Project & Work Management

Projects become expensive when work is not traceable: tasks slip, approvals are unclear, billing is delayed, and operational decisions are made without reliable data. NAViCalC brings project work items into the same system as billing, accounting, operations, and reporting so teams can plan, execute, and review work with consistent controls.

This page explains how NAViCalC supports project workflows: projects and tasks, approvals, cost tracking, auditability, and the links between work and financial documents (invoices, vendor bills, and receipts).

Core capabilities

• Projects and work items: define projects, owners, members, and task breakdowns for execution.
• Approvals: use Approval Templates, step approvals, and amount thresholds to control high-impact actions.
• Linked documents: connect work to invoices, receipts, and vendor bills (AP) to keep finance aligned.
• Audit logs and history: review what changed, when it changed, and who changed it for accountability.

Common workflows teams run

Project planning with clear ownership

Teams can define project scope, owners, and timelines while keeping work items organized. Clear ownership reduces follow-up overhead and helps managers identify bottlenecks early. When work is linked to sales and billing, you also avoid revenue leakage caused by “work delivered but not invoiced”.

Approvals for project expenses and vendor bills

Project costs often come from vendors and operational spend. NAViCalC supports vendor bills (AP) and approval-driven workflows so teams can review amounts and supporting documents before payment is made. This improves compliance and provides a clean trail for audits.

Time and deliverables to billing (where enabled)

For service delivery teams, time logs and deliverables often drive billing. NAViCalC can support workflows where billable work items map into invoices and collections follow-ups. This reduces manual consolidation across tools and keeps customer finance in sync with delivery.

Controls that make project data reliable

• RBAC per module: limit who can approve, edit, or close work items.
• Auditability: maintain entity history and audit logs to support reviews and dispute resolution.
• Period lock: prevent late changes after close (where configured) to protect reporting accuracy.

Reporting and visibility

Project visibility improves when data is in one platform. NAViCalC can combine operational and financial signals so stakeholders can see progress, spend, and billing status. For structured reporting, see Reporting & Audit.

Get started

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