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Description

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Description

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Blackbox Connector Yes 
Bottomline Paymode Yes 
Emburse Expense Enterprise Yes 
FMIS Asset Management Yes 
Google No 
Longview Tax Yes 
Manufacturo Yes 
Microsoft 365 No 
Sourcing Force Yes 

Integrations

Blackbox Connector No 
Bottomline Paymode No 
Emburse Expense Enterprise No 
FMIS Asset Management No 
Google Yes 
Longview Tax No 
Manufacturo No 
Microsoft 365 Yes 
Sourcing Force No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Deltek

Founded

1989

Country

United States

Website

www.deltek.com/en/products/project-erp/vision

Vendor Details

Company Name

Xergy

Founded

2019

Country

United Kingdom

Website

xergy.com/proteus/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management No 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control No 
Time Tracking Yes 
Workflow Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Payroll

401(k) Tracking No 
Attendance Management No 
Benefits Management No 
Check Printing No 
Compensation Management No 
Deductions Management No 
Direct Deposit No 
Multi-Country No 
Multi-State No 
Reporting/Analytics Yes 
Self Service Portal No 
Tax Compliance No 
Vacation / Leave Tracking No 
W-2 and 1099 Preparation No 
Wage Garnishment No 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop No 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Contractor Management

Contractor Database Yes 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies Yes 
Task Management Yes 
Work Hour Tracking Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Oil and Gas

Compliance Management No 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management No 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies No 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Work Management

Access Roles / Permissions Yes 
CRM No 
Calendar Management Yes 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban No 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control Yes 
Workflow Management Yes 

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