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LEI Project Organizer

Internal Time-Tracking and Reporting Tool

LEI produced the LEI Project Organizer for in-house project and time tracking. We bid most of our projects with a fixed quote that is based on time estimates, so we like to know exactly how much time each project takes. This information helps us build more accurate estimates for future projects as well as manage current projects.

Features of the software include:

• A browser-based interface (for Intranet use) that supports four levels of organization: Project, Task, Activity, and To Do.
• Supports multiple users with a secured login to establish user identification.
• Time tracking at Project, Task, and Activity levels.
• Estimating at all levels.
• Allows extensive project documentation with instructions and comments.
• Analysis reports for estimating, billing, project review, and project status.
• Tracks client information and meeting notes.
• Tracking of billable and non-billable time at the activity level. Reports allow roll-up at the project and task levels. Supports Open and Close (stopwatch) functions as well as manual input of time charges. Warns against overlapping time charges.
• Copy function for cloning the task and activity structure from an existing project.

Interface Samples

The project level (see Figure 1) defines time charging and estimating parameters. The "confidence factor" allows you to adjust estimates based on how confident you feel about the information on which your estimate is based.

Figure 1: The Project Summary page shows project parameters and tasks.

The task level (see Figure 2) lets you group project activities into a logical organization.

Figure 2: The Task Summary page displays a group of related activities.

The Activity Summary page is where most of the action takes place (see figures 3 and 4). This page displays To Do items and the charges that have been entered against the activity. Functions are available to open and close a charge, maintain charges, and maintain To Do items.

Figure 3: The Activity Summary page (part 1 of 2) displays all To Do items associated with an activity.

Figure 4: The Activity Summary page (part 2 of 2) displays Activity charges as well.

Most Project Organizer reports have a selection page that lets you enter report selection criteria (see Figure 5), and a report page that displays the results (see Figure 6).

Figure 5: Report selection pages let you select the information that should appear on the report.

Figure 6: Report pages display the information that matched your selection criteria.