Project Finances - Easy Redmine

Content

This is a bundle of Easy Redmine plugins for management of project finances. In particular, it helps to increase project profitability thanks to project budgets, financial statements of the project portfolio, cash-flow predictions and easy to use project price calculations.

CBS - Cost Breakdown Structure

Project finances can be visual. To have CBS - Cost Breakdown Structure, you need to have installed both WBS and Budgets plugins. All WBS finances are based on project budgets data where you have incomes/costs and personnel costs in plan and reality. This plugin is most useful during project planning, in budgets setting phase and ongoing project finance monitoring.

Key features:

The quick visual insight of project finances
No need to switch between work breakdown structure and cost breakdown structure
Creation of new income/expense from the mind map
Colour visualization of the positive, negative and neutral balance of your budgets
Print the mind map including budgets for each project and task

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Project budgets and cash flows

It is a plugin that monitors revenues, costs, payroll costs, and the final profit of the project. It also allows you to monitor real money entries in context with the defined plan and provides profit/loss statement of the projects, cash flow prediction, and cash flow history.

Key features:

Project budget plan versus budget reality
Monitoring of revenues, costs, payroll costs and profits, travel costs and reimbursements
Payroll costs are calculated from time spent, multiplied by hourly rates
Definition of hourly rates by roles, activities and members of the project team
External and internal hourly rates
Cash-flow prediction over the project portfolio

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Payroll and invoicing sheets

This plugin includes project timesheets multiplied by hourly rates. Filtering options and internal/external hourly rates allow to easily generate invoicing & payroll sheets. Integration with CRM and Contacts plugins allows to send branded invoices in PDF, XLSX or CSV to the customer directly from Easy Redmine.

Key features:

Timesheets multiplied by hourly rates
Payroll sheets by users
Invoicing sheets by projects
Complex filtering and settings
Integration with CRM and Contacts plugins - complete invoice in a few clicks
Easy reporting and insight into invoices/payrolls

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Cash flow in Gantt chart

Cash flows in your Gantt Chart is a tool most useful for an instant overview of project profitability over time, comparison of planned and actual flows of cash and for better balancing of cash flows across all projects.

Key features:

Shows cash flow balances straight in the Gantt chart
Money module is required to see and edit these balances
Balances per individual projects are shown in the respective project bars
Also shows details per subprojects

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Project price calculations and quotations

Easy Redmine tool for comprehensive project price calculations and quotations. Price calculations are based on realization time and defined hourly rates, as well as other fixed-cost items like materials, licenses, etc. Quotations can be easily branded and exported into PDF.

Key features:

Project price calculation from project tasks and their estimated time
User-defined calculation items such as materials, licenses, etc.
Discounts per calculation item and a total discount
Export of calculation into a PDF with a logo and colors in a form of a price quotation
Transfer of the project price from calculation to the project budget

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CEO Dashboard

Predefined personal dashboard suitable for CEO role is designed to provide at-a-glance awareness of current performance relevant to top management.

Key features:

Budgets overview
Resource management/dashboard
Detailed cashflow report
Strategic WBS
Company performance overview

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Finance Manager Dashboard

Predefined personal dashboard suitable for finance manager role is designed to provide at-a-glance awareness of current performance relevant to finance management.