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What is Proteus?

Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow. With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.

What is Cleopatra Enterprise?

Cleopatra Enterprise stands out as the premier platform for Total Project and Turnaround Management, designed to enhance the effectiveness of your projects, especially those that are complex, including CAPEX, OPEX, turnarounds, and maintenance tasks. This comprehensive tool covers the entire project lifecycle by uniting functionalities for diverse project control disciplines within one advanced system. Centralized data forms the backbone of Cleopatra, fostering continuous improvements in project performance and enabling successful digital transformation. Specifically engineered to meet the distinct requirements of owners, EPC contractors, and engineering firms worldwide, Cleopatra adeptly addresses the unique challenges posed by intricate projects across various sectors. By leveraging its powerful features, teams can effectively navigate challenges and accomplish their project objectives with greater efficiency. In an ever-evolving landscape, Cleopatra not only adapts to the needs of its users but also drives innovation in project management practices.

Media

Media

Integrations Supported

Google
Microsoft 365

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xergy

Date Founded

2019

Company Location

United Kingdom

Company Website

xergy.com/proteus/

Company Facts

Organization Name

Cleopatra Enterprise

Date Founded

1996

Company Location

Netherlands

Company Website

cleopatraenterprise.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management

Collaboration

Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control

Contractor Management

Contractor Database
Skills & Competencies
Task Management
Work Hour Tracking

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Oil and Gas

Equipment Management
Inventory Management
Job Costing
Logistics Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Project Accounting

Not specified

Project Management

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

Project Planning

Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Offline Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management

Work Management

Access Roles / Permissions
Calendar Management
Collaboration Tools
File Storage / File Sharing
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

BIM

Not specified

Change Management

Not specified

Construction Estimating

Accounting Integration
Audit Trail
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Plumbing Estimating
Reporting/Analytics
What-if Analysis

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Overrun Reporting
Percent-Complete Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Oil and Gas

Not specified

Subcontractor

Not specified

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