======Differences between Editions and versions====== =====Simplified comparison====== This table lists the main features, feature suites, and most important plugins currently available for Feng Office in its different Editions. ^ Feature ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Workspaces | Yes | Yes | Yes | | Notes | Yes | Yes | Yes | | Tags | Yes | Yes | Yes | | Task management| Yes | Yes | Yes | | [[feng_office_editions_comparison#document_management_features|Document management]]| Yes | Yes | Yes | | Calendar | Yes | Yes | Yes | | Time tracking | Yes | Yes | Yes | | Automatic alerts and reminders | Yes | Yes | Yes | |Contact management| Yes | Yes | Yes | | [[feng_office_editions_comparison#e-mail|Integrated E-mail]]| Optional | Optional | Yes | | [[feng_office_editions_comparison#mobile_access|Mobile Access]]| Optional | Optional | Yes | | [[feng_office_editions_comparison#collaboration_features|Other collaboration features and plugins]] | Partial | Optional | Yes | | [[feng_office_editions_comparison#workflows_and_process_automation|Workflows and process automation]] | Partial | Optional | Yes | | [[feng_office_editions_comparison#reporting|Reporting]] | Partial | Optional | Yes | | [[feng_office_editions_comparison#extensibility_and_personalization|Extensibility and personalization]] | Partial | Optional | Optional | | [[feng_office_editions_comparison#crm_client_management_features|Client Management]]| No | Yes | Yes | | [[feng_office_editions_comparison#project_management_features |Project Management]]| No | Yes | Yes | | Folders | No | Yes | Yes | | [[feng_office_editions_comparison#financial_management_features|Financial management]]| No | Yes | Yes | |Advanced Contact management| No | Yes | Yes | |Advanced tasks management| No | Optional | Yes | | [[feng_office_editions_comparison#document_management_features|Advanced document management]]| No | Optional | Yes | | [[feng_office_editions_comparison#e-mail|Advanced e-mail management]]| No | Optional | Yes | | Advanced time tracking \\ (Upcoming)| No | Optional | Yes | | Notifications manager \\ (Upcoming)| No | Optional | Yes | | [[feng_office_editions_comparison#other_management_tools|Other management tools]]| No | Optional | Yes | =====Detailed comparison====== ====Collaboration features==== ^ Feature ^ Status ^ Description ^ Community Edition^ Professional Edition^ Enterprise Edition ^ | Link Objects | Ready | All data ([[concepts#objects|objects]]) within the system can be linked to one another. This possibility provides great power and flexibility to the organization of information, since it allows reflecting every information relationship, regardless of their format or location. | Yes | Yes | Yes | | Suscribe users | Ready | Every [[concepts#objects|object]] within the system has the possibility of having "subscribers". A subscriber is any person (users) interested in the object (document, note, task, etc.) and in being notified when a modification, update or comment is made on it. | Yes | Yes | Yes | | Comments | Ready | Thanks to the comments feature, every object within the system can host its own discussion. Comments are always located at the bottom of every object, and they automatically register the time and author, allowing for a quick and elegant display of them. Moreover, when users are subscribed and the system has notifications enabled, comments are shared via e-mail, alerting users about new comments or answers on their discussions of interest. | Yes | Yes | Yes | | Notes | Ready | Notes are a flexible tool for a quick record of information. Typical examples of the use of notes include notes of a brief meeting, a phonecall, or a memo to share with the rest of the team. Like the rest of the objects, notes allow to open a discussion -centralized and organized within the system- around the topic. | Yes | Yes | Yes | | Automatic Notifications | Ready | Feng Office sends automatic notifications for each relevant work action within the system. For example, Feng Office will send you a notification when: you are assigned to a task, a task your are responsible of (or subscribed to) is due, or when an object (document, note, event, etc.) your are subscribed to is commented. For receiving notifications you only need to be subscribed or, in the case of tasks, be the person assigned for completing it. To stop receiving notifications you just need to unsubscribe, or use the options available in the notification manager. | Yes | Yes | Yes | | Notifications Escalation Process | Upcoming | The notifications escalation process allows the definition of a set of notifications for the case in which a task or milestone is overdue. This way, the different levels of management are alerted of these situations, allowing for a quick attention to the matter. | No | Optional | Yes | | Notification Manager | Upcoming | The notification manager allows you to modify the standard behavior of notifications sent by Feng Office. When you first start using the system, Feng Office sends an e-mail notification for most actions that might be relevant to you. This behavior is ideal at the beginning of operations. However, as users start getting used to work inside the system, this frequency might become too high sometimes. This is why it is useful to start generating activity "summaries", which can be sent a few times on a daily basis (one or two times a day, for example). Moreover, we can configure the immediate notification for top priority matters or tasks, thus maintaining the value of notifications in these exceptional occasions (an urgent issue, a meeting, or an important milestone that is due). | No | Optional | Yes | | Integrated Chat module | Design pending | The integrated chat module will allow for real-time conversations inside the system. | No | Optional | Yes | ====Workflows and Process Automation==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Tasks templates (Basic) | Ready | The basic task templates engine allows you to define a set of tasks needed to complete a process. This way, every time a user is starting a process that is already known to the organization, the system will guide those responsible of executing it step by step. | Yes | Yes | Yes | | Advanced tasks templates | Ready | The advanced task templates allow definition of a workflow, creating tasks based on the attributes of the task, or the situation that originates it. The reach of this feature (one of the most powerful features in Feng Office) becomes most useful as an experienced consultant identifies the most common processes and helps you to create these templates, adjusting them to your team and your organization. | No | Yes | Yes | | Conditional Tasks | Ready | The Conditional Tasks enable the possibility to restrict or force the data that must be input in a task before the system allows its completion. | No | Yes | Yes | | Project Auto-numbering | Ready | Automatically assigns a number (or more complex code) correlative for new projects, proposals, work orders, etc. | No | Yes | Yes | | Tasks Auto-numbering | Ready | Automatically assigns a number (or code) correlative to new tasks. | No | Yes | Yes | | Sub-tasks | Ready | Through sub-tasks, you can plan and manage projects of a complex structure, where tasks can be divided into sub-tasks. Moreover, sub-tasks can also contain sub-tasks, with an unrestricted level of detail. | Yes | Yes | Yes | | Multiple users task assignment | Ready | This feature allows you to easily and quickly assign the same task to several users. What is even more powerful is that the system will automatically create a sub-tasks for each user so that you can opt to make small adjustments and manage each resource independently, assign different workloads, details and values for the work of each person responsible for the task. | No | Yes | Yes | | Recurring Tasks | Ready | It allows creation of recurring (repetitive) tasks with any frequency. This kind of task is very common and useful in administrative management or clients followup. | Yes | Yes | Yes | | Push Tasks | Ready | This feature allows you to select a set of tasks and postpone all of them while maintaining the same plan structure. For example, if a project is postponed 20 days, we would only have to select all tasks related to the project and postpone them for 20 days. | No | Yes | Yes | | Task Reallocation | Ready | Save time by re-allocating or modifying tasks to different resources in bulk. | No | Yes | Yes | | **Power workflows (Entity Templates)** | Ready | When creating an entity (a project, client, work order, folder, etc.) the systems allows the input of specific data and the automatic creation of tasks, documents or other objects, through the use of associated templates. Moreover, the templates that are used may vary according the entity attributes. For example, with this feature you can create and automatically assign a set of tasks when registering a new prospect in the system, another set of tasks when a project is marked as approved, and another set of tasks when a service is marked as ended. | No | Optional | Yes | | Start workflow (template) from within an e-mail | Ready | Create a set of tasks (using templates) directly from within an e-mail message. Use the e-mail data (subject, body) to pre-fill some of the tasks template data. | No | Optional | Yes | | Create entity (client, project, workspace) and start workflow from within an e-mail (project templates) | Ready | Create an entity (client, service, folder or work order) from within an e-mail message. Use the e-mail data (subject, body) to pre-fill some of the entity data. | No | Optional | Yes | | Create a process from within a task | Ready | Create a set of tasks (using templates) from within a task. The data of the task that is being completed (subject, body) are used to pre-fill some of the process tasks data. | No | Optional | Yes | | Create an entity from within a task | Upcoming | Create an entity (client, service, folder, work order) from within a task. The task data (attributes, custom properties) are used to pre-fill some of the entity data. | No | Optional | Yes | | Create a ticket from within an e-mail | Ready | Create a ticket (using templates) from within an e-mail. The e-mail data (subject, body) are used to pre-fill some of the ticket's data. | No | Optional | Yes | | Create a ticket from within a task | Upcoming | Create a ticket (using templates) from within a task. The task data (attributes, custom properties) are used to pre-fill some of the ticket's data. | No | Optional | Yes | | Activate a process through e-mail rules | Upcoming | Create a set of tasks (using templates) automatically through an e-mail rule (received e-mail, sent e-mail). The e-mail data (subject, body) are used to pre-fill some of the process tasks data. | No | Optional | Yes | | Create an entity through e-mail rules | Upcoming | Create an entity (client, service, folder, work order) automatically through en e-mail rule (received e-mail, sent e-mail, with different attributes). The e-mail data (subject, body) are used to pre-fill some of the entity's data. | No | Optional | Yes | | Escalation process | Upcoming | The notifications escalation process allows the definition of a set of notifications for the case in which a task or milestone is overdue. This way, the different levels of management are alerted of these situations, allowing for a quick attention to the matter. | No | Optional | Yes | | Approval workflows (upcoming) | Upcoming | Approval workflows allow you to configure the stages that an object (document, task, objective, expense) must go through for it to be approved or executed. This is ideal for ensuring the control and quality of those processes that require a hierarchical approval flow according to the different approval criteria required by the organization. | No | Optional | Yes | ====Reporting==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Basic Reports | Ready | Feng Office reports allow you to visualize, print, and export to Excel or PDF all data from the system. The basic reports module includes some pre-defined reports and the possibility of configuring more simple reports through the custom reports basic engine. | Yes | Yes | Yes | | See object custom properties on reports | Ready | Object custom properties can optionally be displayed on every custom report. | Yes | Yes | Yes | | Reports classification and permissions | Upcoming | Allows the classification of reports and to assign access permissions. This is a must in organizations with a hierarchical structure where not every person should have access to every report. Moreover, the reports list can be divided into different configurable sections. | Yes | Yes | Yes | | Advanced Reports | Ready | Adds a predefined set of reports for the management and control of clients and projects, from an operational and financial point of view. | No | Optional | Yes | | See entity custom properties on reports | Ready | Adds de possibility of visualizing the custom properties from entities on reports, selecting which properties are part of the defined report, and which are not. | No | Optional | Yes | | Group by custom properties on reports | Ready | Adds the possibility of grouping reports using custom properties from entities (when these are of a type that allows grouping). This adds a lot of power for information analysis, enabling both detailed reports, or consolidated roll-up grouping of information. | No | Optional | Yes | | **Financial Reports:** | Upcoming | This module is a collection of plug-ins that add several reports that empower financial management. | No | Optional | Optional | | Costs Reports | Upcoming | Cost reports allow visualization, printing, and exporting to Excel or PDF, of the project or service costs, with every detail level