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The Ideal Project Manager (PM) is truly an invention
born out of necessity. After searching for months for project management software
capable of meeting our simple requirements, Ideal finally decided to develop it
in-house. The challenge then became to produce a custom software application
that could be utilized by other businesses generically.
Key to fulfilling our needs was that PM had to be able to accommodate
Ideal, our clients and our partners (Vendors), to whom we outsource select services. This
"triangle" of user types further required that certain screen elements and features not be
visible to certain user types. For instance, Client Users can see their project ledger
but Vendor Users cannot. We simply couldn't find a product that provided such
flexibility. Moreover, most products seem over-burdened with features that looked good
but provided no real value.
Simple but Powerful
PM is focused on task management so that you can be focused on completing your
project successfully. Use PM internally, between your firm and clients, or
between your firm, clients and vendors. Easily monitor tasks and communicate with
clients and vendors on a per task level. Take control of projects by channeling
all correspondence through each project.
PM is perfect for IT companies, architects, engineers, contractors, law firms,
government agencies, healthcare providers, students, consultants, or you name it!
Try PM for 30 Days at No Cost - Click Here
Ideal Project Management System Features
- Create 3 Types of Users: Admin, Client , Vendor
- Create Clients and Projects
- Assign Projects to Users
- Users Only See Project to Which They are Assigned
- Create and Assign Tasks
- Accept/Reassign/Comment/Date/Complete/Update/Delete Tasks
- Attach Files (documents/images) to Tasks
- Download/Upload Attached Files
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- View Project Ledger (Invoices/Payments/Balance)
- Select Users Allowed to View Ledger
- Review All Comments per Task
- Reinstate Deleted Tasks
- Easy to Use - Intuitive but Powerful
- Customize to Your Business
- Secure - Login Required
- Web Enabled - Use from Anywhere
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Ideal Project Management System Screens
User Task Screen - Starting from the left: All options displayed for Admin users. Project Ledger and Projects displayed
for Client users. Only Projects assigned to Vendor user displayed. Tasks listed
chronologically. Completed tasks listed at bottom of task list. Date is date
requested for completion of task. "By" is creator of task, "For" is assignee.
"Status" reflects User's required action. "N" (New) indicates new task to assignee
only (all other users do not see new task that is not accepted). "O" (Open) indicates
nothing required of user. "W" (Waiting) indicates User has sent task to another User
for action and is waiting for reply. "U" (Update) indicates action is
required by User. "C" (Completed) indicates task has been completed.
Admin Screen - Starting from the top:
Create Users, select type, assign Client Users to Client. Create login and password
Input Name and phone. Select email notification of task and input email address.
Next: Create Client. Next: Create/Modify project. Next: Assign Users to Project.
Next: Select Client and Project. Input invoices. Input payments. Delete invoice
or payment if required.
Project Ledger Screen - View project cost, invoices, payments and balance for each
project.
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