such as invoices or orders.
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moduł bosflow
Custom Modules and Processes
With Bosflow, it is possible to model virtually any business process. In addition to the predefined, most commonly implemented modules and processes such as registry office, invoice workflow or leave requests, every organization has its own distinctive business processes that can be reflected in the system. Bosflow also serves as an excellent repository for all types of documents important to an organization, for each of which a dedicated register can be set up within the system.
Bosflow is built on a low-code platform that enables the definition and modelling of any business process in the system. The process modeler and form builder allow users to design forms and specify process flows in an accessible way, without any programming knowledge.
The system also includes a built-in OCR module that recognizes text in documents that are scanned and entered into the system. As a result, the document’s text content can be indexed in the search engine, making it easy to locate within the electronic register. Based on the text content read by OCR, each document can also be automatically classified into the appropriate category.
The personnel management module is one of the few modules that applies to all employees within an organization. As a result, the effects of its implementation and the resulting benefits are experienced by the widest group of users. Bosflow supports both hard and soft aspects of human resources management. Full system efficiency is achieved through integration with the client’s existing HR and payroll system.