required by the user. Additionally to standard reports for financial management, among which we can find costs and expenses reports, Feng Office allows the definition and programming of different custom reports, so that they can be completely adapted to your organization specific management needs. | No | Optional | Optional | | Income Reports | Upcoming | Income reports allow visualization, printing, and exporting to Excel or PDF, all input financial movements, on every detail level required by the user. Additionally to standard reports for financial management (among which we can find income, invoicing and balance reports) Feng Office allows the definition and programming of different custom reports, so that they can be completely adapted to your organization specific management needs. | No | Optional | Optional | ====Extensibility and personalization==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Object custom properties | Ready | Custom properties are additional attributes that can be added to objects. With this powerful feature, the system can be extended and customized so that it allows every data within the system to be registered in a structured and specific way. Combined with reports features and advanced templates, the multiple dimensions, and the text customization, this feature makes Feng Office a powerful management platform, capable of supporting the automatization and management of any activity or operational or business process. | Yes | Yes | Yes | | Custom Langs | Ready | Feng Office text customization allows modifying all text in the system; from notification messages to objects, entities and attributes names. These changes are completely separate from the system's code, so they will not affect performance and will still work after upgrades to newer versions. | Optional | Yes | Yes | | Multi-language | Ready | Feng Office is a multi-language platform. Currently, it counts with 7 complete translations (English, Spanish, German, Dutch, Portuguese, Japanese and Italian), and over 20 translations in progress. | Yes | Yes | Yes | | Renaming of dimension names and labels | Ready | This plugin enables Feng Office System Administrators to change the names of the entities and dimensions within the system. For example, the "Clients" dimension can be changed to "Partners", "Accounts" or "Affiliates", according to the business structure and nomenclature. The same applies to "projects", "workspaces", etc. | No | Yes | Yes | | Power (Entity) custom properties | Ready | Custom properties are additional attributes that can be added to entities. With this powerful feature, the system can be extended and customized so that it allows every data within the system to be registered in a structured and specific way. Combined with reports features and advanced templates, the multiple dimensions, and the text customization, this feature makes Feng Office a powerful management platform, capable of supporting the automatization and management of any activity, operational, and business processes. | No | Optional | Yes | | Advanced Permissions | Ready | Allows to separate the permission for creating new entities from the permissions for editing them. | No | Optional | Yes | | Folders | Ready | Allows to organize other entities and objects. You can have clients, projects, documents, tasks, or any other object within a document. Also, you can have folders within clients, projects, or any other entity that supports them. | No | Yes | Yes | | Object sub-types | Ready | Object subtypes allow the creation, inside a module, of objects with similar categories but with different attributes and behavior. Common examples of object subtypes are subtypes of documents, tasks, metrics, and expenses. Each object type can add its own custom properties, so that the system prompts the user for the corresponding information only. Moreover, the different object types can have a different report type or HTML and PDF export process associated. | No | Optional | Yes | | Custom login | Ready | The custom login page allows you to offer a user experience that matches your business's brand and style. It allows you to use your logo, corporate colors, and even a specific font style. Though the custom login requires minor design and configuration work performed by Feng Office certified consultants, the process is very quick and it usually requires no more than 24 hours to be designed, tested, and implemented. | No | Optional | Optional | | User self-registration | Ready | It allows users to auto-register for a Feng Office account. Your organization can opt for the approval to be automatic (with limited access) or to trigger a request for the approval by an internal user. | No | Optional | Optional | | Formulas on custom properties (upcoming) | Design Pending | Formulas on custom properties allow the automatic calculation of the value in data fields (generally other custom properties) using the values entered. Examples of their use are formulas for calculating costs or results based on data gathered through analysis and sample readings (Refer to Feng Labs Edition). | No | Optional | Optional | | Approval workflows (upcoming) | Design Pending | Approval workflows allow the configuration of stages that an object (document, task, objective, expense) must go through for it to be approved or executed. This is ideal for ensuring the control and quality of those processes that require a hierarchical approval flow according to the different approval criteria required by the organization. | No | Optional | Optional | | Additional dimensions | Ready | The Enterprise Edition allows adding as many dimensions as the organization requires. Although adding dimensions requires the work of a Feng Office certified consultant with access to the system configuration and development tools, the process is quite simple and it is completed in a matter of hours. This adds power to the information management like no other alternative in the market. | No | No | Optional | | White Labelling | Ready | It allows the white labelling of the system, removing all references to Feng Office from the interface and notifications. | No | Optional | Optional | | API (Rest) | Design Pending | The Application Programming Interface (API) allows external systems (with enough access credentials to the server and the application) to be integrated with Feng Office, either to query or to insert or modify information. It is the most elegant and scalable tool for facilitating the integration with other systems and applications. | No | Optional | Optional | ====Other Management Tools==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Objectives | Ready | The objectives module is ideal for organizations that are managed based on objectives, or where objectives (either strategic or operational) are considered important for projects to be successful. Apart from including a predefined