Project Management software is a highly indispensable business
solution for organizations in order to achieve the success and constant growth.
Project Management is extremely vast that it includes lots of promising project
related processes such as task management, time track management, resource
scheduling and project reports. It helps in streamlining Project Management System of the
organization.
Talygen, a leading enterprise level Project
Management Tool has numerous intuitive and advanced features that
assist you in successful completion of projects within its deadlines. In the
last few blogs, we have enlightened you about latest advanced features
incorporated by Talygen. Today, in this blog, we will discuss about a unique
feature of Talygen’s Online Project Management Module, known as ‘’Project Request’’.
Client relationship is such an integral part
of every business organization that it always leads the list of priorities.
Companies have to establish and strengthen a sound relationship with clients
because the long term success of every organization depends on the level of
satisfaction clients get from them. The best way to know the satisfaction level
of clients is how frequent they get back to you with new projects after
completion of one project.
Keeping this in mind, Talygen offers an
intuitive project request feature that enable users to get repeat business or
projects from existing clients. Clients can easily and promptly quote a request
of new project. This allows organizations to instantly respond to a new project
with the required quotations. Once, the quotations have been accepted by the
clients with their approval, Project Managers can start working on it
immediately with a certain deadline given by clients.
Here are some robust features of Talygen’s
Project Request feature powered by Web-Based Project Management Module:
Add Owners
Talygen’s Project Management System allows
Managers to add owners of the projects assigned by clients through Project
Request feature. Once any project is listed on the listing screen of Project
Request, Company Admin (Senior Managers) can appoint any one or more Project
Managers as an owner of the project, so that they are answerable and
accountable for that particular project and proceedings.
The process of adding an owner is pretty
simple. Just click ‘’Add Owner’’
from the listing screen to add a new owner, a new screen will appear. It
showcases the list of project managers available (The availability of project
managers can be enabled from advanced settings tab of user {Project Manager})
at the moment. Select any one project owner(s) from the dropdown list and click
‘’Save’’ to add the owner. You can
also cancel the details by clicking ‘’Cancel’’
button.
Accept/Reject Project
Request:
As we mentioned earlier, the entire procedure
of getting new projects by clients in Talygen’s Project Management Tool is very
simple and user friendly. Once any new project is received from a client, Company
Admins are allowed to accept or reject that project after discussing with
Project Managers and other team members. This helps in streamlining project
management process, so that team will start working on the project as soon as
possible with a manageable deadline.
To accept or reject the project request, get
into the listing screen of Project Request. Select the project (s) as per your
priorities and click ‘’Accept’’ if
you want to work on this project. A comment box will appear in which you can
share your comments and click ‘’Accept’’.
You can also reject the project request by clicking ‘’Reject’’ button. Company Admins can also convert the project
request into final project by clicking ‘’Convert’’
button.
Quotation Preview:
Quotation plays an integral role in dealing
with clients on any project. It shows the details of financial part of the
project including name, number and price of items. Talygen’s Project
Management Solution also provides a quotation preview feature which
showcases a quotation preview of the project sent by the client.
In this preview, all details regarding the project
is mentioned including quote number, issue date, company name, client name,
email id, address of the client, due date, items name, units, amount. It also
includes a comment box section in which Company Admin can post comments related
to project, it will be shown below comment box as in threads.
Project Request Status:
Talygen’s Project Management Module provides
a Project Request Status feature to showcase the current status of the project
request made by the client. Primarily, there are 4 types of status, i.e. Active, Accepted, Rejected and Converted. Active status means that the project is still active and Project
Managers will soon take a call regarding this project (to accept or reject the
request). Accepted Status means that
the project request made by client has been accepted. Rejected status means that the project request has been rejected
while Converted status means that
the project request has been converted into project.
Final Words
Project Management is a necessary part of any
organization that drives its success but if you want to take your business
forward for longer duration then you should need a Project progress tracking tool like
Project Request that will help you to have a sound relationship with your
clients.
For more details about Project Request tool,
kindly visit the official website of Talygen https://talygen.com/
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