Manage and track customers, projects, tasks and work hours

  • Manage all your projects from one centralized location.
  • Manage budgets, health, hour and cost assignment.
  • Create and track tasks and issues.
  • Track the time your employees spend working on projects.
  • Track project status and actual hours/cost vs. budget and identify problems straight away.
  • The system is completely based on regular SharePoint lists, so you can easily extend and adapt it to your own needs, without any development costs!


The system is comprised of the following modules:

  • Dashboard - one-glance overview of all the projects, tasks and issues, with color-coded indicators.
  • Customers - enter and manage customer details. Because the information is kept in a regular SharePoint list, you can extend it to better suit your needs at any time, without even taking the system offline!
  • Projects - enter and manage projects, including assigned employees, hour reporting, budget control and status. The list is color-coded, so you can notice problem at a glance!
  • Tasks - subdivide your projects into tasks and track each task separately. Know instantly which task is within budget and which is problematic. Tasks are added directly from within the project, so you never lose context!
  • Work Hours - allow your employees to report the work hours spent on each project. You can extend the list with your own columns, such as manager approval or overtime reporting.
  • Reports - view reports of the entered information. You can view the total of work hours submitted by any employee, as well as see a color indicator of the project current status vs the budgeted hours.


You can enhance the system even further by adding alerts and print-out. This solution is provided as-is and is free to use and modify.

Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
Like this template? Get it today!
Solution templates are installed automatically with a single click and are yours free of charge.
Simple and Intuitive
Streamline form creation with smart, user-friendly tools
Deploy smart dynamic forms that adapt to your business needs
Utilize a drag-and-drop interface for effortless form design
Experience rapid form customization with intuitive editing tools
Accelerate project timelines with user-friendly, immediate solutions
Powerful Automation
Enhance operational efficiency and compliance
Streamline complex workflows into straightforward actions
Quickly establish compliant business processes
Seamlessly integrate data from diverse applications
Access and combine information easily for better decision-making
Comprehensive Reporting
Transform data into actionable insights
Generate detailed reports and dashboards for informed decision-making
Customize alerts and notifications to stay updated
Print and export data to PDF, Excel, or Word for easy sharing
Visualize data with color-coded calendars and intuitive dashboards
100’s of Templates
Streamline form creation with smart, user-friendly tools
Access hundreds of customizable templates for every business function
Install easily with one-time set-up; free for ULTIMATEFORMS customers
Replicate entire sites with settings between site collections and tenants using Template Manager
Jumpstart projects with pre-built solutions from our growing catalog, applied with a click
Microsoft partner logo GSA Schedule
© 2005-2024 Infowise Solutions Ltd. All rights reserved.
Privacy | Accessibility | Cloud SLA