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What is WETHOD?

Start by collecting all potential opportunities within your sales or project pipeline, ensuring you capture vital details such as the account manager, pricing, duration, and probability of closing the sale. After gathering this information, lay the groundwork for your project by drafting a budget and proceeding with implementation. Next, direct your attention to the client dashboard, where you can set revenue objectives and track sales performance with precision. Regularly update client data, define clear revenue targets for each account, and analyze patterns that impact both your victories and challenges in securing projects. Following that, identify and sort all necessary resources for your project into specific areas and tasks. As this process unfolds, adjust your budget to reflect these changes while keeping a detailed historical record of various budget iterations for future reference. Finally, align your work schedule with the established budget, as ensuring consistency between planning and financial resources is essential. By strategically planning production, outlining milestones collaboratively, and fostering open communication, you can boost team productivity and guarantee that every aspect of the project is meticulously organized and positioned for success. Additionally, regular progress assessments will help keep the project on track and address any issues proactively.

What is Deltek Open Plan?

Open Plan is an essential element of our PPM suite, featuring advanced project scheduling tools that support multi-project analysis, critical path planning, resource allocation, and risk management, all aimed at improving the quality of project timelines and plans. Its sophisticated functions allow users to identify quality issues while ensuring compliance with both industry norms and corporate best practices. Users can effortlessly develop, oversee, validate, and maintain project schedules while tracking progress and updating forecasts seamlessly. By implementing strong controls, teams can confirm logical integrity, evaluate quality, and ensure alignment with best practices, organizational guidelines, and regulatory requirements. The system allows for efficient resource allocation and management of budgets, thus enhancing performance and mitigating risks. Furthermore, the tool simplifies planning with rapid data entry, detailed analysis, and extensive reporting on project progress and predictions. Additionally, automated quality assessments and logic checks provide instant feedback during the scheduling phase, significantly boosting overall productivity. With the integration of industry-standard protocols and customizable validation criteria, Open Plan guarantees compliance while promoting effective project delivery. This powerful solution not only optimizes project results but also encourages ongoing improvement within organizations, ultimately contributing to a more effective project management environment. As a result, teams can focus on strategic execution while minimizing potential setbacks.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$13.90 per user, per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour 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

Wethod

Company Website

www.wethod.com

Company Facts

Organization Name

Deltek

Company Location

United States

Company Website

www.deltek.com/en/products/project-and-portfolio-management/open-plan

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Categories and Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

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