Dashboard
The Hula dashboard is your ultimate command center for seamless project and work management
It's designed with a sleek and intuitive interface, giving you the power to make smart decisions and boost productivity. Let's dive into the awesome features:
Consistency Validators
Say goodbye to errors and hello to accuracy! Hula has your back when it comes to maintaining data integrity. With our consistency validators, we automatically check and validate information across your projects, tasks, and team members.
Upcoming, Expiring, Available Employees
Allocate resources like a pro! Keeping track of your team's availability is a breeze with Hula. Get real-time updates on upcoming tasks, project deadlines, and employee availability.
Draft, Sent, Expiring SoWs
It's smooth sailing for your project execution! Managing Statements of Work (SoWs) has never been easier. Hula's SoW management feature lets you effortlessly handle drafts, sent copies, and expiring statements.
Overview of Company Finances
Making informed financial decisions has never been simpler! Get a crystal-clear view of your company's financial health right within the dashboard. Hula provides an overview of project budgets, expenses, and revenues.
Projects & SoWs
Hula gives you the superpowers to manage your projects and SoWs with confidence
We've packed the tools you need for successful outcomes. Check them out:
Standard Projects
Hula ensures your project management game is on point! Create and manage standard projects effortlessly. Define project scopes, set milestones, and track progress seamlessly.
Fullscale Projects
Let's get those big projects together! Take on complex projects fearlessly and manage multiple workstreams, allocate resources, and track dependencies—all under one roof.
Project and SoW Assignments
Let the teamwork begin! Collaboration and accountability are key to project success. Hula simplifies the assignment process, making it a breeze to assign team members to projects and SoWs.
Rates Change Reminders
Say hello to accurate and up-to-date financial information! Stay on top of rate changes effortlessly. Hula sends automatic reminders when it's time to update rates for projects or team members.
Legal Agreements
Compliance and easy reference? Check and check! Keep your important legal agreements in check with Hula. We've got a secure place for you to store and access contracts and agreements related to your projects.
Invoice Recipients
Streamline your invoicing process with Hula's invoice recipients feature. Specify the right recipients for your invoices, ensuring they reach the right stakeholders in a flash. Invoicing made easy!
Invoice Reminders
No more missed invoice deadlines. Hula's got your back with automatic reminders for upcoming and overdue invoices. Stay on top of your finances and maintain a healthy cash flow!
Billing Period Cap
Avoid surprises and maintain project profitability with ease!Set billing period caps within Hula to keep your projects within predefined budgetary limits.
Total Cap
Your projects, your rules! Keep a tight rein on your project costs with Hula's total cap feature. Set maximum expenditure limits to prevent budget overruns and promote financial discipline.
SoWs Timeline
We've got your project roadmap covered! Visualize project timelines and milestones using Hula's SoWs timeline feature. Easily track the progress of your projects, identify bottlenecks, and ensure timely project completion.
Employees
Hula has all the tools to support and manage employees
Your team is the heart and soul of your organization, and Hula has all the tools to support and manage them effectively. Let's explore:
Employees
Keep your team organized with Hula's centralized employee database. Manage and update employee profiles with ease, ensuring accurate and up-to-date information.
Personal Information
Capture and store essential personal information for each team member within Hula. Stay connected with contact details, roles, and other relevant info.
Current and Potential Assignments
Get a clear view of each team member's current and potential assignments. Hula lets you track their workload, availability, and skill set, making resource allocation a piece of cake.
Allocation Cap
Optimize resource utilization by setting allocation caps for your team members. Hula helps you balance workloads, prevent burnout, and maximize productivity.
Allocation in Current Projects
Stay in the know with real-time monitoring of your team members' project commitments. Hula provides a clear overview of who's working on what, keeping your projects running smoothly.
Custom Fields
Tailor employee profiles to fit your unique organizational needs with custom fields. Capture additional information specific to your team members and enhance data organization and reporting capabilities.
Clients
Hula streamlines the process of building and maintaining strong client relationship
Building and maintaining strong client relationships is crucial, and Hula streamlines the process. Let's see what we've got:
Firms
Manage your firm-level client details hassle-free. Categorize and track clients based on their structure, enabling smooth communication and collaboration.
Individual Clients
Keep a comprehensive database of individual clients within Hula. Store contact information, preferences, and key details to personalize your interactions and deliver exceptional service.
Client Details
Access and manage detailed client information effortlessly. Store additional data like industry, project history, and relevant notes to strengthen client relationships.
Associates
Keep track of client-associated individuals with ease. Associate contacts with their respective firms or individual clients, ensuring seamless communication and engagement.
Addresses
Manage client addresses effortlessly within Hula. Maintain accurate address information for effective project logistics and communication.
Documents
Centralize your client-related documents. Store and organize contracts, proposals, and other client-specific files in Hula, ensuring easy access and version control.
Billing Information
Streamline your billing process with Hula's client billing information feature. Provide accurate payment terms, preferred invoicing methods, and other essential details.
Discounts
Effective discount management tools
Pricing strategies matter, and Hula offers effective discount management tools. Let's take a look:
Fixed, Volume, and Early Payment Discounts
Hula lets you apply different types of discounts to invoices, including fixed discounts, volume-based discounts, and early payment discounts. Create the perfect pricing strategy to incentivize clients and boost revenue.
