Personalize your Experience
Design your own workspace and dashboards, from the device you use, to colors, to display size. Even the dashboards have many customizable options, including columns and filters.
Schedule & Tasks
View your complete schedule for the day from a simple dashboard that you can access from anywhere, even your mobile device. Auto, two-way sync with other calendaring tools allow for the most accurate daily schedule.
Bookmark any key page, mark tasks complete, and add time directly from the lists. Drill down to the project, task details, and a full calendar where you can get more information when you need it.
Click and drag to re-organize tasks and assignments in the order you want. Due dates are clear – and in red when overdue! Take action right from the lists or task cards. Drill-down to see all task details including:
- Task collaborators
- Task documents
- Add a comment and view a diary of all conversations
- Add time
- Mark as complete when finished. An alert can automatically be sent to the next person on the schedule!
Review, Update, Approve!
Access all your projects and directly link to alerts, documents, the creative brief, specifications, estimate, schedule, and QvA status without drilling into the project.
- Filters allow you to quickly reduce and expand the data.
- Clear visual indicators let you know if you’re getting close to or going over budget.
- Push alerts proactively inform when a project or task on a project goes over budget!
- Drill-down to Quote vs Actuals (QVA) to see project specific financials and status.
The context-based Unity Menu is another way to gain quick and easy access to any project component from almost anywhere. Quickly jump to any area of the project with a quick click.
Achieve effortless time entry from anywhere – with a few clicks from your web browser or your mobile device. Enter time daily in a format by week using a template, your task list, or copying previous time entries. View progress and hours allotted and remaining from the progress bar. Time is posted to projects immediately and can be compared to budget or project estimates. Variances are reported upon immediately! Advantage even tracks missing time and sends Email reminders and Alerts to keep you on schedule.
- Expense reporting is simple, efficient, and completely integrated.
- Enter expenses and apply to client jobs or general agency categories for cash and company credit card expenditures. Credit card expenses can be imported to speed up data entry.
- Mileage and other rates are inserted automatically.
- Enter comments and upload copies of receipts for each entry.
- Send electronic receipts and other documents to your expense report from your mobile device.
- Submit for supervisor approval. Once approved, entries are ready for accounting to final approve and pay. Approval status and payment details are available for every entry.
- Expense reports and receipts are available electronically forever.
With our native mobile apps, you can access your complete schedule, tasks, assignments, and time sheets from anywhere and from almost any device.