How to Manage Projects

Last updated: 2025-02-09

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Project Management from Sales to Delivery

With Aptien, you can keep basic information about your jobs, keep track of deadlines, or manage and coordinate all work on jobs using tasks. Aptien is primarily intended for such project where it is necessary to manage and coordinate the work of people and to have the project documentation in one place.

It is therefore suitable for jobs that are intensive in work, teamwork and communication and documentation. This is typically the supply of professional services in the field of IT, engineering, marketing, but also one-off piece production or construction.

The biggest benefits of project management in Aptien are:

Team communication and work management using tasks
Automatic monitoring of various dates on the project
Sharing documentation across the team
Automatically generated handover protocols or other documents to pdf
Cooperation with suppliers

How to Manager Project with Aptien

Aptien project management includes all activities from the receipt of a new project from a customer. You keep what you need for each job and manage your work on it using tasks. For deadlines and tasks, you continuously monitor their fulfillment, and thanks to the clear status display, you can easily get an overview of all project s.

You keep the project documentation in attachments in one place so that it is accessible to all people involved in the project . You keep minutes of meetings or notes from activities, both your internal and meetings with customers or suppliers, directly for each project. In the team tab, you have an overview of all the people working on the project . You can monitor the key dates on the project with the help of watchdogs.

Accepting a new project

It is important to have all the information together and under control from the first moment. Otherwise, everything will start and you will be constantly looking for the same information in different places. Entering everything into Aptien from the start will save you a lot of time later.

Easy creation of a new project (or create from Deal)
Saving the request and entering basic information about the customer
Attaching the procurement documentation or request in the form of attachments

Management of information important to the implementation of the project

The initial information from the request may remain the only valid information throughout the contract. In practice, however, there are many projects that involve intensive communication throughout their entire course, either between your people or between you and the customer. All information, including contact details for all parties involved, will be conveniently provided for each individual project .

Contacts for people working on the project
Additional information on the progress of the contract
Custom documentation and its sharing across the team

Keeping an overview of all project in the company

All projects at all stages will be conveniently available in one place.

Keeping an overview of all projects and their status

Management of all activities and records related to the contract

The records of what was agreed with the client or in the meetings of the implementation team is as important as the subsequent management of the work. You will especially appreciate records of all meetings, emails or phone calls in retrospect when you want to see what you agreed on. Tasks and management of contract work

Keeping records and all activities related to the project
Creating tasks directly from the notes

Project Management

Communication between the people involved in the job is key and can cause communication or email hell. Misunderstandings or other information noise then lead to unnecessary costs or client dissatisfaction. Aptien allows you to manage work using tasks or, for example, to keep notes. You will appreciate all this with the growing number of people involved in the job or with the time interval when this and that was done on the job.Tasks and management of contract work

Keeping records and all activities related to the project
Monitoring contract deadlines
Managing contract suppliers and sharing documents with them

Delivery of the Project to the Client

Handing over the results of your laundry, whether it is a product or another result of your work, usually requires some form of handover, which you confirm with the customer and then attach to the invoice. Aptien allows you to automatically populate such a log from stored data. This will save you a lot of work, because you won't have to do it somewhere "in Word".

Print custom sheets using print forms
Delivery or acceptance protocol of the project result

Management of subcontractors on your project

If there are other subcontractors involved in the fulfillment of the project that you need to manage, you will use the extranet for this.

You manage the work of your subcontractors using an extranet
You can share information documentation with them
You can manage your subcontractors using tasks

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