set of attributes, objectives can be extended through custom properties in order to adjust exactly to the way our team is managed. | Optional | Optional | Yes | | Non-working Days | Ready | This plugin allows system administrators to define and arrange which days are non-working days throughout the year, so that the system can control that repetitive tasks or tasks defined through workflows are not scheduled on one of these days. You can even define what the behavior will be for avoiding these conflicts in resource allocation (moving tasks forward or back). | No | Yes | Yes | | Notification Manager | Design Pending | The notification manager allows you to modify the standard behavior of notifications sent by Feng Office. When you first start using the system, Feng Office sends an e-mail notification for most actions that might be relevant to you. This behavior is ideal at the beginning of operations. However, as users start getting used to work inside the system, this frequency might become too high sometimes. This is why it is useful to start generating activity "summaries", which can be sent a few times on a daily basis (one or two times a day, for example). Moreover, we can configure the immediate notification for top priority matters or tasks, thus maintaining the value of notifications in these exceptional occasions (an urgent issue, a meeting, or an important milestone that is due). | No | Yes | Yes | | Issue tracking/tickets | Ready | The issue tracking/tickets module allows input, assigning, organization and follow-up of all kinds of matters. Issues can vary from a simple question to requesting a project to a problem report (or 'non-compliance', in quality assurance language). The data required for the ticket input is completely configurable for each installation and, what is more, you can differentiate the access level required for the visualization of each item. | No | Optional | Yes | | * Ticket portal | Upcoming | With the ticket portal (requests, incidents, non-compliances, etc.) your organization can provide quick and simple access so that everyone (with access) is able to issue tickets. The portal interface style can be customized to fit your organization's corporate identity. The access level is also configurable (public, protected or private). | No | Optional | Optional | | Advanced Timesheet management | Design Pending | The advanced timesheet management allows you to configure the relevant attributes and categories for time logging. It also provides integration with invoicing and expenses modules, custom properties, default values and advanced reports. | No | Optional | Yes | | Inventory & Stock management | Upcoming | The Inventory and Stock module allows for a complete registration and control of every product or supply which is part of your business commercial, productive or research operations. | No | Optional | Yes | | Vendors and Suppliers | Ready | The vendors and suppliers module provides a comprehensive management of vendors and suppliers within your organization. Apart from a complete database for contacts, it allows you to attach Job Orders and Purchase Orders that involve each supplier, and to register and control adherences, exceptions, financial situation, etc. | No | Optional | Yes | | Purchase Orders | Ready | The Purchase Orders module allows for a comprehensive purchase management at the purchases division of your company. You can register all your Purchase Orders in a centralized way, associated to each corresponding project or service, supplier, payment and accounting documentation. | No | Optional | Yes | | HR-allocation management | Ready | It allows visualization of tasks assignments for each person at the team, both internal and external, and to verify availability and over-allocation. The system also allows you to ensure that tasks are not assigned on non-working days or schedules, and that there are no assignments overlapped. | No | Optional | Yes | | Escalation process | Upcoming | The notifications escalation process allows the definition of a set of notifications for the case in which a task or milestone is overdue. This way, the different levels of management are alerted of these situations, allowing for a quick attention to the matter. | No | Optional | Yes | ====E-mail==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | E-mail (basic) | Ready | The e-mail module is a complete e-mail client that allows sending and receiving all kinds of e-mails. Besides the standard features for e-mail sending and reception, the module integrates completely with other tools, which adds not only power, but important advantages and benefits for team work, drastically reducing the inefficiencies generated by the incorrect usage typically made of e-mailing. | Optional | Optional | Yes | | E-mail rules | Ready | E-mail rules allow defining automatic actions when sending or receiving e-mails. With e-mail rules you can, for example, classify an incoming e-mail based on the sender, the subject, or a combination of both. This way, e-mails can be classified immediately on the client, project, folder or specific subject. Besides, with the tickets module and the advanced templates you can automatically instantiate processes for the accurate attention and management of any matter, request, etc. | No | Optional | Yes | | Sharing of e-mail rules | Upcoming | Shared e-mail rules will allow rules defined by a user to be applied to the e-mails received by others. This way, for instance, an e-mail coming from a domain (for example: @corporation-acme-international.com) will always be classified in client "ACME", since this was defined by a colleague. | No | Optional | Yes | | Group Mailing | Ready | This plugin allows you to select a set of contacts from the contacts module to send all of them the same e-mail. It counts with the option to include recipients on the field "To", "CC" or "BCC". | No | Optional | Yes | | Mass Mailing (Newsletters) | Ready | The notifications and newsletters module allows the creation of e-mails and to select a set of contacts for sending the same message to all of them. The selection of contacts can be made through all of your data base relevant attributes. It also counts with the option to include recipients on the field "To", "CC" or "BCC". | No | Optional | Yes | | IMAP Folder Sync | Ready | This plugin adds functionality to convert your existing IMAP folders into Feng Office dimensions, providing more flexibility in organizing your information and making it easier to transition to Feng Office with your existing email provider. You can create, modify, delete and synchronize IMAP folders in Feng Office and then classify other objects in the system (such as tasks and documents) to these folders. | No | Optional | Yes | | Archive Email | Ready | The new and improved archive function in email allows you to view and manage archived emails directly from the