Large Assignment

It deals with assignment complex in nature and process, either on cost, time or effort estimation. This module is designed to generate, update and track end-to-end processes, activities and tasks along with the team and its performance.

Assignment Record

Assignment Record is an exclusive tool for work assignment planning and a core feature of practice management. This feature enables one to plan, organise, monitor and control the work assignment. Assignment Record gives insight on the specific requirement of client and permits to record the change requests if any. It facilitates in recording and analysing scheduler for work assignment along with the requirement of efforts. It up-keeps in deciding and analysing three prominent estimation i.e. time, efforts and cost. It includes features:

  • Create Assignment
  • Create Task and Effort Estimation
  • Capture Requirement
  • Workflow Managements

Team Formation

Perfect Team is the ‘Key to Success’. Each assignment needs firm skill-sets and attributes. It is a major task of finalising the team for a particular assignment. This feature abets team formation with ease. It allows to check and analyse the workload on the existing employees and directors/partners. The feature showcases unoccupied, occupied and over-occupied employees and directors/partners. The feature, also exhibit KSA (Knowledge-Skills-Attributes) of each employee. So that, one can make intelligent decisions in selecting team without over-burdening. This feature includes:

  • Analyse Team Requirement
  • Build Team
  • Assign Roles and Responsibilities
  • Define Team Leader
  • Set Communication Hierarchy
  • Set Escalation Matrix
  • Team Allocation

Sub Assignment

Company accounts filing has various measures like accounts, audits, asset verification, balance sheet preparation, etc. Each of these requirements needs explicit team for precise execution. Hence, this feature helps in creating sub - assignments to monitor the progress level. The features include:

  • Create Sub-assignment
  • Time Estimation
  • Effort Estimation
  • Team Allocation

Make Process

Once the assignment is formed, it is obligatory to figure out a process. The accumulated progress of multiple processes will generate the result of specific assignment. This feature facilitates in creating processes along with different types of start and end points. This feature manages parallel or individual processes to be performed. It allows to assign time-line and resource to each of the processes. This will clear on overlapping or blank spot in time or team management. During execution, the assigned team member can update the progress status of specific process. Team members can also record required changes, amendment or alterations in the process. This feature includes:

  • Create Process
  • Define Time and Resource
  • Assign Process Owner
  • Progress Reporting
  • Change Recording
  • Process Log


Budget decides a basic tool for ROI calculation of the assignment. Defining budget for particular assignment is the core feature of it. It bids complete set of planning, tracking and managing the budget of your work assignment. Tracking a budget is a tedious job, this feature supports in tracking the actual cost with respect to budgetary provision. A Single click, links you to a dashboard that show number profile of your work assignment. It helps in decision making processes for the professional practitioner. This feature includes:

  • Create Budgetary Heads
  • Create, Edit and Allocate Budget
  • Simplify Budget on Process Level
  • Inflow and Outflow Management
  • Estimate Calculator
  • Budget Oscillation Indicator

Minutes Of Meeting

Clear communication and precise thought processes is must in any work assignment. Hence, it is essential to maintain the record of communication by the Professional Practitioner. This feature helps you in creating minutes of the meeting. Once created, you can share the minutes to the concerned stakeholder, meeting participants and clients through this system on single click. It will also produce a log of minutes, which can be referred by you at any point of time. This feature includes:

  • Communication
  • Drafting Minutes
  • Group Communication
  • Log of Minutes
  • Notifications of Action to be Taken

Create Task

Large Assignment includes multiple processes and multiple tasks. Each of these tasks are equally important and needs to be properly managed. This feature allows to create, update and track end-to-end task. It regulates assigning, aligning and observing the level of progress and performance. It is the best tool for setting accountability at task level. This feature includes:

  • Create, Edit and Manage Task
  • Assign Team
  • Re-assign Team
  • Timeline Setting

Use Predefine Checklist

The checklist helps in ensuring assured results of the work. The predefined checklist is performed during assignment execution. This feature offers a facility for creating multiple checklists and assign those to respective processes. It assists the team to comprehensive pathway for achieving set target. It tracks and analyses shortfall in work execution. This feature includes:

  • Create, Edit and Manage Checklist
  • Assign Checklist to Task or Process
  • Timeline Setting
  • Reporting and Performance analysis.

Execute Review Control (PDCA)

Any assignment has possibility to meet with any risk. Hence, risk mitigation strategy must be required. This attribute helps ahead to tackle with current realistic or futuristic problems. This feature helps in implementing PLAN-DO-CHECK-ACT strategy. This feature supports in identifying and understanding problem or opportunity by analysing data / information. It supports in decision making, reviewing the success of the action plan, and checking the viability of success ratio. It provides end-to-end support for reviewing the performance. The features include:

  • Plan strategy
  • Execute on Pilot Process
  • Check the Performance
  • Review the Information
  • Monitor Progress Rate


Monitor gives insights on entire assignment management. It offers a diagrammatic presentation of critical information related to large assignment. It is the most comfortable way to monitor the important parts of the assignment. It showcases real-time data of assignment status, activity-wise report, resource status and performance status, cost status, etc. It is the best tool of decision making. The features include:

  • Pre-defined Dashboard
  • Fully-customized Dashboard
  • Detailing Information
  • Bird-eye View Report

Profitability Report

Large Assignment involves time, cost and effort at a higher level. The professional assignment involves of practitioners various levels. Time or effort lapse may result in a huge loss. This attribute reporting feature showcases assignment-based profitability analysis. The features include:

  • Pre-defined Reports
  • Fully-customized Reports
  • Parameter-based Analysis
  • Detailing the information