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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

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

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

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

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

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


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.

Key features:

  • Budgets overview

  • Wages and billing report

  • Budget on project

  • Detailed cashflow report

  • Sales dashboard


Finance Dashboard

Reporting of financial operations is an integral part of financial management that helps in reporting the financial aspects of a business service to various stakeholders in the organization that consumed this service such as the business unit heads, department heads, or account heads.

Key features:

  • Continuous tracking of all aspects of financial performance over a time period
  • Common financial KPIs like incomes, earnings, costs, expenses, etc.
  • Shows the difference between the total charges and total costs for a defined time period
  • The heads-up information, right at your fingertips, can be further utilized to reveal trends over a time period
  • May serve as your central workspace for finance management
  • Customize the information featured on the dashboard

Budgets Statement Dashboard

Budgets Statement Dashboard is an interface for the financial managers and analysts to quickly view the significance of budgeting and forecasting data at a glance. Create budget and forecast plans. See projects with the highest revenues, total costs, and profits. Control plan fulfillment of your profit or compare any financial data with the previous period.

Key features:

  • Shows the expenses that have been planned for a defined time period
  • Displays the difference between planned and real budgets over a time period
  • Lists the departments with the highest budget for a defined time period
  • Shows the trend of the budget over a time period
  • May serve as your central workspace for budget management
  • Customize the information featured on the dashboard

Payroll and Invoicing Dashboard

Tracking payroll and invoicing operations is a high priority for any business. Understand your payroll and invoicing sheets at a glance. See which invoices have been paid, are due or overdue - so you know what money you're owed and who you need to chase up.

Key features:

  • Track payroll and invoicing operations at a glance
  • See what money you're owed and who you need to chase up
  • Stay on top of your billing at all times
  • May serve as your central workspace for payroll and invoicing management
  • Customize the information featured on the dashboard

Additional information
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