Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Projects & Services
Deliver work on time, with full visibility.
Plan projects, assign tasks, track progress, log time, and keep customer deliverables organized in one place.
Key Benefits
Project planning with stages and clear ownership
Task assignment, priorities, and due dates
Team collaboration through comments, attachments, and activity history
Time tracking and timesheets to understand effort and cost
Milestones and timeline visibility for stakeholders
Customer visibility controls to share progress while keeping internal notes private
Reporting on progress, workload, and time spent
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
Projects
Manage project delivery with a clear overview of scope, status, ownership, and outcomes.
Project overview with status and progress
Milestones to track delivery phases
Files and discussions in one workspace
Activity history for full traceability
Member visibility and ownership
Tasks
Coordinate execution with structured tasks for every project and team.
Assignments to accountable owners
Priority levels and due dates
Task checklists and reminders
Attachments and contextual comments
Status updates for daily execution
Timesheets
Track effort accurately with time entries tied to project work.
Track time against tasks and projects
Review daily and weekly timesheets
Report on total effort and utilization
Support delivery cost reviews
Project files & discussions
Keep project documents and decisions in one shared record.
Centralized project files
Discussion threads by project
Decision history for audit and handovers
Shared context for teams and managers
Customer access (where enabled)
Provide controlled visibility for customers on project progress and deliverables.
Share relevant project progress
Provide access to selected files
Limit visibility by permission
Keep internal notes private
Common Workflows
Step-by-step processes to achieve your business goals
Customer Project Delivery
1
Create project scope and owners
2
Define milestones and due dates
3
Assign tasks and monitor execution
4
Track work hours with timesheets
5
Review progress, workload, and delivery status
6
Link project work to customer records and financial documents when needed
Common Use Cases
Customer implementation projects
Service delivery engagements
Internal delivery initiatives
Cross-team execution planning
Project workload and time governance
Built-in Reports & Analytics
Project progress summaries
Task completion tracking
Milestone status reviews
Timesheet and effort reports
Team workload visibility
Time spent by project
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Available in These Plans
Choose the plan that fits your business needs
Growth Plan
Business Plan
Enterprise Plan
Ready to get started with Projects & Services?
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User guide
How to use Projects & Services
Setup checklist, key workflows, reports, and troubleshooting.
Talk to our solution team
Tell us what you need and we will reply with a rollout plan and recommended modules.
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