FM - Financial Management

This complementary module is compatible with the core modules SM (SM – Service Desk
and Service Management) and PM (Project and Portfolio Management).

It makes it possible to manage budgets, final balance sheets and forecasts for human resources, expenses and ad hoc general expenses (for example costs relating to the purchase of hardware, software, equipment etc)
At a high level, the main functions that this module offers are as follows:

• management of timesheets and expenses
• management of purchase contracts
• management of sales contracts
• management of project budget, final balance sheets and forecasts ( in conjunction with the PM module)
• management of project budget, final balance sheets and forecasts ( in conjunction with the SM module)
• management of budget, final balance sheets and forecasts for individual processes (eg. change, problem, requests etc) ( in conjunction with the SM module)
• Pro-forma invoicing for projects and / or services ( in conjunction with PM or SM modules)

The module offers a basic reporting function that with the REP (Reporting Management) module becomes unlimited.