Project & Deals

Project & Deals

Project management is at the heart of our professional concerns. We have therefore given all our attention to ensuring the production of a management tool that is complete, powerful and ergonomic.

The elements that make up ‘Projects and Deals’ are:

  • Description
  • Scope
  • Tasks
  • Gantt diagram
  • Functions
  • Travels
  • Contracts
  • Third parties
  • Competences
  • Actions
  • Discussions

A Project or a Deal may include several sub-projects (deals) which in turn may generate other projects. The user is able to design a project or deal tree.

Project & Deals Description

A Project § Deals is attached to a specific service in a company and it may be linked to a parent project. It has a code that can be auto-generated according to the service where it is based, and it has a name, a description, and start and end dates.

A Project & Deals may be filed under its importance, by its type or by administrative status. It may also involve a working schedule that may differ from the one of the service to which it is related to. This schedule will be used to calculate the time devoted to each project task and the overtime hours worked by each employee. Lunch break times will automatically be taken into account in calculating working hours.

Tasks automatique generation : The user may automatically create tasks. If the tasks are not set to the fixed status type, the system will be asked to recalculate the planning to the project & deal.


This is a text zone which facilitates a definition of the functional perimeter of a project or a description of a deal. Find out about the description of a project on our site


A task is linked to a project or to dela. It may have a parent task as well as child tasks. A task can be classified according to its status, its category and its priority. It will have a name, a start date and an end date. These dates may be fixed.

Each task may be subject to a plan and this plan may stretch over several periods which may not be consecutive. Each task is linked to a function which must be defined in the project. For each stepof the task, the person responsible for the task will be able to issue a progress reportEach day, each hour or even each minute can be recordedin the task plan.

For each task, the user may attach one or more documents. For each task also, a forummay be opened for the different actors to exchange viewson the on-going task.

The Gantt chart

The Gantt chart is a tool used in project schedulingand management which allows you to visualise in time the different tasks constituting a project. It provides a graphic picture of the project’s progress.


This part allows you to describe the profiles of the persons needed for the implementation of your project or lead. One or more persons may be affected to one or more tasks and for varying lengths of time.


For each actor in your project or deal, the user can enter information on business travel – by car, by train or by air – along with the costs of the journey.


Here, all contractual information can be entered or loaded.The user can define the project or deal, the negotiated price (whether inclusive or for time spent), the payment type, the statusof the contract and the applicable currency of the transaction. The client and the supplier may be third party payers other than those directly involved in the project or deal. The user can load the documents relating to the contract and hold discussions.


In this part, the user will describe all the actors in the project or deal – actors who are not implementing the project or deal tasks. These may be an external consultant working as a natural person or a person who works for your client and has a specific responsibility in the project or deal. The fact that a person is registered in your actors list will give them access to information so long as the third party access module is available.

Third party

Here, the user will register the client, the suppliers, the consultants, theparties, the counterparts, the lawyers, the accountants, as well as other legal entity actors which have a function in the project. The fact that a legal entity is registered in this list will give them access to information so long as the third party access module is avaiable.


The user will inform the system about the competences required for the implementation of the project or deal, and the system can then put forward names of persons who have the required profile.


The authorized user can synchronise the project or deal with MS Project. He can also automatically generate an invoice for the project or deal.


Project & Deals includes a discussion zone where all actors can have live exchanges on issues relating to their project. The discussion will be saved and can later be transformed by the authorised user into a task for the project or deal.



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