toolbar. | No | Optional | Yes | ====Mobile Access==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | HTML5 Mobile Client | Ready | It allows access to all clients, projects, tasks and notes information. You can create and edit your notes and tasks from anywhere. The access is supported for every smartphone and tablet available in the market. | Optional | Optional | Yes | | **Liquid Office Apps:** | Upcoming | A set of native mobile applications (for Iphone and Android) for accessing the different modules of the system through the smartphones and tablets most used in the market. | Yes | Yes | Yes | | *Liquid Documents (Iphone) | Upcoming | Manage your documents from your Iphone or Ipad. Access all your Feng Office documents. Create new documents through voice dictation and templates. Classify, filter, order and search documents from anywhere. | Yes | Yes | Yes | | *Liquid Documents (Android) | Upcoming | Manage your documents from your Android smartphone or tablet. Access all your Feng Office documents. Create new documents through voice dictation and templates. Classify, filter, order and search documents from anywhere. | Yes | Yes | Yes | | *Liquid Notes (Iphone) | Upcoming | Manage your notes from your Iphone or Ipad. Access all your Feng Office notes. Create new notes through voice dictation. Classify, filter, order and search notes from anywhere. | Yes | Yes | Yes | | *Liquid Notes (Android) | Upcoming | Manage your notes from your Android smartphone or tablet. Access all your Feng Office notes. Create new notes through voice dictation. Classify, filter, order and search notes from anywhere. | Yes | Yes | Yes | | *Liquid Contacts (Iphone) | Upcoming | Manage your contacts from your Iphone or Ipad. Access all your Feng Office contacts. Create new contacts by scanning business cards. Classify, filter, order and search contacts from anywhere. | Yes | Yes | Yes | | *Liquid Contacts (Android) | Upcoming | Manage your contacts from your Android smartphone or tablet. Access all your Feng Office contacts. Create new contacts by scanning business cards. Classify, filter, order and search contacts from anywhere. | Yes | Yes | Yes | | *Liquid Time (Iphone) | Upcoming | Register and manage time from your Iphone or Ipad device. Access your Feng Office time register. Input new time registers, immediately verifying their feasibility. Classify, filter, order and search tasks from anywhere. | Yes | Yes | Yes | | *Liquid Time (Android) | Upcoming | Register and manage time from your Android smartphone or tablet. Access your Feng Office time register. Input new time registers, immediately verifying their feasibility. Classify, filter, order and search tasks from anywhere. | Yes | Yes | Yes | | *Liquid Tasks (iPhone) | Upcoming | Manage your tasks from your Iphone or Ipad. Access all your Feng Office tasks. Create new tasks through voice dictation. Classify, filter, order and search tasks from anywhere. | Yes | Yes | Yes | | *Liquid Tasks (Android) | Upcoming | Manage your tasks from your Android smpartphone or tablet. Access all your Feng Office tasks. Create new tasks through voice dictation. Classify, filter, order and search tasks from anywhere. | Yes | Yes | Yes | | *Liquid Reports (iPhone) | Upcoming | Access your Feng Office reports from your Iphone or Ipad. Check all the information related to your jobs and clients. Export and share your reports´results. | Yes | Yes | Yes | | *Liquid Reports (Android) | Upcoming | Access your Feng Office reports from your Android smartphone or tablet. Check all the information related to your jobs and clients. Export and share your reports´results. | Yes | Yes | Yes | ====Project Management features==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Project Management | Ready | The project management suite is composed of several modules (each of them optional and configurable) for managing personnel, tasks and activities, milestones, expenses, income, materials, indicators, risks, and the rest of the management areas needed for a professional management of our projects. The flexibility in the configuration and integration of each module allows the system to adjust exactly to your business management methodology. | No | Yes | Yes | | Project custom properties | Ready | Custom properties are additional attributes that can be added to projects. With this powerful feature, the system can be extended and customized so that it allows every data in the system to be registered in a structured and specific way. Combined with the reports and advanced templates features, the multiple dimensions, and text customization, this feature makes Feng Office a powerful management platform capable of supporting the automatization and management of any activity or operational or business process linked to projects. | No | Yes | Yes | | Project templates | Ready | Project templates allow you to combine the power of workflows with a project's creation and status change. According to the project type, its location, or any other relevant attribute, the system will automatically generate the corresponding tasks for an accurate execution. Moreover; when changing status (or other attributes) tasks will also be generated to deal with the next step, or situation change. | No | Yes | Yes | | Project reports | Ready | Project reports allow you to obtain an elegant report of a project or project portfolio situation. This way, the different managers can obtain, present and analyze the information registered in the system immediately and without any work required to compile this information. | No | Yes | Yes | | Gantt Charting | Ready | The Gantt Charting plugin allows graphically representation of the phases and activities of projects activity structure, easily viewing the flow of tasks and milestones that compose it. This is a very useful tool for a professional project management. | No | Optional | Yes | | Tasks cost | Upcoming | The costs plugin for tasks allows you to manage costs directly linked to the project activities. This way, when counting with an initial cost estimate for each task (base line), and an effective cost (based on hours or progress percentage input), the system will automatically calculate the projects costs progress, added value and the rest of the key indicators for management in several management models (eg.: PMI PMBOK) | Optional | Yes | Yes | | Project Portfolio Management | Ready | Project Portfolio Management adds management features for companies and work teams that have many active projects in their hands. This tool is of great value for the managers of these portfolios, since it provides them a general and quick view of the portfolio situation. From the control panel's overview, we count with immediate access to the detailed information of each project, which allows us to quickly identify any deviations or alerts that require quick attention. | No | Optional | Yes | | Cost management | Ready | The costs module allows for financial planning and control of the company's projects or services. Once the budget is entered, the system allows you to start registering progress (executed payments, approved payments, etc.). Budget consolidation and grouping is automatic, supporting views by clients, projects portfolio, services portfolio, etc. | No | Optional | Yes | | *Automatic costing of tasks | Upcoming | The Tasks Automatic Costing plugin allows for a task cost calculation based on worked time registration (hours registration associated to a task) or the estimated time or cost associated to an activity, combined with the cost of the resource that has completed the task. This way, you can take advantage of the worked hours records (or completed tasks) to calculate and register economic costs associated to the job or project. A resource cost can also be variable according to the task type and the context in which it is completed. | No | Optional | Yes | | *Automatic costing of timesheet | Upcoming | The Time Automatic Costing plugin allows for a task or activity cost calculation based on worked time registration (hours registration) and the cost of the resource that has registered his/her work. This way you can take advantage of the worked hours records to calculate and register economic costs associated to the job or project. A resource cost can also be variable according to the task type and the context in which it is completed. | No | Optional | Yes | | *Automatic costing of inventory movements | Upcoming | The Automatic Costing of Inventory Movements plugin allows the calculation of a movement's cost on the different inventories of the organization. For calculations, the system uses the movement record, the asset type identifier (product, supply, etc.) and a costs list associated to each movement of each asset in stock. An asset's movements cost can also be variable according to the context in which it is performed. | No | Optional | Yes | | Project status (Dimension) | Ready | Adds the dimension "Project Status" for advanced Project Portfolio Management (PPM). | No | Optional | Yes | | Project type (Dimension) | Ready | Adds the dimension "Project Type" for advanced Project Portfolio Management (PPM). | No | Optional | Yes | | Project Portfolio Reports | Ready | The Project Portfolio Reports allow you to quickly and efficiently visualize the projects, in any way you need, grouped or sorted by either the divisions, managers, areas, types, regions, or any other criteria significant to your organization. The information on each project or set of projects is presented on every aggregation or detail level needed for each analysis. | No | Optional | Yes | | KPIs | Ready | The Key Performance Indicators (KPI) module allows you to define, register, followup and control every metric that is relevant for the management of the organization and of each project. We can define different KPI types for different projects, project portfolios, and in general for the whole organization or macro project. Indicators can then be displayed on control panels, project reports, and KPI specialized reports. | No | Optional | Yes | | Risk management | Ready | The Risk Management module allows you to define, register, followup and control the risks associated to the different activities, jobs and projects of a team. Define different categories, indicators and values for measuring and managing the risks faced by your organization, from planning and design tasks to the execution of your projects and operations. | No | Optional | Yes | | Critical Path | Upcoming | It allows you to calculate and visualize the critical path (the shortest path possible) according to the tasks that must be completed inside a project, considering tasks precedences and dependencies. | No | Optional | Yes | | Added Value Management | Upcoming | Combined with the projects and tasks costing plug-ins, the Added Value Management plugin provides tools for the automatic calculation and visualization of this fundamental metric in project management using PMI methodology. | No | No | Yes | ====CRM/Client Management features==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Client Management | Ready | The client management suite is composed of several modules for your clients pre-sale, sale, followup, support and maintenance management. Each of these modules is optional and configurable so it can be adjusted exactly to your business management. | No | Yes | Yes | | Client Templates | Ready | Client templates allow you to combine the power of workflows with the creation and life-cycle changes of a client. According to the client type, the services provided, or any other relevant attribute; the system will automatically generate corresponding tasks for an accurate followup and execution. Moreover; when changing status (or any attribute) tasks will also be generated to deal with the next step, or situation change. | No | Yes | Yes | | Client Status Management (Dimension) | Ready | Adds the "Client Status" dimension for an advanced management of the client management portfolio (CRM). | No | Yes | Yes | | Client Sector Management (Dimension) | Ready | Adds the "Client Sector" dimension for an advanced management of the client management portfolio (CRM). | No | Yes | Yes | | Client Type Management (Dimension) | Ready | Adds the "Client Type" dimension for an advanced management of the client management portfolio (CRM). | No | Yes | Yes | | Client Custom Properties | Ready | Custom properties are additional attributes that can be added to clients. With this powerful feature, the system can be extended and customized so that it allows every data in the system to be registered in a structured and specific way. Combined with the reports and advanced templates features, the multiple dimensions, and text customization, this feature makes Feng Office a powerful management platform capable of supporting the automatization and management of any activity or operational or business process linked to clients. | No | Yes | Yes | | Client Relationship Management | Ready | The Clients Relationship Management (CRM) adds management features for your company's clients portfolio. This tool is of great value to ensure quality throughout the complete followup and management of every aspect that makes a company-client relationship successful. It allows you to have a general and quick view of the situation with each client or group of clients. From the overview available in control panels and reports, you have immediate access to the detailed information of each client, of each active or completed job, and of every communication exchanged. This allows you to quickly identify any situation or alert that requires either quick attention and corrective actions, or to trigger processes on the commercial department. | No | Optional | Yes | ====Financial Management features==== ^ Feature ^Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | **Costs and Expenses** | Ready | The costs and expenses management suite is composed of several modules for financial, purchase, and projects management. Each one of these modules is optional and configurable so it can be adjusted exactly to your business management methodology. | No | Optional | Yes | | Automatic expensing of timesheet| Upcoming | The automatic expensing of timesheet plugin allows you to calculate the cost of a task or activity, based on the worked time records (hours register) and the cost of the resource associated to the work. This way, we take advantage of the worked hours register to calculate and record economic costs associated to a job or a project. The cost of a resource can also vary according to the task type and the context in which it is performed.