Step by step to a successful project with Haufe X360

Plan projects efficiently, use resources optimally, and maximize success - increase your productivity with Haufe X360, improve team collaboration, and reach your project goals faster.

MDIS implements software solutions for the commercial planning, control, and execution of project business. With MDIS solutions, the entire lifecycle of a project can be mapped, i.e., from the creation of a project quote to the final billing of the project.

Simple Project Controlling - Maintain an Overview

Improved Decision-Making
Optimization of Resource Utilization
Increased Transparency and Communication

WEBINAR

Haufe X360 Project Controlling - From Order to Outgoing Invoice

How do you keep projects under control at all times – without Excel chaos and a lack of transparency?

In this webinar, you will get to know the project controlling module of Haufe X360 in a practical way and learn how to set up projects structurally, record services and times, and control budgets reliably.

Our expert will show you live how to keep an eye on costs, create sound forecasts, and use meaningful evaluations for better decisions – all in one integrated cloud solution.

Register now for the webinar free of charge!

Highlights of Project Controlling

Experience with the integrated project controlling of Haufe X360 how you can control and optimize your budgets transparently and keep an eye on them at all times.

Tracking of Project Costs

Keep an eye on your project costs at all times. The integrated project controlling of Haufe X360 records all relevant expenses – from materials and working hours to services – and assigns them precisely to the respective projects.

This creates maximum transparency, allows you to control your budgets specifically, and increases the efficiency of your projects.

Seamless integration of project controlling into all relevant processes
Precise and cause-related allocation of all project costs
Continuous overview of costs, budgets, and project development

Resource Allocation

Deploy your resources specifically and efficiently. With Haufe X360, you can flexibly assign the appropriate employees, times, equipment, and other resources to projects and tasks – for optimal utilization and smooth processes.

Individual billing rules ensure maximum transparency and precise cost control in your projects.

Efficient planning and management of all project resources
Individually definable billing rules and options
Flexible and seamless allocation of resources to projects and tasks

Invoicing

Design your billing flexibly and precisely for every project. With Haufe X360, you can map a wide variety of invoicing scenarios – from fixed prices and milestones to time-based or contract-specific models. This allows you to maintain full control over your billing at all times and adapt your pricing individually to projects, services, or customer requirements.

Support for various invoicing scenarios (e.g., fixed price, milestone, time and materials)
Flexible adjustment of hourly rates depending on the project, task, or service
Billing by customer, service provided, or project contract

Advantages of Project Controlling Software

Cost and Budget Controlling

Record all project-related costs directly to projects and tasks and evaluate them centrally – for full transparency over your budgets.

Automated, Individual Billing

Define billing rules and create invoices automatically at the right time – efficiently and reliably.

Easy Allocation of Time Activities

Record and book times quickly and easily to projects and individual tasks.

Flexible Resource Allocation

Assign project managers, employees, equipment, and other resources specifically to tasks and projects.

Structured Task Management

Create and manage tasks across projects or individually per project – for clear processes and responsibilities.

Seamless System Integration

Benefit from full integration into the ERP system and link projects with all relevant business processes.

All Functions of the Project Controlling Module

In this section, you will find an overview of the most important functions of our project controlling module. Discover how you can plan your projects efficiently, control costs and budgets, and map your processes transparently and digitally.

Management of Projects

Control your projects holistically – from planning to completion. With Haufe X360, you can map all phases of the project lifecycle transparently in the system, whether for customer or internal projects. This allows you to maintain an overview of tasks, budgets, resources, and changes at all times and ensures structured and efficient project execution.

Creation of project quotes and seamless transfer into active projects
Quick creation of projects using templates
Clear definition and structuring of project tasks
Planning and monitoring of budgets for revenue and costs
Assignment of project managers, employees, equipment, and other resources
Flexible approval workflows for secure and correct processes
Transparent change management with change requests and orders
Creation of project-related purchase orders

Controlling of Costs and Budgets

Keep your project costs and budgets under control at all times. Project controlling in Haufe X360 enables precise allocation of all project-related expenses – from materials and working hours to services. With integrated forecasts and meaningful analyses, you can identify developments early and manage your projects in a targeted and economical manner.

Booking of all relevant transactions directly to projects and project tasks
Quick and easy allocation of time activities
Mobile recording of times via the Haufe X360 app
Extensive evaluations through standardized reports
Individual reports, queries, and pivot tables
Detailed analyses of project budgets and project balance sheets
Automatic notifications for budget overruns
Monitoring and automatic billing of unbilled costs (WIP)
Creation of precise project budget forecasts

Advanced Invoicing

Design your project billing flexibly and precisely. With advanced invoicing in Haufe X360, you can map a wide variety of invoicing scenarios – from expense-based models to fixed prices or milestone billing. This allows you to maintain full control over your billing at all times, optimize your cash flow, and adapt your pricing individually to projects, services, and customer requirements.

Expense-based as well as milestone-based invoicing
Configurable billing rules for complex scenarios
Flexible pricing (e.g., individual prices, surcharges, or price lists)
Individually definable billing intervals (weekly, monthly, quarterly, or flexible)
Automated billing to optimize cash flow
Option for manual control of the billing process
Prevention of over-invoicing through definable billing limits
Creation of pro forma invoices

Digitalization does not start with software. It starts with the decision to work better.

Let’s clarify in a brief strategy meeting how Haufe X360 can simplify your processes and make your company scalable.

Not a standard presentation – but an individual conversation about your goals.