Discount Groups
Simplify discount management with Hula's discount groups feature. Create groups based on specific criteria, such as client categories or project types, ensuring consistent and efficient discount application.
Rate Cards
Hula enables you to define and track rates for different resources
Hula's rate management capabilities are top-notch, enabling you to define and track rates for different resources.
Rates
Define and manage rates effortlessly with Hula. Set standard rates for positions, ensuring accurate financial calculations for projects and invoices.
Positions
Create and manage different positions seamlessly. Associate rates with each position, allowing for precise billing and financial reporting.
Currency
Customize the currency used within Hula to fit your organization's needs. We support multiple currencies, ensuring flexibility and global compatibility.
Past and Future Rates
Hula keeps a historical record of past rates and helps you plan for future rate changes. Track rate fluctuations over time, enabling accurate financial projections and analysis.
VRS – Vacation Request System
Dedicated vacation request system
Work-life balance matters, and Hula understands that. We've got a dedicated vacation request system just for you.
Vacation Request System
Simplify the vacation request process with Hula's VRS feature. Employees, team leads, or managers can submit or receive vacation requests, ensuring visibility and efficient management.
Calendar and List View of Vacations
Visualize and manage vacations effortlessly with Hula's calendar and list views. Get an overview of team availability, plan projects accordingly, and ensure adequate coverage.
List of VRS Accounts
Access a centralized list of VRS accounts in Hula. Monitor and manage vacation requests with ease, making informed decisions based on team availability.
History of Pending, Accepted, and Declined Requests
Keep a comprehensive history of vacation requests. Track the status of pending, accepted, and declined requests, ensuring transparency and facilitating planning.
Financial
Robust financial management capabilities
Hula provides robust financial management capabilities, streamlining invoicing, payment tracking, and financial analysis.
Single and Multiple Creation of Invoices
Generate invoices effortlessly using Hula's intuitive interface. Create single or multiple invoices, saving time and effort in your billing processes.
Invoice Validation
Ensure the accuracy and completeness of your invoices with Hula's invoice validation feature. Detect and rectify potential errors before sending them to clients.
Automatic Invoice Generation
Save time and eliminate manual efforts with Hula's automatic invoice generation. Set up recurring invoices or trigger invoice generation based on predefined criteria, reducing administrative tasks.
Sending and Printing Invoices
Seamlessly send invoices directly from Hula to clients. Alternatively, you can print invoices for physical distribution, catering to varying client preferences.
Synchronizing Invoice with QBO
Integrate Hula with QuickBooks Online (QBO) for streamlined financial management. Synchronize invoices between Hula and QBO, ensuring accurate and up-to-date financial data.
Payments Creation
Record and track payments within Hula. Create payment entries, facilitating accurate financial reporting and enabling seamless reconciliation.
History of Payments
Keep a comprehensive history of payments in Hula. Track payment statuses, dates, and amounts, providing an overview of client financial interactions.
Detailed Client Financial View
Gain insights into client financials with Hula's detailed client financial view. Access key metrics such as overdue balances, open invoices, and year-to-date balances, facilitating informed financial discussions.
Overdue, Open, YTD Balance
Stay on top of overdue balances, open invoices, and year-to-date balances. Get a real-time snapshot of client financial statuses, ensuring proactive financial management.
Credits
Manage client credits with ease within Hula. Record and apply credits to invoices, simplifying financial transactions and improving client satisfaction.
Multi-Currency Support
Hula supports multiple currencies, enabling seamless financial transactions and reporting for international clients. Conduct business in various currencies without complications.
Jira Validators
Validate Jira project data using Hula's Jira validators. Ensure project data integrity, minimize errors, and maintain consistency between platforms.
Zoho
Integrate Hula with Zoho for enhanced productivity. Streamline data flow and communication between Hula and Zoho, facilitating efficient collaboration and a seamless workflow.
Jira
Connect Hula with Jira, leveraging the power of both platforms. Synchronize project data, tasks, and workflows, enhancing collaboration between project management and development teams.
Tempo
Enhance time tracking and resource management with Hula's integration with Tempo. Sync data seamlessly, enabling accurate time reporting and efficient project planning.
QuickBooks
Integrate Hula with QuickBooks for seamless financial management. Synchronize data between Hula and QuickBooks, ensuring consistency and accuracy in financial reporting.
Settings & Other
Extensive settings options to customize the platform
Hula offers extensive settings options to customize the platform and integrate it with other tools. Let's explore the features:
User Management with Roles
Administer user roles and permissions within Hula. Control access to features and data, ensuring appropriate levels of authorization for each team member.
Restricting Access to Confidential Fields in Employees
Protect sensitive employee information within Hula. Restrict access to confidential fields, maintaining data privacy and compliance with privacy regulations.
Comments
Foster collaboration and communication with Hula's comments feature. Leave comments on tasks, projects, or specific sections, facilitating contextual discussions and improving team collaboration.
Exporting to CSV
Extract data from Hula and export it to CSV format. Analyze data, create custom reports, or import it into other tools for further analysis or integration.
Data Import from CSV
Import data into Hula from CSV files. Streamline onboarding, data migration, or bulk updates by importing information in a structured format.
