The core achievement of the PRM platform is establishing a single, unified data journey that quantifies project effort into immediate financial truth.
This eliminates data lag and gives the administrator total confidence in every number displayed.
Financial Integrity: From Client Request to Auditable Truth
I. Establishing the Financial Anchor (Clients → Projects → Budgets)
The process of financial integrity begins at the organizational level, ensuring every piece of work is correctly contextualized and constrained.
1. Clients: Every project must be linked to a single client entity. This ensures accurate billing rates, currency settings, and contextualizes any future incoming support requests through the Help Desk.
2. Projects: The project acts as the central hub, consolidating all activity and financial data.
3. Budgets: The project is assigned a total financial budget. This crucial initial step sets the threshold for all subsequent anomaly detection. This is the first number the Notifications Center monitors, ensuring you are instantly alerted the moment utilization passes a critical percentage.
II. The Execution Engine (Tasks → Users Spent Time on Tasks)
This is where the platform converts raw execution data into quantifiable cost data.
4. Tasks (Kanban Cards): Tasks are the atoms of the project. Whether a task is created internally or automatically generated from a client ticket, it is the lowest level of traceable work.
5. Users Spent Time on Tasks: This is the most critical link. When a user logs time against a specific task, the time entry is instantly enriched with:
The user's defined financial rate (from HR records).
The associated project and client ID.
The type of work (e.g., development, support, QA).
The moment the user hits 'save,' the raw time entry is translated into an immediate cost against the project budget. There is no waiting for a nightly batch job or a weekly spreadsheet sync.
III. The Real-Time Financial Pivot
6. Real Time Financial Detail
With the financial cost integrated on every time entry, the entire system pivots to become a real-time Business Intelligence tool.
Immediate Visibility: The Global Dashboard and the Project Statistics dashboard instantaneously reflect the newly logged time, updating the Budget vs. Spent charts and utilization percentages across the entire portfolio.
Reactive Analysis: This data integrity is what enables the powerful filtering. An administrator can filter the brute data (Time Entries) by user, date, client, and project simultaneously. The Reactive DataTables then aggregate the costs of only those specific entries, displaying the total cost in the footer. This allows for complex, multi-variable financial questions to be answered in milliseconds.
Zero Ambiguity: Because the data flow is consolidated, there is zero ambiguity about cost allocation. Every hour, every dollar, is transparently linked back to the original task, user, and client.
IV. The Final Step: Exporting Auditable Truth
7. Export Financial Statements
The final stage of financial integrity is the ability to present and share the verified truth.
Defensible Data: Having performed complex analysis using the filtering capabilities, the administrator can now rely on the Universal Data Export feature.
The numbers that were worked and verified in real-time are the numbers that are exported.
Universal Portability: Whether you need a fully formatted PDF statement for a client, an XLSX file for your finance department, or a CSV for a board presentation, the platform ensures that the entire chain of data integrity from client to final cost is preserved in the output.
This unified approach ensures that you are always in control, able to answer any financial question the moment it is asked.
