Socially Innovative with Ease PM System

Some of the tools are a little tricky. If it wasn't for the one on one help, I do not think I would have figured it out. When setting up your templates, there will be a small blue triangle in the upper right corner. This shows which field is the anchor field for other fields that may piggy back it. A small trick that is easy to miss and then becomes a frustration.

Some of the fields directly influence each other, but the default doesn't make a lot of sense to me (at least for my purposes). For example: the default to track time is duration, which changes based on the selected dates (allotted work time). Work is the actual time it takes to do a task. For me, it makes more sense to have Work as the default constant and Duration to change according to start and end dates, as your allotted time may be more/less than the actual time it should take to perform a task.

I wish there as an undo button. Even though you're online in real time, when you accidentally delete a task or change a date, I wish you could say "undo" instead of redoing it.

I am still working on learning the expense area, but so far I'm not impressed. I wish I could easily keep a running tally of expenses on a project instead of adding separate expense sheets and tying it to a task. The expense side, in my opinion, is their largest flaw and makes the least amount of sense. Otherwise the system is very user friendly.