We’re excited to share the latest updates to Proteus. Proteus v2.10 is focused on streamlining billing processes and improving how you access and report on your project data. These new features are designed to:
- help your teams work more efficiently
- stay on top of project performance
- drive profitability.
Cut admin time and stay on top of project performance at every stage
At Proteus, we’re committed to helping engineering consultancies and project owners work smarter, faster and more efficiently. With the release of Proteus 2.10, we’ve introduced a range of powerful new features designed to save time, enhance project processes and improve the overall user experience.
From a fully redesigned invoicing module to reporting enhancements, this update is packed with improvements to drive project success.
Streamlined Billing with Invoicing 2.0
Invoice faster with full visibility and fewer manual steps.
We’ve completely redesigned our invoicing module to make billing faster, easier and more intuitive than ever. Invoicing 2.0 comes with a brand new modern, user-friendly interface that simplifies the entire process from creation to tracking.
Invoicing is an admin-heavy, time-consuming process but Proteus lets you generate invoices seamlessly and provides unrivalled visibility over project finance. The RAG view and mini-dashboard ensure you know exactly which invoices have been approved, which have been paid, and which are still outstanding, helping you stay in control.
The RAG view (red, amber, green) traffic light view makes it easy to quickly see the status of all your invoicing related to the project you are working on. No more nagging your finance team for an update!
Additionally, for teams handling reimbursable projects, invoicing just got even smarter. You can now generate invoices by individual work packages, selecting specific timesheets by work package and date range. Proteus will automatically compile the related timesheet report and attach it to the invoice. This is a game-changer for teams managing hundreds of invoices monthly, saving significant time and reducing manual effort.
Better Billing Control with Automatic Timesheet Locking
Stay in control of billing accuracy with automated timesheet locking.
For most companies using Proteus, timely timesheet submissions are essential for accurate client billing. To help with this, we’ve introduced automatic timesheet locking.
Admins can set a specific time that timesheets will be locked. If a user’s timesheet is missing or needs to be altered, an admin can unlock it for 24 hours allowing changes to be made without compromising overall control. This feature streamlines timesheet management, improving control and efficiency by preventing late submissions.
Automatic timesheet locking streamlines timesheet management.
Advanced Currency Conversion
Eliminate currency confusion with consistent global rate handling.
Working globally? Our enhanced currency conversion functionality ensures consistent exchange rate handling across all key modules in Proteus, including contracts and rate tables, proposals, projects, variations and reports.
So, whether you’re pricing a proposal, creating a variation or an external report, Proteus guarantees you’re consistently working with the right currency.
Select the appropriate currency for each contract, and make working with multiple different teams in different countries easy.
Enhanced Flexibility in Managing Variations
Manage project changes faster with fewer steps and more flexibility.
Managing change is an inevitable part of every project. Our variations feature is extremely popular with our clients, and we are continually working to further enhance its capabilities.
You can now add and edit team resources directly within variations as opposed to doing it through rate tables. Although this sounds like a small change, it has improved user experience by being more flexible and saving time as fewer steps are required.
Edit project resources directly within the variation order you are creating, saving time and making scope change flexible.
Enhanced Reporting Capabilities
Build and share tailored project reports in minutes.
Successful project delivery depends on clear visibility into every stage, from initial pursuit to execution and completion. For project managers, business developers, and firm leaders, having timely insights into progress, performance, and potential risks is essential. A pain point for most companies comes with gathering this information. It often means searching through scattered data to assemble a coherent picture.
That’s why effective reporting is vital. We’ve further enhanced our reporting tools to give users more control and flexibility.
In Proteus, you can now create custom datasets and save them as ‘views’ to be shared externally via a secure link, even with users who don’t have access to Proteus. Hide internal work packages, select relevant metrics and add automated elements such as Gantt charts and S-curve graphs.
42% of project professionals spend over a day manually collating project reports. Proteus’ reporting features help project teams reclaim this valuable time and focus on more pressing tasks.
We have also introduced additional downloadable reports including project financial summary, tracking, and employee utilisation making it easy to extract key insights for evaluation outside of Proteus.
Share detailed, well-presented reports with teams outside of Proteus, with the click of your mouse.
At Proteus, we’re committed to continually developing and releasing features and functionality that streamline operations, reduce manual effort and improve efficiency. From streamlined invoicing to enhanced reporting, every update in Proteus v2.10 is designed to drive project success.