ProjectPartner

Frequently-Asked Questions

Click on a question at left to see the answer.

What’s SaaS (Software-as-a-Service)?

Most of the software you use has to be installed on each user’s computer, creating support issues and complicating hardware and software upgrades. And, because workgroup tools are – by their very nature – designed to be used by a number of people, all users would need very similar equipment.

By moving the burden away from your infrastructure and deploying the application through a standard web browser, it’s easy to implement in any environment. Users only need their preferred browser and Internet or intranet access.

Our subscription options give you the choice of installing ProjectPartner on your internal servers and delivering it to users over your intranet, or accessing it from our servers over the Internet. There’s no trade-off of security for convenience; you choose the more appropriate method for your situation.

Is my data secure?

Your ProjectPartner data is kept entirely separate to other users’ data, and separate from your login information. All data is encrypted and kept in the most secure environment available, where it is hidden from search engines and hackers.

It would be inappropriate to go into detail about the security measures within ProjectPartner, but in summary:

  • We use SSL (secure socket layer) certification
  • When a user logs in using their unique username and password, a unique key is created for that user’s session. Our servers will only accept data transfers that use that key, and it is destroyed when the user logs out.
  • Simultaneous logins under the same username are impossible.
  • Our servers ignore all requests for data which are not made via the ProjectPartner application.

For more detailed information on the security of our servers, see the security information page of this website.

Can I try before I buy?

Please do! We offer a one-month free trial of ProjectPartner where you can work with sample data or set up your own projects.

Information on what trial accounts offer is available here.

What’s available in a trial account?

Your ProjectPartner trial account will include some Projects, Resources, and recorded activity so you can get started right away.

If you’ve watched our demo movies or been given a personal demonstration, you’ll probably recognize this sample data.

This sample data means that you can work with dashboard reports, record time and disbursements, and schedule work straight “out of the box”.

Can I set up my own Projects?

Yes! You’re welcome to customize the trial account with your own resources and projects so you can get a better feel for how ProjectPartner’s advanced scheduling and reporting can help your organization.

However, we recommend that you don’t work with any mission-critical data in your trial account, because the content you create cannot be transferred when you choose to subscribe to ProjectPartner.

How do I use it?

When you register for a trial account, you’ll receive an email with your login details.

You might like to read this introduction to working with ProjectPartner.

After you’ve practiced with the sample data and are ready to add your own, we strongly recommend reviewing the tips in the email. We’ve also prepared a list of activities you may wish to try.

If you get stuck, the comprehensive online help should answer most questions. And our support helpdesk is ready to work through any other difficulties you may have.

We welcome your feedback and will respond promptly to any questions you may have.

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How many clients, projects and portfolios can I manage through my account?

There are no limits on the numbers of clients, portfolios, projects or tasks. We wouldn’t want to penalize you for the success we help you achieve!

Can ProjectPartner share data with other applications?

Data from any Dashboard report is available in a variety of delimited formats and can be copied-and-pasted into other applications or emailed as an attachment.

Billing data, including users’ own coding, can also be exported in common formats for use with separate accounting or FMIS systems.

We integrate with a number of other systems such as financial management information systems, project management software, email systems and common payroll applications. If yours isn’t amongst those we already support, we can do so quite quickly. Please let us know your requirements, and we’ll respond with a timeframe for adding this integration.

What accounting features does ProjectPartner offer?

Although ProjectPartner does not handle accounts receivable or include a general ledger system, it does include a number of accounting features to assist your financial analysis. ProjectPartner can produce invoices, as well as export a variety of itemized data – including revenue charging, taxation charged or incurred in expenditure, currency exchanges – all with your defined general ledger coding.

Can I store document files in ProjectPartner?

ProjectPartner permits project managers to host a variety of document and image types in a customer-specific library, and to link those to one or more Clients, Portfolios, Projects and Tasks. These documents are available for download (and subsequent editing and upload) by other project managers.

Timesheet users can attach documents and images to their Expense claims, which is useful for providing receipts and other proof of the expense – particularly in the case of remote workers who may not have an opportunity to provide hard copy in support of their claims.

What industries use ProjectPartner?

ProjectPartner is used by people in organizations of all sizes and kinds, in many countries around the world. We count government departments, financial services, creative professionals, IT businesses, engineers and other professions amongst our current clients.

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The names of some of the resources in the trial account seem familiar.

We’re not surprised! We named them after prominent New Zealanders.

If you’d like to know more about these and other notable Kiwis, look them up in Wikipedia: