Resourcing

Select resources, enter planning and financial data and run through a logical set of steps – from the initial heads-ups and link-based file management to the final purchase orders.

Book or pre-book your resources in this smart next step of your workflow. You’ll get a lot of information on your resources even before you select them and the good thing is your resources will be able to update that information themselves, through their own FlowDezk vendor portal access.

Just select a set of languages to find all vendors that offer this combination and check their review score, their rates and – if necessary – their full profile before you add them. In FlowDezk you’ll always make an informed decision.

Like you did for your client on the Quoting tab you can specify any number of languages and additional services and you can define very detailed delivery schedules using the batch system. The service types are defined in the master data.

Use the smart file management system not just to upload or download files but also to copy files between tabs to save time. You can even set a link to a different file management system in the master data as an alternative.

Now all you have to do is select one of the hand-off templates you defined for this client, fine-tune it where needed and add any of the following: an download link for the project files, an upload link for the deliverables and analysis/cost information.

You’re basically ready to book your resource now. You can decide to either just send a heads-up to check if the resource would be interested or confirm the project right away, sending a purchase order PDF along with it. Whatever your action is, the status of your communication with the resource is neatly maintained. Resources will receive an e-mail alert and will be able to check the request or order in their own vendor portal.

Quoting

Project Dashboard

Delivery

Vendor Portal

Reporting