Professional services
ERP for projects, people and professional services
Bring projects, timesheets, milestone billing and resource costs into one place. Connect the work your people deliver to the project and finance records your team needs to review.
Projects & assignments
Keep the project, its scope and the work to be delivered in one connected view.
Timesheets
Bring recorded time into the project review, so effort can be considered alongside the work delivered.
Milestone billing
Connect the agreed billing milestones to the project and the records behind each invoice.
Resource costs
Review resource costs alongside project activity to understand the work behind the figures.
Project documents
Keep the supporting documents your team needs within the connected document-management workflow.
Finance & people
Connect the project conversation to finance, HR and payroll records through the modules in your scope.
Projects, timesheets and billing connected to VisionONE ERP.
Discuss your project workflowOn this page
Professional services · VisionONE ERP
A connected project workflow
From the assignment
to its invoice.
Follow the project, its effort and the agreed billing milestone. Choose a stage to see the records worth bringing to your demo.
Stage 1 of 4 · Scope
Start with the work and the billing basis.
Identify the project, its deliverables and the milestones that trigger billing. Bring the current agreement and an anonymised project example to the demo.
Project records to review
- 01
- Project and deliverables
- 02
- Agreed billing milestones
- 03
- Records to review
Stage 2 of 4 · Record
Make the time visible in the project.
Review how timesheets and resource costs relate to the project. Bring a sample period so the demo can follow the records your team uses.
Project records to review
- 01
- Timesheet period
- 02
- Project reference
- 03
- Resource-cost records
Stage 3 of 4 · Bill
Connect the milestone to its invoice.
Use one agreed milestone to explore the billing workflow. Compare the project records and billing requirements before confirming the process your team will use.
Project records to review
- 01
- Milestone reached
- 02
- Supporting project records
- 03
- Billing requirements
Stage 4 of 4 · Review
Read the project and finance records together.
Review the project, recorded effort, resource costs and billing with a consistent reference. Identify the questions management needs answered.
Project records to review
- 01
- Project activity
- 02
- Time and resource costs
- 03
- Billing and follow-up
This is a workflow guide, not a software screen or customer project. Use the demo to confirm your project, timesheet and billing requirements.
Project review views
See the project.
Understand the position.
Choose a view to explore the project, time and costs, or milestone billing. Keep the same project reference across the conversation.
Keep the assignment in view.
Start with the project and its deliverables. Review the scope, billing milestones and supporting documents together.
Project review
- Project reference and current scope
- Deliverables and billing milestones
- Documents needed for the review
Understand the effort behind the work.
Review timesheets and resource costs alongside the project. Discuss the reporting your team needs to compare effort with the work delivered.
Effort and cost review
- Recorded time for the project
- Related resource-cost records
- Reporting periods and required outputs
Trace the work to its invoice.
Connect the agreed milestone and supporting project records to the billing conversation. Include one exception your team needs to resolve.
Billing review
- Milestone and its agreed billing basis
- Project records supporting the invoice
- Questions and outstanding follow-up
These panels are a review guide, not software screenshots. Bring the reporting periods, fields and outputs your team needs to confirm the fit.
People, records and delivery
Keep the work
connected to its people.
When time, projects and billing sit apart, work can go unbilled. Review the people, effort and records behind each assignment together.
Projects, time and billing together
Follow a project through recorded effort, resource costs and milestone billing rather than reviewing disconnected records.
People in the same conversation
Explore the HR and payroll connections relevant to the people delivering the work. Confirm the modules and responsibilities in your scope.
Evidence alongside the work
Use document management to keep the records your team needs for a project review. Bring the documents you already rely on.
Include the exception.
Bring an unbilled milestone, a timesheet query or a resource-cost question. Review the records needed to explain it rather than demonstrating only the routine path.
Plan the setup
Start with a project
your team knows.
Use an anonymised assignment to agree the records, modules and reporting your team needs. Include data migration, training and support in the proposal.
Define the project workflow
Bring the project scope, timesheet process, resource-cost records and milestone billing basis. Confirm how these need to connect.
Prepare representative records
Bring an anonymised project, a sample time period and the documents behind one milestone. Identify any existing records that need migration.
Agree reporting and handover
Identify users and reviewers, the reports they need and the training required. Confirm implementation, migration and support responsibilities in the written scope.
Connected modules
Connect delivery,
people and finance.
Explore the finance, HR and payroll, and document modules behind the professional services workflow. Confirm the modules and project requirements in your demo.
Questions, answered
Before your
project demo.
Bring one assignment and the records that show its effort, costs and billing. Use the questions below to prepare.
What can we review for a professional services business?
Start with projects, timesheets, milestone billing and resource costs. Follow one assignment and confirm the connected finance, HR, payroll and document workflows your organisation needs.
Can we explore billing against project milestones?
Yes. Milestone billing is part of the professional services workflow described by VisionONE. Bring an anonymised agreement and one milestone so the demo can show the billing process and confirm the required scope.
How should we prepare to review time and resource costs?
Bring a sample timesheet period, its project reference and the resource-cost records you use today. Include the report management needs so the demo can compare your requirements with the available workflow.
Which VisionONE modules are relevant?
Finance & Accounting, HR & Payroll and Document Management are the connected modules identified for professional services. Confirm the project, timesheet and billing requirements and the modules needed in your proposal.
Is this a sample software screen or a customer project?
No. The workflow and review panels on this page explain the records to discuss. They are not software screenshots or a representation of an actual customer project.
What should we bring to a demo?
Bring one anonymised project, a sample timesheet period, the resource costs and an agreed billing milestone. Include the documents and reports you need, plus one exception worth reviewing.
See it with your records
Bring one project.
Trace it to the invoice.
Review the project, a timesheet period, resource costs and an agreed billing milestone. Include one exception so the demo follows the practical work your team handles.
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