Primetric Features
What are the features of Primetric?
Time Tracking
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
Mobile Time Tracking
- Time Tracking
Administration
- Workflow
Platform
- Reporting
- Performance and Reliability
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Time Tracking
Ease of Completing Timesheets | Timesheet entry takes little time and is intuitive for new users This feature was mentioned in 26 Primetric reviews. | 96% (Based on 26 reviews) | |
Tracking Time to Project/Task | Users can easily track time based on task or activity and assign to projects This feature was mentioned in 26 Primetric reviews. | 98% (Based on 26 reviews) | |
Billable Time Rate Management | As reported in 20 Primetric reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. | 98% (Based on 20 reviews) |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Mobile Time Tracking
Time Tracking | Allows users to track and enter time spent on project tasks from mobile device. This feature was mentioned in 17 Primetric reviews. | 87% (Based on 17 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 11 reviewers of Primetric have provided feedback on this feature. | 95% (Based on 11 reviews) | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
Policy Compliance Management | See feature definition | Enables administrators to create rules that enforce compliances of corporate time and expense policies | Not enough data |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Standard Integrations | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | Not enough data | |
Access Management | Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | Not enough data |
Platform
Reporting | As reported in 14 Primetric reviews. Access pre-built and custom reports and dashboards. | 96% (Based on 14 reviews) | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 15 Primetric reviews. | 98% (Based on 15 reviews) | |
APIs | Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data |
Tasks
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Projects
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | Not enough data | |
GANTT | Provide visual representations of tasks, dependencies, and progress. | Not enough data | |
Calendar View | Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | Not enough data | |
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Issue Tracking | Track issues at the project or task level, and manage resolutions. | Not enough data | |
Templates | Provide standards templates that can be customized by users to create new projects. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Methodologies | Support agile and waterfall project management methodologies. | Not enough data |
Resource Management
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Project Monitoring
Baselining / KPIs | Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | Not enough data | |
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Cost Tracking
Identification | Capture costs at different stages of the project | Not enough data | |
Allocation | Allocate costs to resources, tasks, or projects | Not enough data | |
Standard Costs | Define standard costs for resources and activities | Not enough data |
Planning
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. | Not enough data | |
Forecasting | Provide demand-driven forecasts to prepare and plan for future projects. | Not enough data | |
Corrections | Identify misutilizations and provide suggestions to improve planning and scheduling. | Not enough data |
Cash Flow Management
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | Not enough data | |
Income and Expenses | Add one-time or recurring items to your cash flow and add line items for each payment or deposit. | Not enough data | |
Track Cash Flow | Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. | Not enough data |
Cash Flow Forecasting
Historical Data | Cash flow forecasting is based on past transactions and historical financial or operational data | Not enough data | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets | Not enough data | |
Forecast Types | Support multiple types of forecasts such as balance sheet and cash flow forecasts | Not enough data | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) | Not enough data | |
AI | Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns | Not enough data |
Analytics
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. | Not enough data | |
Reports | Generate cash flow reports in order to see where money is coming in and where it's going | Not enough data | |
Forecast Comparison | Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | Not enough data | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | Not enough data | |
Forecasting | Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | Not enough data | |
Reporting | Access pre-built and custom reports and dashboards that can be configured by users. | Not enough data | |
KPIs | Include business and financial KPIs that are specific to project and portfolio management . | Not enough data |
Financial Data Transfer
Data Transfer | Automates the transfer of data between an organization's ERP system and its bank | Not enough data | |
Data Exchange | Streamlines the exchange of information between internal systems | Not enough data | |
Reporting | Automatically extracts data required for cash forecasting and liquity reporting | Not enough data | |
Access | Restricts access to certain users within an organization, or provides access for third parties | Not enough data | |
Integration | Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software | Not enough data |
Project Management
Project Planning | Generate plans that define tha main activities and resources needed for a project | Not enough data | |
Project Tracking | Monitor the progress or all tasks and activities that are part of a project | Not enough data | |
Resource Definition | Contains library of skills and resources to allow project managers to find and assign to projects. | Not enough data | |
Resource Management | Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | Not enough data |
Accounting
Revenue Recognition | Automate revenue recogniton by project, portfolio, or milestone and deliverable. | Not enough data | |
Invoice Management | Ability to create and send electronic invoices, including templates that can be customized/branded. | Not enough data | |
Project Accounting | Deliver features to track and manage costs and revenues by project. | Not enough data | |
Budget Tracking | Enables accountants and project managers to track and manage budgets. | Not enough data |
Portfolio Management
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. | Not enough data | |
Portfolio Performance | Monitor the performance of different types of portfolios and programs. | Not enough data | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. | Not enough data | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data |