| No | Optional | Yes | | Automatic expensing of inventory movements| Upcoming | The automatic expensing of inventory movements allows the calculation of a movement's cost on the different inventories of the organization. For calculations, the system uses the movement record, the asset type identifier (product, supply, etc.) and a costs list associated to each movement of each asset in stock. An asset's movements cost can also be variable according to the context in which it is performed. | No | Optional | Yes | | Expenses reports| Upcoming | Expenses reports allow visualization, printing, and exporting (Excel or PDF) recorded costs, on every detail and aggregation level required by the user. Besides, additionally to standard reports for financial management, among which we can find costs and expenses reports, the system allows us to define and programe different custom reports, so that they can be completely adapted to our organization specific management. | No | Optional | Yes | | Expensing of Purchase Orders| Upcoming | Automatically generates the expense related to a purchase order, in order to have a financial and accounting control associated to the purchase and its impact on the business activity. | No | No | Yes | | Expenses approval workflow | Upcoming | The Expenses Approval Workflow plugin allows you to define an approval workflow so that the different individuals involved in the process can process, check or approve and expense. | No | No | Yes | | Payment approval workflow | Upcoming | The Payment Approval Workflow plugin allows us to define an approval workflow so that the different individuals involved in the process can process, check or approve a payment. | No | No | Yes | | **Income, billing and invoicing** | Ready | The income, billing and invoicing module is composed of the plugins set described below. | No | Optional | Yes | | Billing of worked hours | Upcoming | Defines the total price of a project, job or service, based on the pricing list according to the hour category and the rest of the dimensions that may have an impact on the commercial value of worked hours. This should not be confused with the invoicing process. Although the invoicing process can be linked automatically, it is an independent process which has its own characteristics and configuration. | Optional | Yes | Yes | | Unlimited pricing categories | Ready | Through the price list by category, rate and context, the system allows commercial management to be completely flexible and adjusted to any modality, from standard invoicing, to the completely specific management for a client, service or project. | No | Yes | Yes | | Multi-currency support | Upcoming | It allows you to automatically generate and register accounting documents (income statements, invoices and receipts) with different currencies, being able even to combine lines with different currencies in the same document. | No | Optional | Yes | | Customizable invoice design and layout | Upcoming | This plugin, combined with the work of a certified Feng Office consultant, allows you to adjust the invoicing documents design so they can be adapted to your business specifications. | No | Optional | Optional | | Integration with external billing and invoicing systems (including electronic billing systems) | Upcoming | This plugin, combined with the work of a certified Feng Office consultant, allows you to integrate Feng Office with an external billing system, including electronic billing systems. | No | Optional | Optional | | Payments received | Upcoming | Allows the generation and record of payment receipts so that your business can control over what has been charged vs. what has been invoiced, allowing for quick action and accounting reports and balances generation. | No | Optional | Yes | | Automatic invoicing of billed hours | Upcoming | The automatic invoicing of billed hours plugin allows calculating the price of a task or activity based on the worked hours register (time register) and the price of the resource that has registered his/her work. This way, your business can take advantage of the worked hours records to calculate and record prices associated to a job or project. The price for the work of a resource can also be variable depending on the task type and the context in which it is completed. | No | Optional | Yes | | Automatic billing and invoicing of expenses | Upcoming | The automatic billing and invoicing of expenses plugin allows calculating the price of a purchase or expense associated to a job, being able to take the same value of the expense, a fixed price, or a formula related to the value of the expense (for example: the sum of a commission). This way, your business can take advantage of the expenses records to automatically calculate the prices associated to a job or project. The price for the work of a resource can also be variable depending on the task type and the context in which it is completed. | No | Optional | Yes | | Income, invoicing and balance reports | Upcoming | Income reports allow you to view, print, and export to Excel or PDF the registered financial movements, in every detail and aggregation level required by the user. Besides, additionally to standard reports for financial management (among which we can find income, invoicing and balances reports), the system allows developing different custom reports, in a way they can be adapted entirely to our business specific management methodology. | No | Optional | Yes | | Billing and invoicing of products | Upcoming | The billing and invoicing of products plugin allows calculating the price of a product, being able to take the price from a price list, considering the different variables and the purchase context to return the final price. This way, your business can generate invoices with a combination of products and services, all automatically and within the system. | No | No | Yes | | Billing and invoicing of services | Upcoming | The billing and invoicing of services plugin allows calculating the price of a service that is not based on hours, being able to take the price from a price list, considering the different variables and the purchase context to calculate the final price. This way, your business can generate invoices with a combination of products and services, all within the system. | No | No | Yes | | Invoices approval workflow | Upcoming | The invoices approval workflow plugin allows the definition of an approval workflow so that the different actors involved in the process can verify, move forward, or approve an invoice. | No | No | Yes | | **Advanced financial reports** | Upcoming | This module is a collection of plug-ins that add several reports that empower finance management. | No | No | Yes | | Revenue vs costs | Upcoming | This report is of great value for the financial management of any organization. It allows the analysis, in real time, of the financial balances at any level or for the whole organization. You can analyze the profitability of a project, a client, a portfolio, a business area, or the profitability for the whole business. | No | No | Yes | | Charts | Upcoming | It allows you to generate reports with graphic components, helping the visualization, quick interpretation and elegance of the reports generated by the system.| No | Optional | Optional | ====Document Management features==== ^ Feature ^ Status ^ Description ^ Community Edition ^ Professional Edition ^ Enterprise Edition ^ | Document Management| Ready | The Document Management module lets you upload, download and share any type of document. You can also keep track of changes, subscribe people and leave comments, and link to other documents or objects on the system. It also allows you to create and edit text documents (HTML based) online. | Yes | Yes | Yes | | Unlmited file-extension support| Ready | Feng Office supports uploading and storing files of any extension (Word, Excel, PDF, images, compressed files, etc.) | Yes | Yes | Yes | | External-documents support| Ready | Within the documents module, and along with the documents stored there, you can keep track of links to external online documents. With this feature you can centralize and organize all our information, while at the same time using external resources. | Yes | Yes | Yes | | Drag and Drop | Upcoming | Drag and drop documents from your desktop into Feng Office. | No | Yes | Yes | | Gallery View | Design Pending | Preview documents in a gallery-like format (viewing a small "preview" of each document), instead of the standard list view. | Optional | Yes | Yes | | Full search | Upcoming | Search text within documents of the most used document formats (doc, docx, odt, ods, pdf, rtf, txt, xls, xlsx, ppt, pps, pptx, odp, html). | Optional | Yes | Yes | | Document Templates | Upcoming | Document templates allow you to create one (or several) documents through templates, which can already give format and content to a whole document, or to different sections of a document. | No | Optional | Yes | | Document approval workflow | Upcoming | The document approval workflow plugin allows you to define an approval workflow so that the different users involved in the process can view, verify or approve a document. | No | Optional | Yes | | Form-based documents | Upcoming | Form-based documents allow you to create one (or several) documents through forms. After the input of the data in a form, thes attributes are used to generate a document in a standard format (HTML, PDF). | No | Optional | Yes | | Support for compressed files | Ready | It allows you to manage compressed (.zip format) files, either to upload a set of files or to compress inside the system and download a compressed set. | Yes | Yes | Yes | | Automatic backups | Ready | Complete backup of the whole system. It backups the information stored in the database and file system. | Yes | Yes | Yes | | Folders | Ready | Allows to organize other entities and objects. You can have clients, projects, documents, tasks, or any other object within a document. Also, you can have folders within clients, projects, or any other entity that supports them. Allows the organization of documents within folders. Folders can also contain other types of documents. A very powerful functionality is that folders allow, very easily, to visualize the documents contain within itself, or even within its sub-folders. | No | Yes | Yes | | WebDAV sync | Ready | The WebDAV plugin enables users to create, change and move documents using their local file-system structure, but saving documents in Feng Office, and keeping all the file attributes - including those attributes available only within Feng Office. | No | Optional | Yes | | Send Document by Email | Ready | Share documents quickly by sending them as an email attachment directly from the document view. | No | Optional | Yes | =====Which version should I choose?====== Feng Office Community Edition is usually used within academic environments and non-critical implementations and supported only through the forum, which may not provide Official Support from Feng Office's Team behalf. It is not recommended for business environments because it may contain bugs for which no support nor resolution time guarantee is provided, which at times may be essential. Feng Office Professional and Enterprise Editions have all of the features within the Community Edition, and many more as it can be compared above. Please bear in mind that there are more differences, but not all of them have been named there but the main ones. For instance, a little example of what you may accomplish with the 'Clients & Projects' plugin: You will easily be able to know something that worries almost every company, having a clear and fast vision of the estimated time of a project and actual executed time. If the executed time is higher, something has gone wrong and you are counting losses, whereas if it is the same or less, then you are making profit. If hosting the system on your own premises is an organization policy or law requisite, Feng OnSite plans deliver the full Feng Office Professional and Enterprise Editions. Feng OnSite ensures immediate support on any issue, access to the Feng Office development team, new features and versions, and advice to get the most out of Feng Office and recommendations to avoid common problems. In this case you ought to reach us at contact@fengoffice.com for further information. On the other hand, if you need any features not listed here, and are not sure whether or not Feng Office provides or will provide them, you can send us the feature inquiry and we will let you know whether they are in our Road Map or not. But no worries! Even if they are not in the Road Map, they could still be developed through custom development service. Last but not least, in case you go for the Professional or Enterprise Editions, it will also mean you will be contributing and helping on keeping Feng Office alive and improving.