Name: YVI Ruby
Author: YVI Application Family

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Visual Collaboration

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

API Management

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Pipeline

Data Quality

Endpoint Encryption

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

Interoperability

Managed Print

Managed Public Cloud Infrastructure

Metadata Management

Network Performance Monitoring

Password Management System

Relational Databases

Virtual Private Network (VPN)

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Event Registration

Heatmap and Session Recording

Intent Data

Landing Page

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Antivirus

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Legal Research

Library Management

Vertical-Specific

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YVI Ruby is a project management software solution that aims to streamline project management processes and improve efficiency. It caters to businesses of various sizes, including small businesses and large enterprises. Professionals in industries such as architecture, engineering, construction management, consulting and advisory firms, as well as energy transition and environmental services, commonly use YVI Ruby.

## Key Features

**Real-Time Project Insight**: YVI Ruby provides real-time visibility into project progress, allowing businesses to track budgets, hours spent, and costs incurred. This feature enables proactive adjustments to ensure project profitability and financial stability.

**Efficient Time Tracking**: YVI Ruby offers efficient time tracking capabilities, allowing users to easily record and manage their time. It provides features for entering, reviewing, and validating hours worked, rates, task descriptions, and expenses. Users can also receive timely notifications to submit their hours, ensuring accurate and up-to-date time tracking.

**Streamlined Invoicing**: YVI Ruby streamlines the invoicing process by accurately collecting project components, such as hours and milestones, ready to be invoiced. It offers customization options for invoice layouts and supports the addition of additional work hours if needed. Automatic delivery of invoices is also possible.

**Effective Planning**: YVI Ruby facilitates effective planning by providing insights at different levels. It allows for global planning based on budget and functions, as well as detailed planning by colleagues per task. The software provides clear graphical capacity insights, future perspectives, and offers options for both automated and manual scheduling. All team members are kept informed of the schedule and assigned tasks.

**Integrated CRM**: YVI Ruby includes a CRM module that helps manage customer relationships. It provides a comprehensive timeline view of all customer activities, relevant documents, and notes. The CRM module integrates project and financial data, providing a holistic view of customer interactions.

**Financial Project Management**: YVI Ruby offers financial project management tools for real-time monitoring and control of project progress from a financial perspective. It seamlessly integrates with accounting software, ensuring consistent and up-to-date financial data.

**Efficient Document Management**: YVI Ruby ensures organized and accessible document management for projects. Users can create documents within projects, opportunities, and contacts, and link existing or incoming documents in a structured manner.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

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YVI Ruby

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software helps teams plan, coordinate, and execute projects using methods like Agile or Waterfall. Key features include task scheduling, budgeting, and collaboration. Advanced tools offer portfolio-level insights to align projects with business goals. Explore scalable solutions that streamline workflows and improve accountability, with comparisons based on verified user reviews, ratings, and core features.

YVI Application Family

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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Overview

What is YVI Ruby?